David Bene Email & Phone Number

Covington, Kentucky, United States

• Accurately and efficiently complete a variety of responsibilities related to the financial aspects of the Sims Furniture wing of Eagle Financial Services, which includes taking and insuring loan payments for a customer base of over 1300 accounts • Process and close loans on behalf of Eagle Financial Services for furniture clients at Sims Furniture through Credex operating systems• Process and track all sales and inventory in Quickbooks, and subsequently make daily deposits in order to… Show more • Accurately and efficiently complete a variety of responsibilities related to the financial aspects of the Sims Furniture wing of Eagle Financial Services, which includes taking and insuring loan payments for a customer base of over 1300 accounts • Process and close loans on behalf of Eagle Financial Services for furniture clients at Sims Furniture through Credex operating systems• Process and track all sales and inventory in Quickbooks, and subsequently make daily deposits in order to reconcile the system and accounts • Handle all insurance claims, both life and property, related to loan payoffs, as well as proposing and processing reaffirmation agreements for Chapter 7 bankruptcies• Responsible for monitoring Texas Capital bank accounts, balancing financials via Intacct accounting system, tracking Repay Base Commerce system for returned payments, and taking payments through Credex Show less

Cincinnati, Ohio, United States

• Accurately and efficiently complete a variety of responsibilities related to the confirmation and processing of foreign currency exchange for the Capital Markets back office, which is a fast-paced, intense environment processing hundreds of large-sum transactions on a daily basis • Confirm transaction details with clients via telephone and process exchanges using Wall Street FX system• Effectively resolve high-level issues, including situations of non-delivery, payments discrepancies… Show more • Accurately and efficiently complete a variety of responsibilities related to the confirmation and processing of foreign currency exchange for the Capital Markets back office, which is a fast-paced, intense environment processing hundreds of large-sum transactions on a daily basis • Confirm transaction details with clients via telephone and process exchanges using Wall Street FX system• Effectively resolve high-level issues, including situations of non-delivery, payments discrepancies and others requiring investigation• Balance and prepare reports each day, handle confirmation matching, and reconcile automated FX systems (including FXall, Misys and Reuters) Show less