Bonita Haley - Virtual Assistant
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Bonita Haley - Virtual Assistant

Florida
in United States

Bonita Haley

Member Since: February 2008

Short Description:

High level of proficiency with Microsoft Office applications-(Word, Excel, Outlook, PowerPoint, Quicken, etc.)Excellent oral and written communication skills.

Long Description:

Summary of Qualifications and Experience:
Currently studying for the Series 7 and 63 License examine, Commercial Real Estate Loan Processor, Post Loan Closer, Loan Restructuring, Reconcilement Specialist, Analyzing Financial Statements, Spreadsheets-(calculation of interest and payment amortization)

Education
Bachelor of Business Administration, Associate Degree in Computer Science, Management and Training Experience, Commercial Lending/Analyst- American Institution of Banking.
Employment History:
Fidelity Investments 07/23/07 - Present Financial Representative (pre-licensed)
Broker/Dealer services - non licensed representative functions only while currently studying for taking the Series 7 and 63 license examine.

Bank of America Global Commercial and Investment Banking 06/2004 - 07/17/2007
Commercial Credit Document Administrator
Commercial loan processing (order/review appraisal, title commitment, insurance, etc.)
Communication between Borrower, Attorney, Title Company and Banker. Schedule and assist with closing of loan. Review executed documents and send necessary documents for filing.

Bank of America 02/2003 - 06/2004 National Post Closing Specialist
Escalation Desk. Researched and resolved mortgage title, documentation and filing errors.

First Union National Bank (NKA Wachovia) 10/1998 - 02/2003
Commercial Loan Document Specialist
Loan processing of new and renewed loans. Communication between Borrower, Attorney, Title Company and Banker. Scheduled loan closing and filing of necessary documents.



Bank of America 12/1997 - 10/1998 Commercial Loan Processor
Loan processing of commercial loans at or above $5,000,000.00 for growth companies.

Barnett Bank Mortgage Company 05/1997 - 12/1997 Post Closer
Received and reviewed loan documents for accuracy. Proofing of marked up title commitment to final title policy. Filing and verification of necessary loan documents.

Barnett Bank Technologies, Inc. 08/1996 - 05/1997 Commercial Client Specialist
Research, resolve and respond to customer’s complaints. Prepared spreadsheets, amortization schedules and loan restructuring agreements. Maintain updates to commercial loan procedure manual. Assisted with new hire training.

Barnett Bank Technologies, Inc. 08/1992 - 08/1996
Commercial Loan Participation/Special Asset Specialist
Loan processing of participated loans, maintain participated and special asset loans (loan in default) files, credited account payments, calculated and sent participating lender’s percentage of payments

Barnett Bank Technologies, Inc. 10/1991 - 08/1992
Commercial Loan Reconcilement Specialist
Reconcilement and posting of commercial loan general ledger accounts, prepared calculation spreadsheets. Assist with Quality Control of loan accounting processing.

Barnett Bank Technologies, Inc. 09/1990 - 10/1991
ATM Reconcilement Specialist
Reconcile and posting of ATM general ledger accounts, prepared calculation spreadsheets

Tarrant County Texas 06/1985 - 08/1990
County Clerk Deputy (Bookkeeping)
Reconcilement and posting of criminal court general ledger accounts, maintained Trust accounts and handled county’s bank transactions

Services and Skills offered by this Virtual Assistant

Secretarial/Administration

• Articles
• Audio Typing
• Bookkeeping
• Business Administration
• Correspondence
• Customer Services
• Data Input
• Desk Top Publishing
• Diary Management
• Digital Transcription
• Editor
• Electronic Forms
• Email Administration
• Event Management
• Executive Assistant
• Faxing
• Flyers
• Invoicing
• Medical Transcription
• Minutes
• Newsletters
• Office Management
• Payroll
• Personal Assistant
• Presentations
• Procedural Documentation
• Purchasing
• Reminder Service
• Research
• Resumes / CVs
• Scanning
• Secretarial Services
• Spreadsheet Design
• Telephony Services
• Time Management
• Transcription
• Travel Arrangements
• Word Processing

Computing

• Data Conversion
• Internet Consultancy
• Networking
• Office Automation
• Phone Help Desk
• Search Engine Optimisation
• Software Testing
• Technical Support
• Web Hosting
• Web Site Administration

Specialist

• Contract Administration
• Real Estate
• Technical Writing

Professional

• Accountancy
• Financial Services
• Mailshots
• Project Management
• Public Relations

Miscellaneous

• Concierge Services

Contact Details

Name:
Bonita Haley

Telephone:
Telephone: 904-993-7398
FAX: 904-766-1113