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Generate a Resume for a Banking Job
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MANAGER ADVISORY PERFORMANCE IMPROVEMENT Career Overview Experienced Solution Architect and System z Mainframe Technology Evangelist with over 12 years of IT industry experience focusing on large Banking Financial Services and Government clients across ASEAN region Proven record of constantly delivering high performance and result oriented professional with exceptional management and consultative selling skills Demonstrated ability to work independently or as a team player in various projects Fast Learner Good Analytical Innovative Goal Oriented Flexible Recent Accomplishments Over achieving the ASEAN sales goals for IBM software every year by closing high values deals e g Core system modernization integrations and new workload for banking and government clients and awarded the IBM Hundred Percent Achievement Club Awarded the Sales Eminence Award for being the top high performer by demonstrating technical leadership in delivering new and complex high quality solution to clients in response to varying business requirements to many large customers in ASEAN resulting in various high value deals closure and growing IBM solution footprint in ASEAN Consistent Top High Performance rating every year in IBM Awarded the Outstanding Technical Achievement Award for outstanding competitive wins with IBM solution including competitive takeout in various accounts ASEAN Achieved the IBM Certified IT Specialist certification in 2012 Able to build long term client relationship and became trusted adviser to clients and has engaged with IT and C level leaders to influence clients to adopt IBM solutions leading to improved and successful client in meeting business needs Successful projects including new Core system modernization and integration replacement and revamp in addition to various banking and government new business initiatives Work Experience 10 2014 to Current Manager Advisory Performance Improvement Company Name City State GST implementation project in RHB Group in Malaysia 05 2008 to 10 2014 Client Solution Architect IBM Software Group ASEAN Company Name City State Focus on driving new solution workload in key account for sales closure by working with clients to understand their business requirements and propose IT solutions to address them as well as oversee the delivery of the proposed solution Provides overall technical responsibilities for the success of the solution design and construction specializing in enterprise modernization and integration of legacy systems and middleware solutions like ESB BPM Cloud Computing and Mobility for Financial Services and Government customers across the ASEAN region Proven record of closing high value deals in large accounts with consistent year to year revenue growth for IBM Software Experience in working with clients to run presentations demos POCs and workshops including performance assessment system healthcheck integration architecture workshops by analyzing and developing standards recommendations and architectural governance and best practices for customers to improve their core system availability and optimization for cost savings resulting in many large deals closure Specialties SOA Enterprise Application Integration EAI BPM Cloud Mobility WebSphere Rational Enterprise Modernization DevOps Core Banking Capacity Planning and System z upgrade System z Mainframe OS z OS Linux CICS and Solutions Architecture 05 2007 to 05 2008 Core Banking Consultant Company Name City State Provided technical leadership on Core Banking business processes and requirement for success of the development maintenance and implementation of ICBA for banking customers ICBA is a full fledged web based core banking systems utilizing open systems technologies like J2E and Oracle and IBM solutions Designed enhancement and prepared functional requirements specification and ensured solution delivery based on banking systems best practices and provide support to banking customers in area of Deposit Trade Finance Treasury Remittances GL modules of ICBA 06 2003 to 01 2007 System Analyst Company Name City State Responsible for developing and application design of new projects and maintenance of Core Banking system running on the mainframe system Specialized in Core Payment Systems SWIFT RENTAS Interbank GIRO and Inward and Outward Cheque Clearing Implemented new major projects include Foreign Bills Collection Mobile Banking Team lead for new Auto Payments System project Worked on projects and service modification for both online and batch applications Tasks involved were analysis research estimation coding testing and documentation with strict adherence to system standards Part of the New Core Banking Replacement project team Constantly evaluates different vendors system and functionality Knowledgeable in new technologies i e SOA integration of multiplatform systems best practices in banking systems Involved in gathering requirements and evaluation in RFI and RFP process of New Core Banking replacement project involving proposal from i Flex Infosys TATA Temenos and Silverlake Worked closely with user departments troubleshooting problems and designing new or improved applications and initiated problem determination analysis model to identify problems and provide solutions on Core system Constantly reviewed users specifications analyzed and responded to their business requirements by preparing solutions Constantly performing study and research and providing innovative ideas and new technology advances to improve payment systems in area of flexibility scalability and connectivity process flow of systems and for