Catering for all occasions.

-Responsible for sales of financial products and services.-Refer clients to loan and investment service specialists.-Ensure quality customer service and account maintenance.

1.Meet with applicants to obtain information for loan applications and to answer questions about the process and approve loans.2.Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans 3. Review and update credit and loan files4. Open new accounts

1. Provide excellent customer services and maintain customer satisfaction.2. Employ security measures to ensure funds are not compromised.3. Receive cash and checks for deposit, verify amounts, and examine checks for endorsement.

• Prepared tax returns• Provided customer service • Answered customer quires about tax return

• Reviewed employee time cards and prepared payroll • Used excel spreadsheets to track payroll deductions• updated trial balance, ledger and balance sheet in Quickbooks. Created new Quickbooks journey entries as needed