• Performed general financial analysis and evaluated any possible financial risks.• Monitored accuracy and timely processing of payment transactions.• Analyzed financial management reports based on accounting control procedures.• Collaborated with other firms’ managers to meet overall company goals regarding utilizing budgets and forecasting procedures.• Advised department members on handling of non-routine reporting transactions.• Coordinated the financial audit process.

 Portfolio Risk Review Analysis:• Pulling of Credit Bureaus – Transunion, Equifax, Experian.• Reviewing and Analyzing the Bureaus.• Use logic and reason to identify the strengths and weaknesses of alternative solutions, and to use judgment and make decisions.• Identifying and Mitigating Risk for the Bank.• Approve, reject, or co-ordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans,• Informing clients of their current financial status.• Advising and providing appropriate financial advice to avoid bankruptcy and litigation process.• Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims. • Analyzing information and preparing plans best suited to individual clients' requirements.• Designing financial strategies.• Providing clients with information on new and existing products and services; • Assisting clients to make informed decisions.• Maintaining detailed records to comply with the regulations.• Producing financial reports.• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments. Quality Analysis:• Performing Internal Quality for all sites of JP Morgan Chase.• Ensuring quality Customer Service is maintained.• Advising and coaching advisors at all sites.• Handling Escalations Calls.• Worked on multiple escalation lines.• Training and Transition of multiple new processes.

• Oversee all aspects of general office coordination.• Maintain office calendar to coordinate work flow and meetings.• Maintain confidentiality in all aspects of client, staff and agency information.• Monitor and assist with the updates of the organization’s website.• Interact with clients, vendors and visitors.• Set up and coordinate meetings and conferences.• Conduct research, compile data and prepare papers for consideration and presentation to the Executive Director, staff and Board of Directors.• Interact with the organization’s Board of Directors.• Other duties as assigned by Executive Director.• Prepare agendas and make arrangements for Clients, Board or other meetings• Open, sort and distribute incoming correspondence, including faxes and email.• Sign for and distribute UPS/FedEx or similarly delivered packages.• Prepare responses to correspondence containing routine inquiries.• Perform general clerical duties to include, but not limited to, bookkeeping, copying, faxing, mailing and filing.• File and retrieve organizational documents, records and reports.

• Attending to all customer queries and service related issues over phone/ in person• Handled sales calls / queries• In charge of 3 branches for Processing / verifying incentive claims for business partners including Dispatching of incentives earned.• Maintaining all data and incentive related issues for further reference.• Maintaining good relations with all Business Partners and floating various schemes and communicating to them the same.• Handling Consumable replacement issues includes checking / testing and replacing.• Acting as a back office support for field staff of various service centers attending to customer calls.• Communication and co-ordination between different service stations.• In charge of stock and dispatch of the same.• After sales service support to customer (receiving complaints and other service related issues).• Assisted accountant in maintaining and updating data in tally.