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Skills

  • Framework operations oversight
  • High level of accuracy
  • Financial analysis
  • Process improvement
  • Briefings
  • Extensive knowledge of SEC regulations
  • Team collaboration
  • Employee relations and conflict resolution
  • Stocks and bonds
  • Quickbooks

Work Experiences

  • Created a database of credit histories for loan applicants, as well as corporate financial statements and other financial data.
  • Looked for industry trends on social media and through online sources.
  • Cashier's checks, traveler's checks, and money orders were among the items I sold.
  • Was in charge of preparing, sorting, and distributing method reports to the appropriate branches.
  • Dealt with foreign currency and exchange.
  • Oversaw the company's $5 budget by creating a complex financial model that tracked and validated expenditures.
  • Outperformed my quarterly sales targets by 2%.
  • Answered 16 calls per the past year to help customers with their questions and concerns.
  • Oversaw the investment team and taught them about customer relationship management techniques.
  • Was in charge of a variety of accounting transactions.

Summaries

  • Expert problem solver who uses creativity and innovation to solve difficult and complex problems involving employees, processes, and costs.
  • Outstanding communicator who is fluent in Mandarin and knows how to deal with employees, vendors, and partners.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Customer acquisition and relationship-building skills.
  • Investment banker with strong presentation, negotiation, and interpersonal abilities.
  • Mortgage Loan Coordinator is a multi-talented Mortgage Loan Coordinator who is consistently rewarded for planning and operational improvements.
  • Cash handling, drawer balancing, loan processing, and inventory management are all skills I have.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Professional investment banker with the ability to gather, model, and use key data for a variety of projects.
  • Portfolio implementation and client services are specialties of this personable and ambitious Investment Banker.

Accomplishments

  • Consistently achieved a 16% teller balancing average.
  • Guided
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Exceeded sales objectives in 2020.
  • Marketing: Implemented marketing strategies which resulted in framework growth of customer base.
  • Recommended
  • Collaborated with team of 8 in the development of program.
  • Reduced
  • Brought about system through standard.
  • Increased annual revenue by 2% by creating effective strategies to expand existing customer services.

Affiliations

  • American Bankers Association (ABA)
  • Rotary International
  • National Association of Professional Mortgage Women (NAPMW)
  • Residential Real Estate Council (RRC)
  • Certified Mortgage Banker (CMB) Designation Program
  • Financial Services Institute (FSI)
  • National Association of Real Estate Investment Managers (NAREIM)
  • Client Relations and Risk Management Workshop 2015
  • Credit Risk Certification (CRC) by The Risk Management Association
  • National Notary Association (NNA)

Certifications

  • Certified FHA Direct Endorsement Underwriter - Federal Housing Administration 2020
  • Certified Lending Specialist (CLS) - American Bankers Association (ABA) 2021
  • Salesforce
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Loan Closer (CLC) - National Association of Mortgage Underwriters (NAMU) 2015
  • Consumer Lending Certification - American Bankers Association (ABA) 2015
  • Certified Data Integrity Specialist (CDIS) - American Bankers Association 2023
  • Cisco Certified Network Associate (CCNA)
  • CRM Software Proficiency – program Training Program 2020
  • Certified Business Analysis Professional (CBAP)

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