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Skills

  • Sales pipeline management
  • Expertise in Excel
  • International and emerging market research
  • Goal-oriented
  • 3 WPM typing speed
  • Client relationship management
  • Quickbooks
  • Accounting systems and software
  • Extensive knowledge of SEC regulations
  • Ledger and balance sheet competency

Work Experiences

  • Solved metric issues, improved operations, and provided excellent customer service.
  • Identified solutions for customers who were having credit problems ahead of time.
  • Was given a regional branch recognition award for increasing sales by 12%.
  • Collaborated with procedure customers to determine their needs and deliver standard service.
  • Created accounts with a 13 product cross-sell ratio.
  • Developed new loan prospects by making weekly cold calls to 7 people.
  • Built strong relationships with coworkers, lowering turnover by 11% in two years.
  • Was in charge of a variety of accounting transactions.
  • Dealt with foreign currency and exchange.
  • Approved loans within established parameters and referred loans that exceeded those parameters to supervisors.

Summaries

  • Proven effective leader with experience building and managing high-performing, multi-disciplined, and quality-focused teams.
  • Costs were consistently reduced while profits were increased.
  • Dedicated to making significant contributions to the team and establishing a career in investment banking.
  • Outstanding communicator who is fluent in Mandarin and knows how to deal with employees, vendors, and partners.
  • Loan Specialist with extensive experience in data accuracy and security.
  • Cash handling, drawer balancing, loan processing, and inventory management are all skills I have.
  • Investment banker with strong presentation, negotiation, and interpersonal abilities.
  • Maintain a high level of integrity and accuracy while providing professional and courteous customer service.
  • Technologically savvy and quick to pick up new programs.
  • Banking professional with 4 years of experience providing sophisticated money managers with value-added risk management solutions.

Accomplishments

  • Improved
  • Initiated
  • Received “Outstanding Service Award” Award for asset gathering.
  • Protective Services: Applied safety procedures and policies as outlined in Department Safety Manual.
  • Documented
  • Ranked among the top 13 advisors worldwide in new business development.
  • Achieved 17% of 2015 business development goal set at $13 in assets.
  • Created
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Guided

Affiliations

  • Jaycees
  • National Association of Social Workers
  • American Medical Informatics Association
  • National Credit Education Association (NCEA)
  • Mortgage Bankers Association (MBA)
  • National Foundation for Credit Counseling (NFCC)
  • American Society of Safety Professionals
  • International Credit Association (ICA)
  • American Real Estate and Urban Economics Association (AREUEA)
  • Society of Women Engineers

Certifications

  • Project Management Professional (PMP)
  • Certified Public Accountant
  • Association for Project Management (APM)
  • Certified Fraud Examiner (CFE) – Association of Certified Fraud Examiners (ACFE)
  • Debt Collection Certification Program – ACA International
  • Certified Mortgage Planning Specialist (CMPS) – Certified Mortgage Planning Institute
  • Certified in Financial Services Compliance (CFSC) – system
  • Certified Treasury Professional (CTP) - Association for Financial Professionals (AFP)
  • Certified Financial Crime Specialist (CFCS) - framework
  • CompTIA Network+

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