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Jesus M. Email & Phone Number
Senior Fund Accountant
at
Safe Harbor Capital Partners
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Fund Accountant
Location
Miami-Fort Lauderdale Area, United States, United States
Company size
Who is Jesus M.? Overview
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Quick answer
Jesus M. is listed as Senior Fund Accountant at Safe Harbor Capital Partners, a company with 24 employees, based in Miami-Fort Lauderdale Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Jesus M..
Jesus M. previously worked as Investor Accountant III at Bayview Asset Management, Llc and Mortgage Servicing Specialist at Bank Of America. Jesus M. holds Master Of Business Administration (Mba), Business Administration, 3.3 from Nova Southeastern University.
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Safe Harbor Capital Partners
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Profile bio
About Jesus M.
A dedicated and forward-thinking finance professional with an extensive background in accounting, general ledger management, bond information balancing / preparation, portfolio reconciliationMy professional journey is distinguished by roles that demanded high-level competency diverse financial instruments, preparing bond information, processing waterfall debt repayments, and managing detailed ledger entries.A team player who works collaboratively with others to build strong teams and successfully achieve company goals. I believe in the power of precision and integrity to drive long-term organizational success, and this guiding principle has been the cornerstone of my career.My career is highlighted by several noteworthy achievements, such as leading the reconciliation of general ledgers and ensuring financial accuracy for Bayview Asset Management. Leading special projects and collaborating with financial institutions to maintain reporting integrity are among my key contributions.
Current workplace
Jesus M.'s current company
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Safe Harbor Capital Partners
5 roles
Jesus M. work experience
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Investor Accountant Iii
CurrentReconciled general ledgers account receivables, payables, and exchange to make sure all funds expected were received and cleared outstanding items monthly.Balanced and prepared bond information for fund administrator.Responsible for handling the Balance (Exchange) Account, ensuring that the account balanced out to zero at month’s end. Prepared the Balance.
Mar 2016 - Present
Mortgage Servicing Specialist
Met with customers experiencing hardship in a face-to-face environment to assist them with loan modifications / refinancing for mortgage loans and repayment options on all types of credit products, including HELOC, credit cards, auto loans, and personal loans.Reviewed and analyzed financial accounting data, legal documents, contracts, proposals, and other.
Jun 2012 - Feb 2016
Customer Relationship Manager
Managed a portfolio of loans by working with loan modification and disposition specialists to determine solutions that would cure accounts in a timely manner. Reviewed loan modification documents for quality and accuracy and submitted files to underwriting. Presented and educated customers on options such as repayment plans, special forbearance.
Sep 2010 - Jun 2012
Sales & Service Specialist
. Processed customer’s transactions accurately and efficiently in accordance with established policies and procedures including deposits, withdrawals, and payments. Identified customer needs and referred financial products and services to consumers and small business customers. Built customer loyalty; established customer relationships through courtesy and.
Oct 2008 - Sep 2010
2 education records
Jesus M. education
Master Of Business Administration (Mba), Business Administration, 3.3
Bachelor Of Business Administration (B.B.A.), Business Administration And Minor In Marketing, 3.2
FAQ
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What company does Jesus M. work for?
Jesus M. works for Safe Harbor Capital Partners.
What is Jesus M.'s role at Safe Harbor Capital Partners?
Jesus M. is listed as Senior Fund Accountant at Safe Harbor Capital Partners.
Where is Jesus M. based?
Jesus M. is based in Miami-Fort Lauderdale Area, United States, United States while working with Safe Harbor Capital Partners.
What companies has Jesus M. worked for?
Jesus M. has worked for Safe Harbor Capital Partners, Bayview Asset Management, Llc, and Bank Of America.
How can I contact Jesus M.?
You can use AeroLeads to view verified contact signals for Jesus M. at Safe Harbor Capital Partners, including work email, phone, and LinkedIn data when available.
What schools did Jesus M. attend?
Jesus M. holds Master Of Business Administration (Mba), Business Administration, 3.3 from Nova Southeastern University.
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