LENYN GONZALEZ
Relationship Executive at NodusBank- Claim this Profile
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Español Native or bilingual proficiency
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Inglés -
Topline Score
Bio
Credentials
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Recognition Banking Business III, moderator Caracas-Venezuela
-May, 2012- Nov, 2024 -
for Participation in the Big Bank of Ideas Banesco ®. Caracas-Venezuela
-Oct, 2008- Nov, 2024 -
Quality of Service as Strategist Manager Merida-Venezuela
-Jun, 2008- Nov, 2024 -
Recognition for Participation in the Rally “Rewards your Knowledge” Caracas-Venezuela
-Sep, 2006- Nov, 2024 -
Certified Anti-Money Laundering Specialist (CAMLS)
CAMS Certification -
AFC Mid-Year Pulse Check.
ACAMS -
Advancing Financial Inclusion Priorities.
ACAMS -
Emerging Trends of Financial Crimes in LATAM.
ACAMS -
New Banking Questionnaire- Facing the New Challenges.
ACAMS -
Instituciones Financieras
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Experience
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NodusBank
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Puerto Rico
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Banking
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1 - 100 Employee
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Relationship Executive
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Jun 2018 - Present
• Perform a role focusing on client relationship management, including client acquisition, provision of personal financial advice and on-going servicing of retail clients. • Explain and promote the financial services offered by the bank (Online Banking) to increase customer satisfaction. • Establish long-term trust relationships with customers, proactively seek new business opportunities. • Stay up to date with new products and services. • Responsible to provide customer service, by ensuring emails, phone calls, and case management cases are properly responded. • Identify, evaluate, monitor, and made any recommendation in order to assess, reduce, eliminate or control any current or prospective risks. • Responsible for developing communication protocols, streamlining administrative procedures. Show less
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Nodus Finance LLC
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United States
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Financial Services
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1 - 100 Employee
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Executive Assistant to CEO
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Jun 2018 - Present
• Provided comprehensive white-glove support to ensure the executive remains on track. • Organized and coordinated office administration and procedures, to ensure organizational effectiveness, efficiency, and safety. • Maintained strict confidentiality and discretion regarding the employer's personal and professional matters. • Conducted research, prepared briefing materials, and gathered information for the employer. • Created, edited, and format documents, presentations, and spreadsheets as required. Show less
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JSD & COMPANY P.A.
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8390 W FLAGLER ST. SUITE 201 FL. 33144
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Bookkeeper Specialist
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Nov 2017 - May 2018
• Oversaw company's financial data and compliance by maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations. • Performed daily accounting tasks such as monthly financial reporting, general ledger entries, and record payments and adjustments. • Assisted individual, small businesses, and corporations with accounting and taxes. • Responsible for client’s tax preparation, financial audit, business valuations, management consulting and QuickBooks consulting. • Oversaw and managed reconciliations, budgeting, general ledger financial statements, financial reporting, payroll processing, sales tax, administrative processes and operations. Show less
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EMT
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Miami/Fort Lauderdale y alrededores, Estados Unidos
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Executive Administrative Assistant.
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Nov 2015 - Feb 2017
• Coordinated and maintained the CEO’s schedule, including arranging meetings, appointments, and travel plans. Prioritize and resolve scheduling conflicts efficiently. • Acted as the primary point of contact for all internal and external communications, including phone calls, emails, and letters. Screened and filtered messages to ensure the employer's time is optimized. • Handled administrative tasks such as drafting correspondence, preparing reports, filing documents, and managing office supplies. Show less
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L.G. Accounting Services
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Mérida, Venezuela
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Accountant
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Jan 2013 - Nov 2015
• Worked on commissions for many small and medium size companies to determinate payroll payments as an outsourcing service. • Audited payments to supplier, incoming and outgoing investments, taxes reserves. • Verified the application of accounting principles to the record of accountable information. • Reviewed the final version of the financial statements to file taxes, request credit to financial institutions and present to shareholders and owners. • Analyzed the financial information, to determinate possible improvement of financial ratios, either by cutting cost or implementing projects to increase income. • Prepared forecast of the financial statements under different scenarios and conditions Show less
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Bancaribe
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Venezuela
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Banking
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700 & Above Employee
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Business Advisor
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Jan 2009 - Dec 2012
• Managed a portfolio of more than 30 corporations. • Designed the most suitable kind of credit for each customer from the bank’s portfolio which comprehend simple and revolving credits, financial leasing, letter of credit and corporate credit cards among others. • Promoted micro credit to middle and small companies per their financial information and growth projections. • Analyzed the financial information and prepared the complete credit request which includes financial and legal reports, commercial references, external credit reports, complying with the internal regulations and policies of the bank. • Identified business opportunities to sales additional products and services other than credits. Show less
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Banesco Banco Universal
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Venezuela
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Banking
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700 & Above Employee
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Business Associate
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Jan 2002 - Dec 2008
• Managed a portfolio of over 90 customers, increasing the number of banking products contacted and at the same time reduced the number of customers turned to legal collection. • Applied business strategies to sell banking products, such as saving and check account, personal loans, business credits, credit cards, mortgage loans and investments which ultimately resulted in a growth for the companies and to the bank. • Administrated the information related to training on specialized products such as investment funds, payments, payroll disbursement, online banking and currency exchange coverage. Show less
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Education
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2017 - 2017
Miami Dade College
Bookkeeper Certification Level 1 Candidate, Accounting -
1996 - 2001
University of the Andes
Bachelor Degree in Public Accounting -
Miami Dade College
QuickBooks N1
Community
