Helps with day to day questions from other Credit Associates to resolve credit issues, past due accounts, back charges, and short payments.
April 11, 2023
Collect and review any supporting documentation to accommodate a collateral modification or substitution.
October 13, 2022
Demonstrate personal accountability in areas of dependability and time management.
October 13, 2022
Prepare and present monthly and quarterly PCC materials and updated Exposure Strategies for clients, in coordination with ACD.
October 22, 2022
Assist on federal tax consulting services including accounting method assessments, design and implementation of projects related to revenue and expense recognition, capitalized items, fixed assets and inventories.
October 31, 2022
Communicate directly with client personnel, including operations, finance, accounting, and engineering.
December 30, 2022
Supporting trading activities by explaining model and algorithm behavior, carrying out scenario analysis, developing and delivering quantitative tools, and supporting analytics.
February 12, 2023