system and application tuning My knowledge and experience of various IBM and CA tools and MVS Utilities DFSORT ICETOOL DFSMS allowed me to be a major contributor toward the success of Maybank IT initiatives to improve time to market for new product implementation Organized and coordinate trainings for Maybank Technical staffs and managed focus groups to perform study and research core banking applications Staff productivity exposure and learning have been improved Skills 11 years of experience in System z and distributed applications development on z OS Programming languages COBOL PL I PL SQL EGL Databases DB2 Oracle IDMS ADSO MQ and Enterprise Connectivity ESB Message Broker Business rules and events Business Process Management Mobile and Cloud Middleware WAS CICS Specialize in IBM software focusing on IBM Rational and WebSphere solutions RDz RAA RBD EGL RTCz Quality Management and skilled in area of CICS Modernization Web 2 0 SOA Mobility BPM Business Rules Management Education and Training 2003 Bachelor of Science in Computer Science Majoring in Software Engineering University of Malaya State Malaysia Graduated with CGPA of 3 43 of 4 00 with Dean s List
Generate a Resume for a Banking Job
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CONSUMER BANKING DEFAULT MANAGEMENT SUPERVISOR Summary Innovative Customer Service Manager who effectively executes process changes to improve operational efficiency Dedicated to providing excellent customer service and making operational and procedural improvements Highlights Microsoft Word Microsoft Excel Microsoft Access Microsoft Power Point Management Payroll Staffing Scheduling Strategic Management Lotus Notes Hogan Lease Master ALS CPI CACS HIS 10 key Client relations specialist Conflict resolution techniques Team management Management of remote employees Focused on customer satisfaction Skilled multi tasker Training and development Scheduling Accomplishments Developing Leaders Management Training Program Reduced staff turnover by 20 in one year by implementing several well received team and morale building programs Experience CONSUMER BANKING DEFAULT MANAGEMENT SUPERVISOR October 2007 to Current Company Name City State Supervising a team of up to 7 10 collectors in a proactive and caring way to achieve the delinquency targets provided by upper management Managed daily operations dealt with customers and supported and worked with the management to motivate growth Working with the CBDM team to understand and proactively supervise the daily and weekly performance data that is provided to me Work closely with upper management to implement efficiency improvement ideas and process improvement initiatives Assist the Auto Dialer Team in managing and measuring call handling within collections to ensure efficiency of call volume and maintenance if queues Manage the incentive plan with my team and provide spot incentives as a motivational tool Listen document and disperse call recordings for Quality Assurance training purposes Monitored progress against strategic objectives Daily coaching of employees in customer service skills assist them in using effective communication and listening skills to improve customer satisfaction Conduct employee performance evaluations and be a means of support and encouragement for my team members on a quarterly basis Guaranteed fulfillment of company policies and procedures Worked with other managers team leaders and directors utilizing different organizational development tools and systems to provide coaching on issues related to change management Coordinated efforts with other departments to meet customers expectations Coordinated communications and briefings for new employees Manage and oversee weekly time card issues approve OT check for tardiness ensure proper HR procedures are being followed by employees Interviewed hired and trained new quality Account Resolution Specialists Provided detailed monthly departmental reports and updates to senior management Addressed negative customer feedback immediately conflict resolution and r esolved customer questions issues and complaints Effectively communicated with team members to maintain clearly defined expectations OPERATIONS MANAGER June 2006 to May 2007 Company Name City State Managed the creation development and implementation of ticketing solutions for both existing and potential clients through a proprietary ticketing system Successfully managed the activities of 32 team members in multiple locations Interviewed hired trained and managed new quality ticket office personnel for new and existing clients Responsible for implementation of anti fraud security protocols on all ticket stock and Point of Sale terminals Improved service quality and increased sales by developing a strong knowledge of company s products and services Supplied technical support to client ticketing locations Worked with client accounting marketing departments to custom tailor reports to their needs Provided detailed monthly departmental reports and updates to senior management Effectively communicated with team members to maintain clearly defined expectations OPERATIONS SUPERVISOR November 2003 to June 2006 Company Name City State Manage the daily operations of two showrooms two ticket offices and one call center Oversee customer inquiries conflict resolutions and analyzing department productivity efficiency Developed implemented and monitored programs to maximize customer satisfaction and manage on site customer service representatives Interviewed hired and trained new quality ticket office representatives Reconcile ticket sales with cash deposits and prepares reports or financial settlements regarding ticket office activities and events Provided detailed