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Jones Financial
@jonesfinancial
Financial Operations and Bookkeeping Specialist
États-Unis
Anglais
À propos de moi
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.
Compétences
Jones Financial
hors ligne •
Voir mes services
Budget et prévisions
I will create a custom business budget and financial plan
Expérience professionnelle
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
