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Skills

  • Client relationship management
  • International and emerging market research
  • Stocks and bonds
  • Deal mechanics
  • Rapid data entry skills
  • 6 WPM typing speed
  • Business operations
  • Extensive knowledge of SEC regulations
  • Analytical
  • Math aptitude

Work Experiences

  • Solved program issues, improved operations, and provided excellent customer service.
  • Organized financial analysis, market research, and due diligence filings materials for potential investors.
  • Oversaw a team of 11 analysts who worked in the system field.
  • Continued my education on current banking products and services through the Banking and Financial Services program.
  • Was given a regional branch recognition award for increasing sales by 17%.
  • Wire transfers, stop payments, and account transfers were all things I did.
  • Saved $18 by putting in place cost-cutting measures that addressed long-standing issues.
  • Devised strategies to develop and expand service sales to existing customers, resulting in an increase in annual revenue of 9%.
  • Devised strategies to grow and expand existing customer sales, resulting in an increase in annual sales of 12%.
  • Collaborated with system customers to determine their needs and deliver metric service.

Summaries

  • Bank Teller who is meticulously organized and has excellent time management skills.
  • Strengths in cross-functional collaboration and data analysis backed up by Banking and Financial Services training.
  • Mortgage Loan Coordinator is a deadline-driven Mortgage Loan Coordinator who excels in fast-paced environments.
  • Excellent communication and analytical skills.
  • Expert problem solver who uses creativity and innovation to solve difficult and complex problems involving employees, processes, and costs.
  • Professional investment banker with the ability to gather, model, and use key data for a variety of projects.
  • Banking professional with 9 years of experience providing sophisticated money managers with value-added risk management solutions.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Proven effective leader with experience building and managing high-performing, multi-disciplined, and quality-focused teams.

Accomplishments

  • Balanced daily cash drawers and vaults totaling an average of $17.
  • Increased annual revenue by 2% by creating effective strategies to expand existing customer services.
  • Ranked among the top 3 advisors worldwide in new business development.
  • Researched
  • Completed standard project, achieving framework.
  • Marketing: Implemented marketing strategies which resulted in framework growth of customer base.
  • Competitive Analysis: Performed competitive analysis to make recommendations for future company growth.
  • Brought about system through standard.
  • Documentation: Wrote and edited documents to keep staff informed on policies and procedures.
  • Collaborated with team of 8 in the development of program.

Affiliations

  • Real Estate and Mortgage Institute Denver
  • American Real Estate Society (ARES)
  • Real Estate Finance Certification Program
  • First Time Home Buyer Education Programs Chicago
  • International Association of Administrative Professionals
  • Lions Club
  • Mortgage Bankers Association (MBA)
  • Toastmasters
  • Certified Financial Services Auditor (CFSA)
  • Certified Mortgage Banker (CMB) Designation Program

Certifications

  • CompTIA A+ Technician
  • Cisco Certified Network Associate (CCNA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Mortgage Compliance and Quality Management Certificate - Mortgage Bankers Association 2023
  • CompTIA Network+
  • Certified Business Analysis Professional (CBAP)
  • Association for Project Management (APM)
  • Salesforce
  • Mortgage Underwriter Certification - National Association of Mortgage Underwriters (NAMU) 2024
  • Certified Public Accountant (CPA)

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