John Boulis
International Financial Services
Cairo,Egypt
Summary
Dynamic financial services professional with extensive experience at the National Bank of Egypt, excelling in negotiations and stakeholder engagement. Proven track record in maximizing green loan portfolios and ensuring compliance with international standards. Strong analytical skills combined with exceptional communication abilities drive successful outcomes in complex financial environments.
Overview
8
8
years of professional experience
3
3
Languages
Work History
International Financial Services Senior
National Bank of Egypt
Cairo, Egypt
09.2019 - Current
- Engage in negotiations with international financial institutions to secure loans and agreements.
- Review, analyze and implement loan agreements, grant contracts, and other financial documentations.
- Collaborate with legal teams and other stakeholders to finalize the terms and conditions of the agreements, ensuring they align with the interests of the organization's vision.
- Serve as the focal point of contact for all stakeholders involved in the loan/grant process, including RMs, international financial institutions, auditors, technical consultants, EU representatives and governments.
- Checking eligibility criteria and approving the allocations for the available credit lines
- Preparing circular letters for all stakeholders showing the benefits and the criteria for each credit line
- Dealing and maintaining good relationships with international financial institutions and governments
- Workshops for all the stakeholders involved in each agreement to ensure the delivery of the knowledge
- Representing the National Bank of Egypt in many events and due diligences.
- Maximizing the portfolio of green loans and maintain the E&S ratio for the bank's loans portfolio
- Offering technical assistance to the clients for complying to the international vision of achieving SDGs
- Monitor the process of disbursing EU grants to the eligible clients who complied to the Environmental and Social standards
- Reporting of all agreements to the donors and the regulatory bodies.
- Ensuring the process of implementation is going inline with each international agreement and avoid the breach of any of the conditions
- Managing around 13 international agreement with different types of international financial institutions including governments
- Managing a portfolio of international agreements ranging around USD 2 Bn
Customer Service Representative
BLOM Bank
12.2017 - 09.2019
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Responded to customer requests for products, services, and company information.
- Assist customers with account maintenance activities, build and maintain strong relationships with them, ensuring their satisfaction and loyalty to the bank, and investigate and resolve customer complaints and issues, escalating complex problems to the appropriate departments or management when necessary.
- Trade Finance operations (LCs, LGs, outgoing transfers and Documents of collection)
- Executing FOREX and free market transactions with treasury dealing room to maximize the profit out of each transaction.
- Reviewing loan agreements ensuring they are complete and accurate according to the bank's policy.
- Educate customers on the bank's various products and services to promote cross-selling and upselling opportunities.
- Responsible for the anti money laundry reports
- Responsible for checks clearing house
- Responsible for KYC - FATCA - OFAC
Financial Analyst
HC for Brokerage and Securities
08.2017 - 12.2017
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
Financial Analyst Intern
Alpha for Brokerage and Securities
04.2017 - 07.2017
- Improved financial forecasting accuracy by conducting thorough research and analysis of market trends.
- Analyzed and monitored statistical data trends.
- Developed financial models for projects and presentations.
- Monitored organization's performance against competitors.
Education
C1 - English Proficiency
Cambridge University
Online, Egypt 04.2001 -
Certificate of Attendance - Study Tour
AFD "Agence Française De Développement"
Paris, France 04.2001 -
KYC & FATCA - Banking
EBI "Egyptian Banking Institute"
Cairo, Egypt 04.2001 -
Dealing With People With Disabilities - Banking
EBI "Egyptian Banking Institute"
Cairo, Egypt 04.2001 -
Anti-money Laundry - Banking
EBI "Egyptian Banking Institute"
Cairo,Egypt 04.2001 -
Counterfeiting And Forgery - Banking
EBI "Egyptian Banking Institute"
Cairo, Egypt 04.2001 -
Credit Course For Large Corporates - Credit Analysis
EBI "Egyptian Banking Institute"
Cairo, Egypt 04.2001 -
Bachelor of Science - Finance And Investment
Cairo Univeristy
Cairo, Egypt 04.2001 -
Bachelor of Science - Finance And Investment
Georgia State University, USA
Cairo, Egypt 04.2001 -
C1 - IELTS English Proficiency
British Council
Cairo, Egypt 04.2001 -
Skills
Friendly, Leader, positive attitude
Teamwork and collaboration
Problem solving
Public speaking
Presentation skills
High negotiation skills
Active listening
Project management
Analyze data, identify patterns and make informed decisions with critical thinking, research, and data interpretation
Computer skills
Customer service
Microsoft office
Time management
Multitasking
Verbal communication
Excellent communication
Timeline
International Financial Services Senior
National Bank of Egypt
09.2019 - Current
Customer Service Representative
BLOM Bank
12.2017 - 09.2019
Financial Analyst
HC for Brokerage and Securities
08.2017 - 12.2017
Financial Analyst Intern
Alpha for Brokerage and Securities
04.2017 - 07.2017
C1 - English Proficiency
Cambridge University
04.2001 -
Certificate of Attendance - Study Tour
AFD "Agence Française De Développement"
04.2001 -
KYC & FATCA - Banking
EBI "Egyptian Banking Institute"
04.2001 -
Dealing With People With Disabilities - Banking
EBI "Egyptian Banking Institute"
04.2001 -
Anti-money Laundry - Banking
EBI "Egyptian Banking Institute"
04.2001 -
Counterfeiting And Forgery - Banking
EBI "Egyptian Banking Institute"
04.2001 -
Credit Course For Large Corporates - Credit Analysis
EBI "Egyptian Banking Institute"
04.2001 -
Bachelor of Science - Finance And Investment
Cairo Univeristy
04.2001 -
Bachelor of Science - Finance And Investment
Georgia State University, USA
04.2001 -
C1 - IELTS English Proficiency
British Council
04.2001 -
Similar Profiles
Alhussien ElsherifAlhussien Elsherif
Trade Finance Officer at National Bank of EgyptTrade Finance Officer at National Bank of Egypt
Ahmed Mohamed Mohamed AwaadAhmed Mohamed Mohamed Awaad
Call Center Agent at National Bank of EgyptCall Center Agent at National Bank of Egypt
Mai YasserMai Yasser
Senior Relationship Manager – Retail Banking at National Bank of Egypt Airport BranchSenior Relationship Manager – Retail Banking at National Bank of Egypt Airport Branch
Wessam Mohamed IsmailWessam Mohamed Ismail
Human Resources Business Partner Manager, OD at United for consulting servicesHuman Resources Business Partner Manager, OD at United for consulting services
Abdelrahman EsiaAbdelrahman Esia
Senior Analog /RF Engineer at TelinkSenior Analog /RF Engineer at Telink