Experience

1128 Capital LLC

• United States
• Financial Services
• 1 - 100 Employee

• Loan Closer

  • Mar 2021 - Present

  Plano, Texas



Volunteering at Clark Middle school as Executive Board member

• Executive Board member at Clark PTA

  • Aug 2016 - Nov 2022

  Frisco,Texas Attend Local board meetings and actively participating in school events. Communicating and sharing important information to other board members on key legislative issues.



Citizens Bank

• United States
• Banking
• 1 - 100 Employee

• Personal Banker

  • Dec 2009 - Jun 2010

  Warwick,Rhode Island Actively involved in marketing bank products in the teller line as well at the Store Kiosk. Cross Sell Bank products to enhance customer relationshps while performing the job of a teller. Closes Sale by engaging in a bank relationship. Opening Checking, Savings and Business accounts. Refer customers to Loan Officers, Financial advisor for additional sales and service.

• Personal Banker

  • Dec 2009 - Jun 2010

  Warwick,RI Generate leads while working on the teller line. Cross Sell Bank products to enhance customer relationship. Refering clients to other business resources. Opening Checking, Savings and Business accounts.



H & R Block Eastern Enterprises Company

• Tax Specialist II

  • Dec 2007 - Dec 2009

  Lincoln, Rhode Island • Preparing tax return while providing outstanding client experience. • Acting as an agent of HSBC Bank by offering clients Refund anticipation loans and Refund Anticipation checks. • Acting as an agent of H&R Block bank by offering H&R Block Emerald Advance Line of Credit, Prepaid Master card, Easy IRA’s, Savings account. • Tallying the cash draw at the end of the day • Answering tax queries on the phone and resolving clients issues • Keeping up with the changes in the tax law… Show more • Preparing tax return while providing outstanding client experience. • Acting as an agent of HSBC Bank by offering clients Refund anticipation loans and Refund Anticipation checks. • Acting as an agent of H&R Block bank by offering H&R Block Emerald Advance Line of Credit, Prepaid Master card, Easy IRA’s, Savings account. • Tallying the cash draw at the end of the day • Answering tax queries on the phone and resolving clients issues • Keeping up with the changes in the tax law by taking exams and attending training sessions. • Assisting Score presentations and participating in marketing campaigns. Show less



e-Serve International Limited Formerly Known as Citicorp Securities and Investments Ltd

• Processing Officer

  • Sep 1999 - Oct 2001

  Chennai Area, India • Coordinate investment operations for Citibank N.A. across 16 countries in the NRI business • Generate reports from Euroclear system. Input instructions in Euclid system and check for coupon payments. • Receive deal slip from Mumbai Treasury Unit and process security purchase forms received from different NRI locations to ensure timely settlement of deals between custodians. • Ensure that the trader has input his instruction in the Euclid system and ensure settlement of the deal… Show more • Coordinate investment operations for Citibank N.A. across 16 countries in the NRI business • Generate reports from Euroclear system. Input instructions in Euclid system and check for coupon payments. • Receive deal slip from Mumbai Treasury Unit and process security purchase forms received from different NRI locations to ensure timely settlement of deals between custodians. • Ensure that the trader has input his instruction in the Euclid system and ensure settlement of the deal on the chosen date. • Input the transaction in the database so that the bond is reflected in the customers account. • Send the dealslips to a third party vendor and get the subscription advice and complete a Quality Audit. • Keep track of the Coupon Payment frequency of each bond. • Collect Standing Instructions from the customers for the different bonds that they own and make coupon payments based on their instruction. • Wire Transfer the funds using the Euroclear System • Send Coupon advices to the customers once the coupon is paid. Show less