j
jonesfinancial

Jones Financial

@jonesfinancial

Financial Operations and Bookkeeping Specialist

Estados Unidos
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
With 17+ years of experience in banking, lending, management, and accounting, I help individuals and small businesses organize their financial information with confidence. I specialize in bookkeeping support, financial organization, reconciliations, spreadsheets, loan-ready financial documentation, and professional financial correspondence. My approach is analytical, detail-oriented, and confidential, delivering accurate work and practical solutions tailored to each client’s needs.... Saiba mais

Habilidades

j
jonesfinancial
Jones Financial
offline • 

Conheça meus serviços

Orçamento e Previsão
I will create a custom business budget and financial plan
A partir deUS$ 80 /projetoMais detalhes

Experiência profissional

Financial Services Manager

Banks

Jan 2008 - Present • 18 yrs 6 mos

* 17+ years in banking, lending, underwriting, and management * Analyze financial information and support lending decisions * Lead teams and improve operational processes * Prepare financial documentation and professional correspondence * Ensure accuracy, compliance, and exceptional client service * Loan underwriting and analysis * Financial statement review * Credit analysis * Risk assessment * Income and documentation verification * Loan file preparation