Jonathan Mark Email & Phone Number

Port Of Spain, Port Of Spain Corporation, Tt

Corporate Business Centre - North

Corporate Business Centre – North

Perform fundamental financial analysis of corporate clients and high net worth individuals using quantitative and qualitative factors.Complete credit applications as well as the presentation of underwriting results and recommendations to the relevant authority for approval.Develop and strengthen existing customer relationships by identifying needs, ensuring customer satisfaction and retention which assisted in the portfolio augmenting by 18%.Proactively acquire new business by formulating and implementing a disciplined sales approach to meet 469% of the Bank’s sales target.Periodically review all customer documentation ensuring compliance with the Bank’s and Central Bank policies which significantly contributed to the department’s Internal Audit report upgrading from “Met Expectations” to “Exceeded Expectations.” Encourage a positive and progressive work environment through ongoing mentorship, open feedback, and joint supervision of all junior team members.

Centralised Securities Unit/ Corporate Business Centre – North

Collaboratively manage and control a portfolio of over TTD850M across various corporate industries providing assistance on risks, pricing, issues and mitigants.Reviewed and audited legal documents ensuring accuracy in the areas of bonds, mortgages, and insurances.Liaised with the analysts from various Corporate Business Centres and the branch support departments to ensure collection of the required documentation for the bank’s collateral security.Coordinated with the bank’s attorneys to guarantee timely processing of client transactions.Engage customers in day-to-day advice needs, service transactions, and customer problem resolution related to banking products and services.

Centralised Securities Unit

Various acting assignments from January 2019 to October 2020

Trust Services Division

Provided comprehensive customer service to banking clients and staff by opening, maintaining, and closing bank products – such as the Money Market Fund and TISP.Prepared accounting entries for the payment of plan values for surrenders, maturities, and death benefit.Prepared spreadsheets and vouchers for taxes paid to the Board of Inland Revenue.Performed daily reconciliation of data ensuring precise and consistent fee processing.

Master Of Business Administration - Mba, Finance

Acca Diploma In Accounting And Business

Cxc And Cape