monthly departmental reports and updates to senior management Developed and implemented policies procedures and process improvement initiatives to improve retention rates and increase customer satisfaction TICKETING OPERATIONS MANAGER February 2003 to November 2003 Company Name City State Successfully managed the activities of 15 team members in 12 station ticket office Developed and maintained relationships with third party ticket brokers generated off property ticket sales from major Las Vegas strip properties managed ticket office personnel supervised the setup of events proprietary ticketing system Implemented maintained anti fraud security protocols on all ticket stock and Point of Sale locations Review or perform balancing depositing and reporting of daily ticket office receipts as required Establish and review operational policies and procedures for ticket office operations Create and distribute ticket office sales reports Developed implemented and monitored programs to maximize customer satisfaction Interviewed hired and trained new quality ticket office representatives Provided detailed monthly departmental reports and updates to senior management Addressed negative customer feedback immediately and r esolved customer questions issues and complaints Effectively communicated with team members to maintain clearly defined expectations OPERATIONS MANAGER June 2000 to February 2003 Company Name City State Manage and supervise Ticket Office Staff in conjunction with Ticket Office Supervisor Developed and maintained relationships with entertainers and their management Assist in the creation and management of the annual department budget Act as chief liaison for vendors customer service inquiries and escalated customer issues Build and maintain events on the proprietary ticking system as assigned Review or perform balancing depositing and reporting of daily ticket office receipts as required Represent the department at weekly company management meetings and other meetings as necessary in the absence of the Director of Entertainment Assist in the development of an effective and efficient box office staff by hiring qualified workers providing appropriate supervision enforcing operational policies and procedures published in a box office operations manual and evaluating work performances Responsible for contract procurement and fulfillment for preforming entertainers in a timely matter and with utmost courtesy TICKET OFFICE OPERATIONS MANAGER August 1998 to June 2000 Company Name City State Duties included managing and assisting the daily operations of the multi station c ticket office for all incoming phone orders for ticket sales customer inquiries and complaints Facilities creation in Pass2 ticketing system to accommodate upcoming events in showroom ballroom and banquet space Act as chief liaison for vendors customer service inquiries and escalated customer issues Assuring positive customer experience by training representatives in customer service techniques monitoring the performance of staff complying with customer requests to the extent possible and solving problems quickly and to the satisfaction of the customer Education Bachelor of Science Finance University of Nevada Las Vegas City State United States Skills 10 key accounting budget BUSINESS ADMINISTRATION c call center cash deposits change management coaching com CPI client clients customer satisfaction customer service customer service skills database financial hiring Hogan HR listening Lotus Notes Director Managing marketing meetings Microsoft Access Microsoft Excel Office Microsoft Power Point SharePoint Microsoft Word next Organizational Development Payroll personnel policies process improvement procurement progress protocols Quality Assurance recruiting reporting sales sales reports Scheduling settlements Staffing strategic Strategic Management Supervisor Supervising supervision technical support phone Transportation
Generate a Resume for a Banking Job
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INVESTMENT BANKING SUMMER ANALYST Skills Java C Python App development Experience INVESTMENT BANKING SUMMER ANALYST May 2013 to August 2013 Company Name City State Advised on 1 2B sell side M A deal completed buy side M A screen and contributed to 11 total project teams Drove financial analysis for sell side M A deal built the levered model projecting operations financing and returns Completed 3 subsequent model iterations and built sensitivities coded Excel macros to improve client experience Communicated with clients partner banks Goldman leadership to create investor materials and facilitate deal processes Performed M A screen for 20B client designed 7 quantitative screen criteria and ranked 30 potential targets Built accretion dilution mini combo model with flexible architecture facilitating numerous targets and premium scenarios Read equity research and 10 Ks to create profiles perform sum of the parts valuation and write growth commentary FINANCE RESEARCH ASSISTANT May 2012 to May 2013 Company Name City State Analyzed SEC filings to assess target company valuations of strategic buyers compared to those of financial buyers Reviewed over 300 takeover auction background identifying data points to calculate takeover premiums paid Systemically organized information using Excel to facilitate data analysis and further research Reviewed final paper for previous relevant topic and provided content and conceptual improvements SALES CLERK May 2011 to August 2011 Company Name City State Advised customers and completed sales Increased sales earnings by 20 in the Junior s Department for the period of June to August Named Employee of the Month by recommendation of customers for friendly and