Moises Velilla Email & Phone Number

Philadelphia, Pa, Us

King Of Prussia, Pennsylvania, United States

King Of Prussia, Pa

JM Search is a premier executive search firm for the nation's most discerning Private Equity, Venture Capital and Fortune 1000 firms.Work directly with recruiters and clients to provide market research and supportCreate an analysis of any given market including information on relevant target companies, the competitive landscape, key executives and industry news and trendsCollaborate with recruiters and clients to develop ideal candidate profiles and lead the effort on candidate pool development using online and internal resourcesHelp develop materials to support the search, including position descriptions, candidate write-ups, update reports and meeting recapsEnsure internal databases are up to date with the latest search informationSupport the recruiter and client in project management by scheduling meetings, preparing documents and maintaining awareness of deadlines and deliverablesCreate materials for new business pitchesMonitor industry news and its relation to existing clients and potential new business opportunities

King Of Prussia, Pennsylvania

Mount Laurel, New Jersey

Constructed loan programs tailored to clients’ specific needs and wantsEvaluated, authorize and recommend approval of refinance mortgage loansAssessed loan applications and documentation by confirming credit worthinessAdvised clients on financial status and planningFacilitated debt consolidation optionsEducated applicants in the mortgage process and explain federal guidelines and regulationsCompleted loan contracts by explaining provisions to clients and obtaining signatures and notarizationsMaintained efficient and confidential mortgage loan pipelineParticipated in industry education and networking opportunitiesAdhered to Federal and State laws, regulations and guidelines

Philadelphia, Pa

Conducted applications testing for Brandywine’s Microsoft Customer Relationship Management (CRM) software to identify defects and to ensure that the program meets functionality requirements defined by company business analystsDeveloped SSRS Reports that pulled data from the business’ Customer Relations Management tool to be used by the sales team to market Brandywine’s financial products and monitor business activityCollaborated with a team of 3 co-ops to research both current and potential cybersecurity threats to the business in preparation for future cyber-attacksProvided sensitivity analysis to the CPMO using SixSigma methodology application to determine the likelihood of completing a major company project on-scheduleTrained in programming principles for professional development and for testing in the various programming environments within Brandywine’s technological infrastructureCreated CRM SSRS reporting development tutorials for future team members to ease the learning process of a newly adopted tool

Greater Philadelphia Area

Allocated variances in financial data and identified shortfalls in invoicing statementsPrepared spreadsheets and pivot tables to reflect payments and invoicing activity Analyzed and prepared monthly and quarterly financial statements for auditing purposesConducted data entry of financial accounts using various accounting software such as Apollo and CognosReviewed and edited over 3,000 letters of credit and other financial documents for collateral and accounts payable processing

Greater Philadelphia Area

Conducted financial analysis to minimize company expenditure on stationary, equipment, temporary labor and fleet costsSourced materials and equipment for various business units within ACE that contributed to increased security and office process efficiency across multiple business unitsPrepared payment schedules and processed over 1,000 backed invoices for Accounts Receivable Created spreadsheets and pivot tables to illustrate and track expenditure Developed Requests for Proposals (RFP’s) for turnstiles, temporary labor and folder insertion equipment while initiating and maintaining relationships with new vendors Contributed to various company projects within ACE Procurement

Bachelor Of Science (B.S.), Finance, Senior

Activities and Societies: Treasurer, Society of Hispanic Professional Engineers (SHPE) 2016-Present Member, Delta Epsilon Iota Academic.

Bachelor Of Arts - Ba