Don Jackson Email & Phone Number

Coral Gables, Florida, United States

• Conduct comparative and statistical analysis to evaluate the organization’s investments.• Conduct statistical analyses to identify potential profits and losses for different investment products.• Identified and recorded cash received by critical deadline. • Collaborated with financial institutions to resolve discrepancies, maintaining accurate and up to date financial records.• Assured all funds were transferred to trustee accounts by deadline. • Leveraged advanced Excel and Oracle Financial skills to manage large datasets and generate reports. • Assured all funds were transferred to trustee accounts by deadline. • Worked with Excel spreadsheets and Oracle Financial system daily.

United States

• Process and reconciled 50% of company portfolio monthly accounting reports. • Reconciled all servicer discrepancies on monthly reports. • Assisted collections department with calls on delinquent accounts.• Booked new loans and completed transactions on existing loans.• Reviewed and processed various forms of monetary related transactions on the applicable commercial loan systems.• Completed transactions and transferred funds to internal general ledger.

United States

. Reconciled reports, balanced checks, and premiums paid to major accounts. Processed correspondence related to insurance policies and premiums. Debited and credited customers’ accounts for insurance premiums. Resolved incoming calls from insurance companies, agents, and customers.

Bachelor Of Science, Finance/Management

Education record