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.
06.2023 - 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.
09.2022 - 06.2023
- 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.
03.2008 - 09.2022
- 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 05.2001 -
Certification - Accountant Assistant Certification
Synergy Bahamas
Shirley Street 05.2001 -
Certification - STCW Safety Course & B Boating License
Gadites Maritime & Navigational Institute
05.2001 -
High School Diploma -
St. Augustine's College
Bernard Road 05.2001 -
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.
06.2023 - Current
Loan Officer
Public Worker's Cooperative Credit Union Ltd.
09.2022 - 06.2023
Accounts Clerk II
Public Worker's Cooperative Credit Union Ltd.
03.2008 - 09.2022
Associate of Applied Science - Office Administration
Bahamas Technical & Vocational Institute
05.2001 -
Certification - Accountant Assistant Certification
Synergy Bahamas
05.2001 -
Certification - STCW Safety Course & B Boating License
Gadites Maritime & Navigational Institute
05.2001 -
High School Diploma -
St. Augustine's College
05.2001 -
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