- Assisted customers in bank operations, including opening accounts, accessing safe deposit boxes and ATM operations
- Prepared official checks for customer and internal bank needs
- Identified and eliminated errors when balancing ATM transactions and teller cash dispensers
- Cashed customer checks, including verifying identification and checking account balances in accordance with bank policies.
- Data entry and reconciliation of data.
- Setting up contracts of Insurance agents.
- Managing Information System for team
- Perform business and technical requirements gathering, use-case discovery, platform and reporting analysis from an XBRL perspective.
- Working in USAA (United Service Automobile Association) Process.
- Establish and maintain client data with individual or business customers and send remainder notice letter with premium, dwelling, property, loss of use amounts for renewal.
- Examine documents to determine insurer or mortgagee from such factors as applicant financial standing and value and condition of property.
- Examine, evaluate, premium amount and active status in client application software’s.
- Prepare letter for first remainder and followup or lapse remainder notice.
- Examine renewal status and premium amounts in dec page and make changes like new business, renewal, endorsement and cancellation.
- Analyze and classify mails and data to determine their current financial status, homeowner or mortgagee.
- Mapping and analysing financial data
- Using SEC to link current notes
- Reviewing the client comments
- Understanding the given data and matching all the fields
- Reviewing the note and matched in rendering
- Posting Journal Transaction.
- Prepare Bad Debt Reconciliation.
- Performing Foreign Exchange Transaction.
- Preparing Cash Flow Statement.