-Handled internal and external inquiries and complaints submitted by accounts payable clerk, finance director and other department heads, providing outstanding customer service when resolving issues.-Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.-Maintained regular contact with clients to inform them of new Treasury products to drive efficiency.-Assisted clients in navigating the bank by liaising with the… Show more -Handled internal and external inquiries and complaints submitted by accounts payable clerk, finance director and other department heads, providing outstanding customer service when resolving issues.-Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.-Maintained regular contact with clients to inform them of new Treasury products to drive efficiency.-Assisted clients in navigating the bank by liaising with the Client Service, Fulfillment, and other partner teams.-Prepared account schematics, proposal documents and sales presentations.-Assisted in coordinating the Client Management Process (CMP), by focusing on client acquisition and deepening existing relationships through identification of client needs. Show less

-Spread and risk-rated financial statements for companies with revenue between $10 Million and $4 Billion.-Prepared quarterly monitoring documents to ensure accurate and timely recognition of risk.-Researched and prepared Credit Action Documents(CAM's) to assist the underwriting team.-Proficient in Moody's Risk Analyst, Risk Rating Scorecard, Global Underwriting Solution, Global Monitoring Solution, and BizAnalyzer.-Specialized in a portfolio of companies pertaining to… Show more -Spread and risk-rated financial statements for companies with revenue between $10 Million and $4 Billion.-Prepared quarterly monitoring documents to ensure accurate and timely recognition of risk.-Researched and prepared Credit Action Documents(CAM's) to assist the underwriting team.-Proficient in Moody's Risk Analyst, Risk Rating Scorecard, Global Underwriting Solution, Global Monitoring Solution, and BizAnalyzer.-Specialized in a portfolio of companies pertaining to Construction Contractors, Aerospace and Defense, and Insurance companies as well as companies based outside of the U.S. Show less

-Compiled financial reports pertaining to asset allocation, efficient frontier, and Envision plans.-Drafted and reviewed Client Financial Review compilations before being approved by Advisors.-Prepared accurate financial statements at end of the quarter.-Worked with management at the project level to develop new biographies for the branch and it'sFinancial Advisor's profiles.-Assigned to work and assist all branch personnel with projects as needed. -Mentored directly… Show more -Compiled financial reports pertaining to asset allocation, efficient frontier, and Envision plans.-Drafted and reviewed Client Financial Review compilations before being approved by Advisors.-Prepared accurate financial statements at end of the quarter.-Worked with management at the project level to develop new biographies for the branch and it'sFinancial Advisor's profiles.-Assigned to work and assist all branch personnel with projects as needed. -Mentored directly with the Branch Manager, John Jetter Show less

-Piloted this internship for The Vanguard Group.-Received inbound phone calls from 401(K) participants.-Assisted participants in various transactions, such as taking a loan or withdrawal from their 401(K).-Educated participants daily on the benefits of using and saving their 401(K) plan. -Collaborated with other interns to create a positive team environment.-Presented new departmental ideas and concepts to Executive Management.