Juan Grimaldo Email & Phone Number

Duluth, Georgia

Bilingual Field Representative• Meet and secure clients by explaining intake documents such as Contract, Hippa and Power of Attorney.• Obtaining all pertinent information including medical treatment status, details about accident, employer, witnesses and police report.• Search for Workers Compensation Coverage Verification• Search for Business Information from the State of Georgia Corporations Division• Marketing, going to select clinics and distribute business cards and informational flyers from Law Firm.

Greater Atlanta Area

Atlanta, Georgia

Bilingual Field Representative• Meet and secure clients by explaining intake documents such as Contract, Hippa and Power of Attorney.• Obtaining all pertinent information including medical treatment status, details about accident, employer, witnesses and police report.• Search for Workers Compensation Coverage Verification• Search for Business Information from the State of Georgia Corporations Division• Marketing, going to select clinics and distribute business cards and informational flyers from Law Firm.

Alpharetta, Georgia

* File and process cash letter adjustments with Federal Reserve Bank. * Process daily return cash letter and charge back to accounts. * Process exception items including non posted, stop payment and NSF items. * Reconcile cash tellers' accounts for all branches. * Balance ATM and Visa settlement accounts. * File and process Regulation E claims (ATM, POS and ACH), research and resolve claims and provide clients with timely notices and credits. * Reconcile daily wire log verifying credits and debits applied to accounts. * Responsible for file maintenance and renewals on Certificates of Deposit sold to financial institutions and on CDs in which the bank is acting as an agent for the Department of Energy. Provide quote on current rates, rate calculation, reports to the DOE and necessary adjustments. * Check all entries on file maintenance and Reg CC holds imputed to system on previous day. * Act as backup support for general file maintenance including Deposit, ATM and Loan accounts. * Provide necessary support to all braches answering questions on operational issues and furnishing statements, check images, rate calculation or other requested documents.

Alpharetta, Georgia

Provide "assistance" to the Financial Modules team in taking a lead role is adding new GL branches for client as needed. Establish and nurture rapport with clients that is conducive to a long-term business relationship.• Including setting up the appropriate GL accounts Provide leadership and assume responsibility for key support services including, but not limited to contact center support, training, procurement support services and production support services.• Add branch specifications as appropriate• Update GL reports to reflect the new branch(es)• Verify that GL Integration has been set up in a manner to reflect the new branch(es). If not, make the appropriate changes.• Work with client (bank) during this entire process to make sure all areas are addressed and confirm with client that all information has been completed to expectations. • Added file maintenance support as requested by the Deposit, Loan and Financial Module managers. Provide written documentation to appropriate team members and client addressing each facet of implementation for every project, to include an overall rollout plan, timelines, and project assignments. • Assisted With receiving the EOY , Documents and Created Facets Cases f

Reconcile assigned general ledger accounts including FED account, WIP accounts, non posted, suspense, and official checks general ledgers. * File and process cash letter adjustments with Federal Reserve Bank. * Process daily return cash letter and charge back to accounts. * Process exception items including non posted, stop payment and NSF items. * Reconcile cash tellers' accounts for all branches. * Balance ATM and Visa settlement accounts. * File and process Regulation E claims (ATM, POS and ACH), research and resolve claims and provide clients with timely notices and credits. * Reconcile daily wire log verifying credits and debits applied to accounts. * Responsible for file maintenance and renewals on Certificates of Deposit sold to financial institutions and on CDs in which the bank is acting as an agent for the Department of Energy. Provide quote on current rates, rate calculation, reports to the DOE and necessary adjustments. * Check all entries on file maintenance and Reg CC holds imputed to system on previous day. * Act as backup support for general file maintenance including Deposit, ATM and Loan accounts. * Provide necessary support to all braches answering questions on operational issues and furnishing statements, check images, rate calculation or other requested documents.

Insure cash is secured according to policy throughout course of dayEnsure workstations are organized and equipped for the start of the business day, complete all work within the regular work schedule (inclusive of balancing your box quickly and accurately) and assist in the processing of nightly depository bags and currency/food stampsMaintain minimum amount of cash in teller's area to ensure compliance with security/safety measuresAssist in assuring the Teller line is properly staffed and effectively operationalProcess paying and receiving transactions for all product types and services accurately, courteously and in accordance with established policies and procedures.Be pro-active in identifying fraudulent or forged documentation and/or activity and reporting them to the respective supervisorsResponsible for on the job training of new TellersProvide Teller staff the appropriate amount of guidance with more difficult transactionsProcess currency shipments to and

balancing of cash drawer, processing of customers check, wire transfers, opening new accountsreceiving and paying out money and keeping records of money and negotiable instruments

Education record

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