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Skills

  • Portfolio Management
  • Process improvement
  • Customer satisfaction and retention
  • Problem resolution
  • Regulatory compliance
  • Sales pipeline management
  • Communications
  • Client financial milestone planning
  • First Aid/CPR
  • Bespoke financial solutions

Work Experiences

  • Conducted detailed reviews.
  • Conducted proactive outreach.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Communicated the impact to clients.
  • Collaborated with underwriters to expedite client loans, improving approval rates by 49% and shortening the loan cycle time to 3 days.
  • Achieved competitive rates for clients.
  • Analyzed clients’ financial profiles.
  • Accompanied clients throughout the loan application process, helping over 5 clients secure funding at competitive rates with a 24% approval rate.
  • Achieved Outstanding Service Award for exceeding quarterly financial sales targets.
  • Conducted regular risk assessments for clients, reducing overall portfolio risk by 15% while maintaining profitable growth.

Summaries

  • Achieved 77% growth in commercial loan generation.
  • Market analysis, investment strategy, and portfolio management expertise.
  • Financial Solutions Representative is a successful Financial Solutions Representative who is dedicated to assisting small businesses in achieving financial success.
  • Achieved a 46% improvement in client investment returns.
  • Client-focused professional leveraging strong communication skills to provide actionable financial solutions, leading to a client satisfaction score increase of 65%.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the method business.
  • Achieved 47% increase in lead conversion.
  • Professional with Jira and ServiceNow skills who is detail-oriented and tech-savvy.
  • Financial Solutions Representative with 5 years of successful client relations and quality assurance experience.
  • Clear understanding of stakeholder engagement and quality assurance as well as vendor management training.

Accomplishments

  • Utilized in-depth client needs analysis to create tailored portfolios, driving an overall revenue growth of 8 for 2019.
  • Partnered with cross-functional departments to streamline customer onboarding, reducing time-to-service by 16%, improving client satisfaction.
  • Facilitated a portfolio restructuring of $16 for high-net-worth clients, reducing tax liabilities by 57% without sacrificing growth potential.
  • Maintained a 68% mortgage approval rate by accurately assessing client needs, helping 18 clients purchase or refinance homes.
  • Collaborated directly with corporate banking teams to secure 3 new SME accounts, adding a combined $16 in managed assets.
  • Designed client education programs that improved financial literacy, leading to a 29% increase in client acquisition year-over-year.
  • Strengthened client retention by proactively addressing any portfolio concerns, boosting satisfaction ratings by 26%.
  • Reduced client portfolio risk by 43% while still achieving consistent returns exceeding 51% annually.
  • Documented and resolved metric which led to procedure.
  • Collaborated with team of 7 in the development of process.

Affiliations

  • Financial Planning Association (FPA)
  • Member of method Chamber of Commerce Finance Committee
  • Chartered Financial Analyst (CFA) Institute
  • American Bankers Association (ABA)
  • Participant in the American Institute of CPA’s Future Finance Leaders Program
  • Association for Financial Professionals (AFP)
  • Member of the Society of Trust and Estate Practitioners (STEP)
  • Participant in the Financial Modeling & Valuation Analyst (FMVA) Certification
  • Project Management Institute
  • Attendee at the 2018 Global Financial Solutions Conference

Certifications

  • Compliance AML & KYC Certifications
  • Business Loan Specialist Certification
  • Certified Business Banking Specialist (CBBS)
  • Certified Management Accountant (CMA)
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • FinTech Certification from Cedar Works
  • Accredited Investment Fiduciary (AIF)
  • Series 7 - General Securities Representative License
  • Accredited in Business Valuation (ABV)

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