helpful service July Company Name Summary of company industry if not well known this provides context for job good starting place is your company s mission statement Responsibilities Action impact Action impact Action impact COMPANY CITY STATE POSITION MONTH YEAR MONTH YEAR Responsibilities Action impact Action impact COMPANY CITY STATE POSITION MONTH YEAR MONTH YEAR Responsibilities Action impact Action impact Education and Training Bachelor of Degree MONTH UNDERGRADUATE SCHOOL State 4 0 Bachelor of Science Aeronautical Engineer MAY 2015 UNITED STATES AIR FORCE ACADEMY COLORADO City State Aeronautical Engineer MAY 73 4 0 3 67 4 0 Introduction to Finance Theory Probability Statistics Multivariable Calculus Thermodynamics I II Roslyn Schulte Memorial Scholarship awarded to rising college junior that demonstrated leadership and social responsibility London School of Economics Study Abroad Program Spring 2014 COLORADO ACADEMY DENVER 4 4 0 3 8 4 0 SAT 2350 2400 Class of 2011 President National Society of Collegiate Scholars Varsity Volleyball Captain Personal Information Summary of organization purpose if not well known this provides context for job good starting place is organization mission statement Responsibilities Action impact Action impact ASSOCIATION CITY STATE POSITION MONTH YEAR MONTH YEAR Responsibilities Action impact Interests CADET FOR A DAY INC COLORADO SPRINGS CO FOUNDER PRESIDENT NOV 2011 PRESENT Founded and direct national 501 c 3 non profit spanning 3 states bringing diverse elementary students to the United States Air Force Academy for a cadet for a day experience exposes students to engineering and school opportunities Built organization structure lead executive team with special initiatives department fundraised 56K for annual budget Monitor non profit compliance write and deliver grant presentations and speak publically about organization experiences Languages Language fluent Language conversational Skills C Calculus content client clients data analysis Economics equity Finance financing financial financial analysis French Java leadership macros materials Excel pick processes Python Read research sales SAT Spanish Statistics strategic Technical Training unique valuation Additional Information LEADERSHIP ACTIVITIES ORGANIZATION CITY STATE POSITION MONTH YEAR MONTH YEAR Summary of organization purpose if not well known this provides context for job good starting place is organization mission statement Responsibilities Action impact Action impact ASSOCIATION CITY STATE POSITION MONTH YEAR MONTH YEAR Responsibilities Action impact Achievements Any recognition awards honors Interests Include any interests you have LEADERSHIP ACTIVITIES CADET FOR A DAY INC COLORADO SPRINGS CO FOUNDER PRESIDENT NOV 2011 PRESENT Founded and direct national 501 c 3 non profit spanning 3 states bringing diverse elementary students to the United States Air Force Academy for a cadet for a day experience exposes students to engineering and school opportunities Built organization structure lead executive team with special initiatives department fundraised 56K for annual budget Monitor non profit compliance write and deliver grant presentations and speak publically about organization experiences Interests Volleyball CrossFit World Cup
Generate a Resume for a Banking Job
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SVP BUSINESS BANKING Executive Profile Executive Banker with experience in all facets of banking growth strategy retail and commercial operations business development and sales and marketing all with an entrepreneurial spirit A macro level thinker with a proven track record for structuring and negotiating sound credit worthy business and building strong teams able to meet company wide financial goals Professional Experience July 2015 to Current Company Name City State SVP Business Banking AUB was founded in 2006 by a diverse group of Los Angeles based entrepreneurs whose vision included serving the banking needs of small and medium sized businesses in metropolitan Los Angeles and its surrounds Directly responsible for the Bank s Business Banking Group a 55 million production P L budget CRE C I Asset Based Lending and SBA Manage the Bank s Private Banking high net worth clientele portfolio totaling some 75 million Supervise the credit administration process at the BBG level Quickly assess a financial package that is highly complex and contains numerous sources of cash flow Responsible for the strategic sales plan marketing and hiring of staff Oversee training and monitor team performance to instill and maintain the integrity of the business development process Present monthly sales and forecast reporting directly to the board of directors Manager FIVE commercial CRE C I SBA branches with a staff of six business development officers Advance the Bank s image as its community representative and foster an environment of accountability excellence collaboration and fiscal responsibility January 2012 to July 2015 Company Name City State SVP Administration Operating Finance Pan American Bank opened its doors in 1964 with the mission of serving the under served and under banked consumers and small businesses The bank is a CDFI MDI Minority Owned as well as SBA certified Successfully merged and negotiated the Bank s merger with Finance Thrift via a reverse stock split acquisition Successfully raised 6 4 million in CRA via equity capital SPA stock purchase agreement July 2014 Led the Bank s cost restructuring by decreasing headcount by 29 selling two of the three branches and netting 1 1 million in capital proceeds saving the bank 637 thousand annually Led the Bank s business development and SBA certification program affording a 9 2 million loan growth Responsible