customer information operations
Jordan Ahli Bank
Total years of experience :9 years, 11 Months
Answer questions about account types and banking products, such as CDs, money market accounts, loans and credit cards
Check on the status of customer accounts and track checks and payments
Review and explain account charges
Assist banking customers who are victims of fraud, theft or identity theft
Assist customers with replacing lost or stolen credit or debit cards
Assist with address changes
دراسات ائتمانية لغايات موافقات مالية لتسهيلات عملاء الشركات
Jordan ahli bank amman
•Auditing the financial statements of the companies and comparing them with the request for facilities to identify and analyze the financial gapfinancial data regarding loan requests for new, renewal and existing loans,
•including data provided by credit bureaus, other financial institutions and financial
•institution files.
• Prepares spread sheets, reports, summaries and opinions for financial institutions
•officers on new, renewal and existing loans.
• Works with examiners and third party vendors.
•and input financial data into computer generated spread model
• Assist in preparing and conducting loan presentations for the Board of Directors and
•bank presentations
• Track and review interim and annual financial information on existing customers
• Consult and work in tandem with Loan Officers in gathering appropriate
•documentation to resolve credit quality issues
• Recommend and monitor borrower adherence to loan covenants
• Prepare and track risk management reports, commercial loan portfolio concentration
•reports, real estate appraisal evaluations, and audit portfolio administration.
• Maintains the privacy of customer information and the security of all records
• Adheres to organizational policies and procedures
Training on customer relationship managers and corporate credit review Auditingthe financial statements of the companies and comparing them with the request for facilities to identify and analyze the financial gapfinancial data
• Analyze financial data regarding loan requests for new, renewal and existing loans, including data provided by credit bureaus, other financial institutions and financial institution files.
• Prepares spread sheets, reports, summaries and opinions for financial institutions officers on new, renewal and existing loans.
• Works with examiners and third party vendors.
•Performs credit inquires for the financial institution as requested.
• Recommendations for credit rating
• Approval authority based on experience Researches background documentation and reviews personal and business financial statements and tax returns. Analyzes financial information and prepares thepreliminary analysis for the lender.
• Ability to interpret tax returns, public and private corporations financial statements and input financial data into computer generated spread model
• Assist in preparing and conducting loan presentations for the Board of Directors and bank presentations
• Track and review interim and annual financial information on existing customers
• Consult and work in tandem with Loan Officers in gathering appropriate
•documentation to resolve credit quality issues
• Recommend and monitor borrower adherence to loan covenants
• Prepare and track risk management reports, commercial loan portfolio concentration reports, real estate appraisal evaluations, and audit portfolio administration.
• Maintains the privacy of customer information and the security of all records
• Adheres to organizational policies and procedures
•Jordan Ahli Bank, Amman/Jordan
Teller and back office and csr
•Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
•Knowledge of products and everything related to customer service
•Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
•Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips
•Deeling with back office transactions
•Mange the petty cash
•Assist Customer service department and interact with them and keep them informed
•Time management and implementation of accounting entries to the Operations Department
• Count currency, coins, and checks received, by hand or using currency-counting machine, in order to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank
•Greater Salt Municipality/finance department
Al-Balqa` Applied University /salt/Jordan Bachelor's degreeinaccounting information system
(Scientific Branch)