Luis E. Rivero Vazquez, Cpa Email & Phone Number

Coconut Grove, Florida, Us

Coconut Grove, Florida, Us

New York, Ny, Us

Gb

Gb

• Demonstrates respect to all customers and make sure that they are attended with the highest level of customer satisfaction. • Creates long lasting relationships with customers to better understand what GFB could do to make their banking experience a better one.• Insures that compliance updates are reviewed by all associates within the assigned centers, also making sure that proper displays are shown, and takes it upon themselves to attain the needed knowledge. • Consistently using new banking software to maintain a high level of related banking knowledge (i.e. Bank Secrecy Act, US Patriots Act, etc.) • Analyzes how products could better adhere to customer interest; increasing in production of personal financial representatives and long term goals of the Solution Center.

• Creates 1040's 1120's for different types of individuals and different type of small and large businesses.• Audit all reports printed by other associates to assure the verification and validity of figures. • Investigates monthly bank statements to perform bank reconciliations which interact with the companies’ general ledgers and trial balances. • Creates client general ledgers from the received documents and initial interviews with the client.

• Produced a search lead database on Excel to increase our client database with a new efficient marketing campaign.• Analyzed 1040 and 1120 tax forms of multiple years to create new financial statements, in order to assess ICB’s credit risk if a loan was processed by them.• Created excel files to evaluate the likelihood of a client being able to pay back a loan by using the debt service coverage. • Debated and compromised with commercial loan officers to ensure that Intercredit Bank was not taking too much of a risk; in order to address the possibility of placing more covenants on the loan.

New York, Ny, Us

• Participated in increased customer satisfaction by making sure that every customer felt as though they were appreciated and aware that their transaction was done correctly.• Maintained a great balancing ratio by being very organized and precise with transactions.• Handled very large sums of money with accuracy by maintaining balance between drawer and vault to prevent excess liability to the bank. • Analyzed how products could better adhere to customer interest; increasing in production of personal financial representatives and long term goals of the branch.• Trained and developed a good system where new employees would become future senior tellers.

Master Of Science In Taxation, Taxation

Bachelors Of Science In Business Administration (Bsba), Accounting And Finance