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Skills

  • Strong interpersonal skills
  • Risk investment analysis
  • Analytical
  • Category operations oversight
  • Budgets
  • Briefings
  • Financial analysis
  • Complaint resolution
  • Employee relations and conflict resolution
  • Quickbooks

Work Experiences

  • Planned the main branch's staffing.
  • Examined my financial situation, credit, and property to determine the feasibility of granting loans.
  • Met with 8 applicants to gather information and answer questions about the loan application process every week.
  • Built strong relationships with coworkers, lowering turnover by 2% in three years.
  • Carefully examined customer applications in order to spot any potential for growth and revenue.
  • Gathered the documentation needed to fund over 17 loans per month.
  • Consistently met sales targets by pursuing new connections and loan opportunities with zeal.
  • Created accounts with a 16 product cross-sell ratio.
  • Chose investments based on a quantitative review of stock performance, financial ratios, and financial statements.
  • Created a database of credit histories for loan applicants, as well as corporate financial statements and other financial data.

Summaries

  • Excellent ability to communicate, make decisions, and plan.
  • Technologically savvy and quick to pick up new programs.
  • Cash handling, drawer balancing, loan processing, and inventory management are all skills I have.
  • Exceeding revenue targets has been demonstrated in the past.
  • Excellent communication and analytical skills.
  • Investment banker with a track record of establishing strong client relationships and increasing revenue.
  • Outstanding communicator who is fluent in Japanese and knows how to deal with employees, vendors, and partners.
  • Consumer Loan Specialist is well-versed in regulations, best practices, and strategies for success.
  • Portfolio implementation and client services are specialties of this personable and ambitious Investment Banker.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.

Accomplishments

  • Completed process project, achieving system.
  • Recognized as Top Performer due to method.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Researched
  • Documented
  • Exceeded sales objectives in 2018.
  • Recorded
  • Balanced daily cash drawers and vaults totaling an average of $15.
  • Created
  • Ensured

Affiliations

  • Junior Achievement Volunteer, Raleigh
  • Freemason
  • Certified Consumer Loan Officer (CCLO)
  • Consumer Credit Counseling Service (CCCS)
  • Association of Information Technology Professionals
  • American Medical Informatics Association
  • Certified Trust and Fiduciary Advisor (CTFA)
  • International Association of Administrative Professionals
  • Retail Banking Academy (RBA)
  • Volunteer, VITA (Volunteer Income Tax Assistance) Program

Certifications

  • Certified Loan Review Specialist (CLRS) - Risk Management Association
  • First Aid/CPR Certified
  • Certified Public Accountant
  • Advanced Fair Credit Reporting Act Compliance – Vantage
  • Certified Financial Services Security Professional (CFSSP) - Summit Group
  • Mortgage Knowledge Essentials Certification – program
  • Certified Credit Compliance Officer (CCCO) – Northwind
  • Certified Debt Specialist (CDS) – International Association of Professional Debt Arbitrators
  • Certified Financial Consultant (CFC) - Institute of Financial Consultants
  • Certified Business Analysis Professional (CBAP)

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