Rana Fuad Ali Obeidat
Banking & Finance Professional With Extensive Experience In Customer Relations, Credit, And Purchasing
Seef
Summary
Dynamic professional with extensive experience in customer relations, credit, and purchasing, recognized for driving success through exceptional organizational skills and a collaborative team approach. Proven track record of enhancing operational efficiency and fostering positive client relationships, positioning as a valuable asset for any market-leading organization. Eager to leverage expertise in a senior or managerial role, committed to continuous improvement and achieving outstanding results. Passionate about contributing to team success and elevating organizational performance.
Overview
18
18
years of professional experience
Work History
Accounts Assistant, Pricing & Purchasing
Abeer Akbari & Associates WLL
03.2020 - 07.2025
- Developed pricing strategies to optimize profitability and enhance market competitiveness.
- Streamlined purchasing processes to improve efficiency and reduce costs.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Provided excellent customer service while handling various billing inquiries from clients, fostering strong client relationships.
Accountant, Pricing & Purchasing
First Building of Contracting
10.2022 - 10.2023
- Oversaw accounting functions to streamline pricing and purchasing processes.
- Managed vendor relations to ensure strong partnerships and reliable service.
- Ensured accurate financial records for compliance and informed decision-making.
- Handled day-to-day accounting processes to drive financial accuracy.
Assistant Manager - Head of Customer Experience (Acting Branch Manager)
Jordan Ahli Bank
09.2018 - 02.2019
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Developed strong working relationships with staff, fostering a positive work environment.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
Head of Customer Experience
Jordan Ahli Bank
01.2017 - 08.2018
- Directed customer service initiatives that enhanced satisfaction and retention rates.
- Managed a team to deliver consistent, high-quality banking services.
- Streamlined internal processes for more efficient issue resolution, reducing overall case volume while maintaining high-quality service levels.
- Established cross-functional teams for improved communication between departments and better customer experiences.
Senior Collection Officer
Jordan Ahli Bank
08.2016 - 01.2017
- Reduced non-performing loans through strategic management and targeted interventions.
- Formulated effective debt collection strategies to enhance recovery rates.
Senior Credit Officer
Jordan Ahli Bank
03.2016 - 08.2016
- Evaluated loan applications and credit reports to assess creditworthiness and financial data.
- Determined approvals, denials, and recommendations based on bank policies and regulations.
Data Cleansing and Archiving Supervisor (Overtime - temporary project)
Jordan Ahli Bank
06.2015 - 05.2016
- Supervised the cleansing and archiving of data for a temporary project.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
Credit Officer
Jordan Ahli Bank
02.2013 - 02.2016
- 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.
- Developed key relationships with clients, providing exceptional service and fostering long-term partnerships.
Customer Experience Officer
Jordan Ahli Bank
08.2007 - 01.2013
- Delivered exceptional customer service by resolving inquiries and issues promptly.
- Managed customer accounts to ensure satisfaction and retention.
- Promoted banking products to enhance customer engagement and drive sales.
- Collaborated with cross-functional teams to resolve complex customer issues in a timely manner.
Teller
Jordan Ahli Bank
02.2007 - 07.2007
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Assisted customers in addressing various banking needs effectively.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
Education
Bachelor’s degree - Banking & Finance
Yarmouk University
Irbid, Jordan 04.2001 -
Skills
Languages: Arabic (Native), English (Fluent)
Computer Skills: Microsoft Office Suite, T24 banking system, Basic Computer Skills
Personal Skills: Leadership, Teamwork, Time Management, Communication, Negotiation, Problem-Solving, Creative Thinking
MS Office & Basic Computer Skills
Ledger and journal entries
References
Available Upon Request.
Training
- November 2018 Digital onboarding (Jordan Ahli Bank)
- November 2018 Bancassurance (MetLife – American Life Insurance Company)
- October 2018 Compliance, Anti-money laundry and FATCA (Jordan Ahli Bank)
- June 2018 Cash management -Mckinsey (Jordan Ahli Bank)
- August 2017 Detection of Banking Counterfeiting and forgery (Jordan Ahli Bank)
- July 2017 Quality of banking service (Jordan Ahli Bank)
- January 2016 Temenos T24 banking system (Jordan Ahli Bank)
- November 2015 Financial Analysis and Cash Flaws (Institute of Banking Studies)
- June 2014 Emotional Intelligence (Jordan Ahli Bank)
- April 2013 Introduction of banking credit (Institute of Banking Studies)
- September 2012 Professional Banking Seller (Institute of Banking Studies)
- June 2012 Detect Fraud Documents (Jordan Ahli Bank)
- January 2012 Team Building (Jordan Ahli Bank)
- September 2011 Time Management (Joint Efforts Group)
- July 2011 Professional Customer Service (ME Training)
- January 2011 Accounting for Non-Accounting (Golden Gloss Consultation & Business Development)
- July 2009 Etiquette Skills (Diplomatic Institute)
- February 2007 General Courses of Banking Processes and Products (Jordan Ahli Bank)
- October 2005 - ABC Bank: 212 hours in Operations, Deposits, and Customer Care.
- September 2005 - Central Bank of Jordan: 80 hours in Foreign Investment, Open Market Operations, Public Debt, Research & Studies, and Inspection & Control of Banks.
Timeline
Accountant, Pricing & Purchasing
First Building of Contracting
10.2022 - 10.2023
Accounts Assistant, Pricing & Purchasing
Abeer Akbari & Associates WLL
03.2020 - 07.2025
Assistant Manager - Head of Customer Experience (Acting Branch Manager)
Jordan Ahli Bank
09.2018 - 02.2019
Head of Customer Experience
Jordan Ahli Bank
01.2017 - 08.2018
Senior Collection Officer
Jordan Ahli Bank
08.2016 - 01.2017
Senior Credit Officer
Jordan Ahli Bank
03.2016 - 08.2016
Data Cleansing and Archiving Supervisor (Overtime - temporary project)
Jordan Ahli Bank
06.2015 - 05.2016
Credit Officer
Jordan Ahli Bank
02.2013 - 02.2016
Customer Experience Officer
Jordan Ahli Bank
08.2007 - 01.2013
Teller
Jordan Ahli Bank
02.2007 - 07.2007
Bachelor’s degree - Banking & Finance
Yarmouk University
04.2001 -