Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Annise Williams

Proficient Financial Services Professional
Nassau, Bahamas

Summary

Experienced individual providing high-quality administrative support to various departments. Highly organized and detail-oriented with great multitasking and task prioritization skills.

Overview

16
16
years of professional experience

Work History

Loan Administration Officer

Public Worker's Cooperative Credit Union Ltd.
2023.06 - Current
  • Assist in the development and implementation of new loan products tailored to the unique needs of niche market segments, resulting in increase revenue streams.
  • Liaise with employers and other sources to check applicants' credit and personal references
  • Contact customers via email, and telephone to relay acceptance or rejections of applications
  • Maintain accurate records of loans and generate reports
  • Corroborate on-time payments and meeting of loan terms by assessing customer accounts
  • Support underwriters in evaluating applications by promptly gathering required documentation for creditworthiness assessments.
  • Collaborate with loan officers to ensure accurate and complete application packages, reducing processing time and errors.



Loan Officer

Public Worker's Cooperative Credit Union Ltd.
2022.09 - 2023.06
  • Collaborate with underwriters to expedite loan approvals and close deals in a timely manner.
  • Improve loan processing efficiency by streamlining application procedures and documentation requirements.
  • Meticulously review applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
  • Educate potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Negotiate favorable loan terms with borrowers, increasing overall profitability for the company.
  • Submit loan applications to underwriter for verification and recommendations.
  • Conduct thorough credit analysis to minimize risk exposure for the financial institution.

Accounts Clerk II

Public Worker's Cooperative Credit Union Ltd.
2008.03 - 2022.09
  • Supported annual audits by preparing accurate and well-organized financial documentation for review.
  • Supported payroll administration functions to ensure employees received accurate compensation on time each pay period.
  • Provide accounting and clerical support to accounting department
  • Reconcile accounts within timely manner.
  • Inform management and provide assistance and support to company personnel
  • Type accurately, prepare, and maintain accounting documents and records
  • Prepare bank deposits, general ledger postings and statements

Education

Associate of Applied Science - Office Administration

Bahamas Technical & Vocational Institute
Old Trail Road
2001.05 -

Certification - Accountant Assistant Certification

Synergy Bahamas
Shirley Street
2001.05 -

Certification - STCW Safety Course & B Boating License

Gadites Maritime & Navigational Institute
2001.05 -

High School Diploma -

St. Augustine's College
Bernard Road
2001.05 -

Skills

Microsoft Office Suite, documentation and control, administrative support, policy and procedure modification, report generation, critical thinking, interpersonal skills, self-motivated, customer service.

References

Mr. Charlton Tinker, Former General Manager-(242)814-6571

Mrs. Carla Jackson-(242)424-0890


Timeline

Loan Administration Officer

Public Worker's Cooperative Credit Union Ltd.
2023.06 - Current

Loan Officer

Public Worker's Cooperative Credit Union Ltd.
2022.09 - 2023.06

Accounts Clerk II

Public Worker's Cooperative Credit Union Ltd.
2008.03 - 2022.09

Associate of Applied Science - Office Administration

Bahamas Technical & Vocational Institute
2001.05 -

Certification - Accountant Assistant Certification

Synergy Bahamas
2001.05 -

Certification - STCW Safety Course & B Boating License

Gadites Maritime & Navigational Institute
2001.05 -

High School Diploma -

St. Augustine's College
2001.05 -
Annise WilliamsProficient Financial Services Professional