לא צויין
זכר
לא צויין
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מלאה
מיידי
תיכונית, מקצועית, תואר ראשון
עברית
אנגלית
רכב פרטי – רישיון ב'
רכב פרטי
PROFESSIONAL EXPERIENCE
Discount Bank
Tel Aviv, IL | Banker | May 2022 – Present
• Managed a vast portfolio of commercial clients, providing financial products such as term loans, lines of credit, and commercial real estate loans.
• Analyzed financial statements and business plans to assess creditworthiness and make loan recommendations.
• Worked closely with clients to understand their business needs, recommending tailored financial solutions and products.
• Collaborated with risk management and credit teams to ensure compliance with all bank-ing regulations.
• Developed relationships with key stakeholders, including business owners, accountants, and attorneys, to drive referrals and repeat business.
Amerifi Capital Group LLC
Miami, FL | Loan Officer| February 2018 – March 2022
• Evaluated client financial information, including credit scores, income, and assets, to de-termine loan eligibility.
• Advised clients on various loan products, helping them select the best options based on their needs.
• Processed and underwrite loan applications, ensuring compliance with both company guidelines and federal regulations.
• Managed a vast portfolio of clients, providing ongoing support through the loan process and post-closing.
• Maintained up-to-date knowledge of market trends, interest rates, and regulatory changes.
• Originated and processed residential mortgage loans, including FHA, VA, and conven-tional loans.
Capital One Bank
Great Neck, NY | Personal Banker | December 2013 – January 2018
• Provided personal financial counseling, managed loan and account application process, investments, CDS, transfers, and stocks.
• Provided financial counseling and support to clients in areas such as savings, investments, and loans.
• Conducted loan assessments and processed personal, business, and mortgage loans in ac-cordance with regulatory guidelines.
• Trained and mentored junior bankers, improving team efficiency and performance.
• Ensured compliance with banking regulations, including KYC (Know Your Customer) and AML (Anti-Money Laundering) procedures.
EDUCATIONAL EXPERIENCE
• High School Diploma | Great Neck North High School | Great Neck, NY | 2009
• Bachelor of Science in Business Administration, Minor in Marketing| Baruch Univer-sity | New York, NY | 2013
• Data Analyst Certification | Jolt | Tel Aviv, Israel | 2024
PROFESSIONAL SUMMARY
Detail-oriented and results-driven banker with 13 years of experience in retail banking, customer relationship management, and financial analysis. Proven track record of providing excellent cus-tomer service, handling financial transactions, and ensuring compliance with banking regulations. Adept at identifying customer needs, offering tailored financial products, and driving business growth. Strong communicator with expertise in managing portfolios, optimizing banking process-es, and contributing to overall team success
