Jerry Cesar Email & Phone Number

Perform analytical modeling to assess and minimize the company's exposure to credit risk, negotiation of transactional documents, counterparty credit risk assessment, and scoring while identifying, analyzing, and mitigating current and emerging risks from the applicable portfolio.Develop reliable and timely risk management solutions for a complex portfolio of credit, liquidity, and contingent risks.Deliver robust fundamental credit risk analysis assessments of counterparts in a range of industry verticals including generating shadow ratings using best-in-class credit rating models. Propose sensible credit limits for transactions with counterparts.Assist in managing a portfolio of counterparts including exposure analysis, annual reviews, limit management, portfolio surveillance, and derisking solutions.Partner with the commercial teams to negotiate transaction structures as well as master agreements.Work with a range of insurance companies/banks to deliver credit risk mitigation options to support business development.Assist with review of counterparty credit request form input, major contractor credit review, monthly interest calculations from margining activity, and monthly counterparty rating agency review.Performs other job-related duties as assigned.

Juno Beach, Florida, United States

Manage escalated customer issues to management for appropriate action to be taken. Follow up on customer interactions to maintain customer communication and successfully close resolved issues. Monitor and analyze customer feedback to track patterns in feedback and report areas for improvement to management. Multifunctional as Credit Analyst in collaboration with other departments to meet organization business needs. Mentored and trained new hires, resulting in stronger staff development and increased productivity. Respond to all client inquiries and asked appropriate questions to facilitate resolution. Uses Salesforce, Jira, PowerBI, Excel and CXOne as primary platforms to effectively drive client resolution. Handle Chat, Email, Hubspot and Phone inquiries.

Coached new hires: Helping new employees transition into their roles. Educating new hires: Providing information about company policies, procedures, and practices Advising new hires: Helping new hires understand the skills and knowledge they need to succeed Coordinating resources: Ensuring new hires have access to the necessary software and hardware Scheduling presentations: Coordinating demos and presentations to help new hires learn Providing support: Offering practical support, such as relocation assistance Ensuring compliance: Staying up to date on labor laws to ensure onboarding procedures comply with legislation Collecting feedback: Prompting in-app surveys to collect customer feedback and improve the onboarding process Managing onboarding tools: Using tools to provide analytics and insights to keep all departments informed

Palm Beach Gardens, Florida, United States

Research and resolve sensitive customer requests and complaintsEnsure timely report of outagesPerform general account maintenance and billing adjustmentsPerform rate analysisAnalyze complex billing problems and researches for solutionsPerform other job-related duties as assigned

West Palm Beach, Florida, United States

Licensed Loan Originator with many years of experience. Intuitive work with extensive knowledge of Encompass, Conventional, FHA, VA and modern mortgaging. Committed to deliver exceptional service, thorough knowledge, professional standard and a consistent drive to exceed all expectations. Manage high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Review and validate personal, employment and financial documents for each applicant.

West Palm Beach, Florida, United States

Provide inbound customer care, primarily over the phone and email. Deliver exceptional customer service and solutions to resolve billing issues, troubleshoot errors and concerns, and guide customers to the products and services that will best meet their entertainment needs.

West Palm Beach, Florida, United States

Experienced mortgage loan officer with strong marketing, communication, and analysis skills. Passionate about providing top-notch service to my clients and have a proven track record of retaining and building my client list. Assists new and potential loan applicants with navigating the mortgage loan process from start to finish. Work with loan processors and lending underwriters to ensure the mortgage loan application meets regulatory and financial institution guidelines for lending.

Lake Worth, Florida, United States

Navigated in various roles to meet customer needs such as: Managed customer inquiries regarding account balances, transaction history, services charges and interest rates. Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.

Bachelor Of Engineering - Be, Computer Science

Accounting And Finance