Luis Pulido Email & Phone Number

Miami, Florida, United States

- Processing settlements of mortgage and small business loan acquisitions.- Reconciling pricing on loans pending for settlement to ensure accuracy.- Resolving pricing disputes with counterparties, escalating to senior management as needed.- Reviewing mortgage credit packages and loan documents for data verification.- Exporting end of day reporting to accounting, loan servicing, compliance, and CRA teams.- Training incoming employees on processing loan acquisitions for the business line.- Coordinating software adaption of loan management system amongst external and internalstakeholders of the business line.- Producing training materials and training counterparties via video calls on how to usebusiness line’s loan management system.- Business analysis for operations and process documentation for the Residential RiskManagement and Credit team.- Business analysis for implementing Amazon Web Service’s database analytics tool for otherbank departments, as proof of concepts of process automation and improvements.- Decoding data tapes for settlement of secondary market small business loans (SBA and non-SBA guaranteed loans).

Doral, Florida, United States

Working with the Bank Reconciliations Team, Tax Compliance Team, and International Office Accounting Team in a variety of ad hoc tasks and support functions. Projects and tasks include: -Processing monthly reconciliation of investment bank accounts, -Developing and supporting AP accounting process for the international offices,-Contacting vendors to provide up to date tax information.-Reclassifying correct expenses on a monthly basis to ensure accurate accounting data.-Managing one of the firm's credit card programs.

Certificate In Banking And International Banking, Banking And Financial Support Services

Bachelor Of Business Administration - Bba, Finance, General

Activities and Societies: Proud member of FBLA-PBL