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Skills

  • Quickbooks
  • Comparable acquisition analysis
  • Strong interpersonal skills
  • Initiative equipment
  • MS Office
  • Savvy relationship-builder
  • Risk investment analysis
  • Goal-oriented
  • Briefings
  • Rapid data entry skills

Work Experiences

  • Was in charge of a variety of accounting transactions.
  • Continued my education on current banking products and services through the Banking and Financial Services program.
  • Performed audits for financial services clients such as banks and asset management firms.
  • Coordinated daily cash reconciliation in a high-volume location.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Ensured that all commercial loan laws and regulations were followed.
  • Created accounts with a 3 product cross-sell ratio.
  • Reorganized my online banking files and deleted any that were no longer in use.
  • Successfully closed an average of 11 loans every month.
  • Planned the main branch's staffing.

Summaries

  • Expert problem solver who uses creativity and innovation to solve difficult and complex problems involving employees, processes, and costs.
  • Multitasker who is analytical and detail-oriented, with a well-organized approach and strong problem-solving skills.
  • Dedicated Loan Officer with experience selling mortgage and home lending products.
  • Within Banking and Financial Services, senior Commercial Loan Officer and outstanding performer in stakeholder engagement and cross-functional collaboration.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Outstanding communicator who is fluent in Japanese and knows how to deal with employees, vendors, and partners.
  • Commercial Loan Officer with 18 years of successful vendor management and team leadership experience.
  • Dedicated to making significant contributions to the team and establishing a career in investment banking.
  • Good communication and relationship-building abilities.
  • Commercial Loan Officer has 16 years of experience in consumer lending, loan administration, default management, and customer service.

Accomplishments

  • Brought about category through program.
  • Guided
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Recognized as Top Performer due to standard.
  • Ensured
  • Documented and resolved method which led to procedure.
  • Completed standard project, achieving procedure.
  • Streamlined
  • Increased annual revenue by 10% by creating effective strategies to expand existing customer services.
  • Resolved

Affiliations

  • Consumer Financial Protection Bureau (CFPB) Advisory Board
  • Freemason
  • International Association of Administrative Professionals
  • Association for Supply Chain Management (APICS)
  • International Council of Nurses
  • Commercial Finance Association (CFA)
  • American Credit Union Mortgage Association (ACUMA)
  • Jaycees
  • Certified Commercial Investment Member (CCIM)
  • Certified Commercial Mortgage Banker (CCMB)

Certifications

  • Certified Public Accountant (CPA)
  • Certified Commercial Loan Officer (CCLO)
  • Accredited Mortgage Professional (AMP)
  • Certificate in Introductory Commercial Banking (CICB)
  • Project Management Professional (PMP)
  • Cisco Certified Internetwork Expert (CCIE)
  • CompTIA A+ Technician
  • Chartered Banker (CB)
  • ServSafe
  • Certificate in Loan Structuring and Syndication

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