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Skills

  • Stocks and bonds knowledge
  • Deal mechanics
  • Process equipment
  • Payment scheduling
  • Stocks and bonds
  • Employee relations
  • Comparable acquisition analysis
  • Operational improvement
  • Financial modeling
  • Raw materials, packaging and production

Work Experiences

  • Planned the main branch's staffing.
  • Built strong relationships with coworkers, lowering turnover by 5% in 18 months.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine the feasibility of granting loans.
  • Chose investments based on a quantitative review of stock performance, financial ratios, and financial statements.
  • Made contact with potential clients in order to close sales and collect funds.
  • Organized financial analysis, market research, and due diligence filings materials for potential investors.
  • Created accounts with a 17 product cross-sell ratio.
  • Dealt with foreign currency and exchange.
  • Performed audits for financial services clients such as banks and asset management firms.
  • Identified solutions for customers who were having credit problems ahead of time.

Summaries

  • Banking professional with 5 years of experience providing sophisticated money managers with value-added risk management solutions.
  • Investment banker with a track record of delivering results in high-pressure situations by adapting and implementing novel strategies.
  • Professional investment banker with the ability to gather, model, and use key data for a variety of projects.
  • Expert problem solver who uses creativity and innovation to solve difficult and complex problems involving employees, processes, and costs.
  • Technologically savvy and quick to pick up new programs.
  • Outstanding communicator who is fluent in German and knows how to deal with employees, vendors, and partners.
  • Bank Teller who is meticulously organized and has excellent time management skills.
  • Loan Specialist with entry-level training in Banking and Financial Services and client relations.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Maintain a high level of integrity and accuracy while providing professional and courteous customer service.

Accomplishments

  • Utilized automated loan application systems to reduce approval times by one year, increasing customer satisfaction by 17%.
  • Generated 11 in additional revenue by cross-selling personal loans and lines of credit to qualified clients.
  • Generated over $15 in cross-sell revenue by actively promoting mortgage and personal loan products to existing clients.
  • Exceeded customer satisfaction benchmarks by maintaining a 36% rate for successful first-time loan approvals.
  • Reduced loan processing times by 52%, enabling faster funding for clients and enhanced company competitiveness.
  • Maintained a positive net cash flow Number for 17 months in a row.
  • Enhanced client engagement through regular touchpoints, helping increase loan renewals by 67%.
  • Efficiently managed loan defaults by collaborating with collections, reducing loan loss provisions by 25%.
  • Streamlined loan approval process by implementing Jira, improving team productivity by 48%.
  • Effectively managed a portfolio of high-value clients, resulting in 6 new accounts and an overall increase in client retention by 20%

Affiliations

  • National Association of Professional Mortgage Women (NAPMW)
  • Commercial Mortgage Securities Association (CMSA)
  • Women in Financial Services (WIFS)
  • Toastmasters
  • Association of Certified Fraud Examiners (ACFE)
  • Association of Information Technology Professionals
  • American Bankers Association (ABA)
  • Council on Standards for International Educational Travel (CSIET)
  • Credit Union National Association (CUNA)
  • Association for Supply Chain Management (APICS)

Certifications

  • Accredited Mortgage Professional (AMP)
  • CompTIA A+ Technician
  • CompTIA Network+
  • Certified Business Analysis Professional (CBAP)
  • Certified Credit Executive (CCE)
  • Certified Debt Specialist (CDS)
  • Certified Protection Officer (CPO)
  • Certified Financial Services Auditor (CFSA)
  • Professional in Loan Processing Certification
  • Certified Public Accountant (CPA)

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