• Assisting PB sales officers on client inquiries and concerns to the client’s satisfaction or by referring the case to the appropriate source.• Maintaining a thoroughout knowledge and understanding of the bank’s commercial and retail banking product, services, policies, and procedures. • Provide a high degree of services and support to resolving private banking clients, sales officers.• Ensuring all businesses are adhered to the bank requirements to protect the integrity of the client and the bank.• Accurately processing daily transactions originated by clients, management, or other departments. • Checking transactions within approved limits.• Complying with regulatory requirements as part of the service process, including Know Your Costumer (KYC) Anti-money laundering/Anti -terrorist financing (AML/ATF) and all applicable processes and guidelines as well.

• Cost and issue daily quotes assigned accurately within 24 hours of receipt using Payload Guidelines• Administer all aspects of incoming Instant Group Quotes• Ensure pricing is competitive by researching distribution channels• Respond to incoming emails pertaining to group rate requests in a professional, timely manner• Prioritize quotes to maximize conversion• Maintain product knowledge and participate in ongoing training

• Updating databases with the students’ courses' details and payment dates.• Sending invoices to the colleges and following up on their payment.• Preparing any reports as per management request, i.e to monitor enrollments in a particular institute.Accomplishments:• While on my position, I was able to reduce the amount of the account receivables by more than 50% from what I received from my predecessor.

• Conducted audits on all the main areas of the financial statements, using the RSM risk-based methodology.• Prepared control and financial reports with the results of the audits.

• Conducted interviews with the people involved in all the processes of the company to identify the risks associated to each of said processes.• Construction of risk matrices and improvement plans.• Following up on the improvement plans.Accomplishments:• Through our service, we helped establish the internal audit department of an important retail company in the city.

• Conducted audits on all the main areas of the financial statements, using the RSM risk-based methodology.• Prepared control and financial reports with the results of the audits.• Managed team of up to 4 employees and supervised and helped train up to 20 people while at the office.Accomplishments:• Becoming part of the staff that, under the COSO framework, evaluated the adequacy and effectiveness of the Internal Control System of the Community Road Project in Belize