Conducted due diligence on grantee organization by using Guide Star to verify their tax exemption status.Reviewed donor charitable gift fund application to ensure accuracy.Handled communications from customers and business partners.Prepared and mailed grant correspondence to donors and grantees.Assisted with Projects as they arise.Handled the departments call center to speak with customers inquiries, status, and also reviewed accounts with Financial Advisors.

Opened branch physical security: dual control audits, compliance with regulatory policies and procedures.Analyzed and determined customer needs and recommen appropiate financial solutions and products.Opened , processed and closed loans and accounts accordingly.Appropiately used signing authority and overrides.Attended investment meetings on monthly basis with different Investment companies.Acted as translator for spanish speaking clients;

Assisted Global Treasury Management with Latin America Account Migration Project procuderes.Reviewed legal and non-legal documents and options for clients to establish accounts using Infinity Database for Global Client Services.

Directed clients/property owners to the appropriate staff personnel-Monitored employees scheduled for all office and outside personnel data-Opened, sorted, date stamped and distributed all incoming mail, faxes, and deliveries to appropriate members-Acted as translator for Spanish speaking clients