lead financial planning and analysis responsible resume example

• Handled routine and complex inquiries from customers, title companies, and vendors each day.
• Audited files regularly to detect and correct paperwork and processing errors.
• Processed payoffs, releases and curtailments for [Type] loans.
• Verified newly-loaded consumer, mortgage and commercial loans against established standards.
• Created financial analysis reports of commercial real estate, borrowers' financial statements, lease reviews and market research.
• Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
• Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
• Performed ceiling maintenance of treasury management auto-pay product.
• Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.
• Monitored loans to verify adequate and current insurance coverage.

• Provide safety gear to employees for protection in the event of accidents
• Supervise activities of workers to ensure that they are hands-on in order to promote hard-work, which is needed for successful deliveries and completion of production tasks to meet clients’ demands and deadlines
• Inspect goods to be delivered to ensure that they are in the right quantity and quality. Supervise the loading of such goods into vehicles for delivery
• Liaise with transportation companies to create a good working relationship to be able to strike good negotiations for transportation of goods, and to prevent hiccups that may arise
• Give vivid directions and guidelines to shipping agents about nature of goods and delivery locations, and maintain communication with them to ensure that goods are not damaged on transit
• Prepare invoice for orders and deliveries as part of record keeping measures and evidence of transaction
• Help in recruiting competent and hardworking workers to carryout daily operations at the organization and put them through in discharging their duties
• Ensure that workers adhere to industry standards in dealing with clients, to promote rule of law and avoid practices such as smuggling and overloading to avoid accidents which could lead to loss of lives and properties
• Evaluate transportation cost and other expenses and verify that they are not more than the amount charged to clients, to ensure that a positive account balance is left at the end of every transaction
• Keep records of all shipping activities, documenting procedures, guidelines, and changes in procedures for reference purposes

Conducts asset protection activities and audits in accordance with established policies, procedures, and guidelines

Ensures that activities are in compliance with state and local statutes

Acts professionally with integrity, honesty, and according to company values

Maintains relationships with center security and local law enforcement

Is aware of dishonest and fraudulent activity occurring in the mall

Ensures associates focus on achieving the shortage goal through service and awareness

Identifies associates who violate policies and procedures and partners with the Store Director

and Regional Asset Protection Director

Communicates and implements asset protection programs, initiatives, and strategies

Assists in inventory planning and execution

Performs all responsibilities to achieve individual and store goals

Supports the store's shortage and theft awareness program and advises management of any

unusual activity using the various reporting methods provided by the company (Alertline, Open

Door Policy, contacting Asset Protection or Human Resources team)

Follows all store policies and procedures

Additional responsibilities as assigned

• Participated in securing program special projects to aid division with better practice delivery.
• Built cross-functional relationships with business partners to reduce losses.
• Reviewed CCTV footage to obtain evidence of theft.