Serena Papaleo
Modica
Summary
Proven Banking Consultant with a track record of enhancing customer relationships and business growth at BANCA DI CREDITO COOPERATIVO DI PACHINO (ICCREA).
Directed sales and administration of all banking services, including deposits, loans, investments to businesses and individuals. Worked with customers to develop investment and financial plans.
Excelled in credit analysis and client service, boosting portfolio performance and operational efficiency. Demonstrated problem-solving prowess. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
10
10
years of professional experience
Work History
Banking Consultant
BANCA DI CREDITO COOPERATIVO DI PACHINO (ICCREA)
06.2017 - Current
- Extended and sustained relationships with customers to maintain and grow business.
- Contacted prospective clients to generate new loans, deposits, and business to achieve company production goals.
- Evaluated risk and demand deposit balances of each account to properly price loans to meet profitability standards.
- Optimized credit portfolio performance by conducting regular reviews and recommending adjustments as needed.
- Delivered exceptional customer service, resolving complex issues promptly and maintaining strong relationships with key clients.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Evaluated creditworthiness of potential borrowers using thorough research and analysis techniques, minimizing default risks.
- Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
Accounting Assistant
VBA STUDIO ASSOCIATO
03.2015 - 06.2017
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Expedited invoice processing with effective communication between internal departments and external vendors.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Assisted in preparing monthly financial statements, contributing to transparent and accurate financial reporting.
Audit Assistant
G.D.A. REVISORI INDIPENDENTI SPA
10.2014 - 03.2015
- Reviewed general ledger transactions to identify errors or irregular entries.
- Assessed financial statements and records.
- Supported senior auditors in the preparation of detailed reports for management, outlining key findings and areas for improvement.
- Completed audits in accordance with regulations and procedures.
- Reduced errors in financial statements by conducting comprehensive account reconciliations and adjusting entries as needed.
- First and second level control on the project financed by the european commission
Education
Master of Science - Business Economics
UNIVERSITA' DEGLI STUDI MILANO BICOCCA
Milan, Italy03.2015
Bachelor of Science - BUSINESS ECONOMICS AND LEGISLATION
UNIVERSITY OF PERUGIA
Perugia, Italy07.2012
High School Diploma -
LICEO SCIENTIFICO ARCHIMEDE
ROSOLINI06.2009
Skills
- Problem-Solving
- Attention to Detail
- Team Leadership & Development
- Client Relationships
- Credit analysis
- Loan Processing
- Investment knowledge
- Financial Planning
- Portfolio Management
- Customer Service
- Know Your Customer
- Operational Efficiency
Caraibic dance
I have loved dancing since I was a baby. Today I like dancing mainly salsa and bachata, it makes me carefree.
Languages
Italian
Bilingual or Proficient (C2)
English
Upper intermediate (B2)
French
Elementary (A2)
German
Beginner (A1)
Timeline
Banking Consultant
BANCA DI CREDITO COOPERATIVO DI PACHINO (ICCREA)
06.2017 - Current
Accounting Assistant
VBA STUDIO ASSOCIATO
03.2015 - 06.2017
Audit Assistant
G.D.A. REVISORI INDIPENDENTI SPA
10.2014 - 03.2015
Master of Science - Business Economics
UNIVERSITA' DEGLI STUDI MILANO BICOCCA
Bachelor of Science - BUSINESS ECONOMICS AND LEGISLATION
UNIVERSITY OF PERUGIA
High School Diploma -
LICEO SCIENTIFICO ARCHIMEDE
Similar Profiles
GIULIA MINATOGIULIA MINATO
Front Office and Financial Advisor at Sparkasse Cassa di Risparmio di Bolzano - BNL Banca Nazionale del LavoroFront Office and Financial Advisor at Sparkasse Cassa di Risparmio di Bolzano - BNL Banca Nazionale del Lavoro
Luisa CianfroneLuisa Cianfrone
Impiegata at CORTINABANCA - CREDITO COOPERATIVO - SOC. COOPERATIVAImpiegata at CORTINABANCA - CREDITO COOPERATIVO - SOC. COOPERATIVA
Letizia MatarreseLetizia Matarrese
Head of Business Intelligence at Iccrea Banca SpaHead of Business Intelligence at Iccrea Banca Spa