for the Bank s community outreach programs and all of its marketing and sales strategy Cut vendor costs by 97 thousand in first sixty days of employment by eliminating negotiating contracts Developed key community 501c3 partnerships affording 1 1 million loan growth Managed the Bank s community reinvestment objectives through technical assistance and understanding credit Implemented the Bank s new ALLL methodology affording a 125 thousand provision in 2013 versus a combined 2 4 million provision for 2012 and 2011 The Bank recognized profit for the first time in six years 404K in 1Q2013 Responsible for reporting the quarterly ALM to the board and member of the audit Compliance ALM committee Led contract negotiations with Jack Henry bank s core system affording the bank 129 thousand in savings while adding new technology mobile banking on line banking Check 21 Yellow Hammer and COGNOS Led and managed the Bank s 2013 budget and presented to the board of directors July 2007 to December 2011 Company Name City State President Primavera Capital provides consulting services to middle market companies requiring corporate finance advisory access to capital debt restructuring and effective business plans Toltec financial a consumer retail finance company lending in the consumer segment secured unsecured category Developed new market B2B generating sales of 750K in the first four months Successfully developed the wholesale market segmentation strategy that led to an increase in monthly sales of 125K Created working capital KPIs for client which led to company savings of 323K in just one year Responsible for the annual operating plan AOP and execution of all company wide financial goals Successfully hired and trained all staff and set quarterly sales goals in a bi lingual business environment Responsible for the monthly P L forecast sales goals and monthly presentations to the board of directors In charge of analyzing market conditions developing marketing strategies and recommending changes to the board of directors in order to maximize profit Packaged and negotiated terms and conditions on a 500K line of credit for an un bankable client Promoted company s services and discussed market trends through public speaking engagements Effectively structured all vendor partnership agreements in order to grow revenue and market share Responsible for obtaining all state regulatory licensing California Finance Lenders Law Developed all consumer programs and marketing material in both English and Spanish Established key relationships with the SBA and other financial institutions for their financial support and technical assistance February 2006 to July 2007 Company Name City State EVP Business Development Emerging Markets Community Bank Ventures is a privately held professional service firm with a national presence that serves new and existing community banks Community Bank Ventures consults on the regulatory process of new bank formation strategic planning recruitment of senior management IPO s second offerings mergers and acquisitions project management and market analysis Responsible for CBVs business development of all de novo banks Negotiated akey partnership with a broker dealer to execute all CBV offering and M A transactions Assisted in raising 48 million capital for the formation of two de novo banks Delivered weekly presentations to key community business leaders and high net worth investors Developed annual budgets and operational analytics All aspects of accounting and audit working with Big 4 firm March 2004 to February 2006 Company Name City State Consultant DLC Consulting employs over 150 consultants who are Big 4 CPAs or MBAs from tier one schools with hands on financial experience within Fortune 1000 companies Clients are provided with project execution capabilities in financial planning analysis financial systems implementation process documentation and redesign as well as project management Saved 7 million by negotiating foreign exchange currency rates for a Fortune 500 high tech company by executing key pro forma cash flow analysis involving various monthly average currency rates Spearheaded the Long Term Incentive Program for a Fortune 500 high tech company The LTIP was implemented in 2004 to effectively measure senior executives performance toward year end results Improved client contractual agreement process between company and its investors allowing senior management to make faster and more efficient business decisions Wrote client s SEC filings 10K 10Q and 8K including MD A for a Fortune 500 company February 2003 to March 2004 Company Name City State Financial Analyst PBG The Pepsi Bottling Group is the world s largest manufacturer seller and distributor of Pepsi Cola beverages PBG generates about 10 5 billion in annual sales with 65 000 employees It operates in the United States Canada Greece Mexico Russia Spain and Turkey December 2001 to February 2003 Company Name City State Finance Manager Compass Aerospace is a supplier and manufacturer for commercial and military aircraft delivering precision machine parts with revenues of 135M and 775 employees worldwide Education 2003 Pepperdine University Graziadio School of Business and Management City State Business Administration 1994 California State University San Bernardino City State Bachelor of Arts Business Economics 2013 Pepperdine University Graziadio School of Business and Management City State Private Capital Markets Languages Speak and write Spanish fluently Professional Affiliations Chairman of the Board Ramona s Mexican Food Company July 2014 to Current Member of the California Bankers CBA State Government Relations Committee September 2014 Board Member March 2011 2012 Big Brother Big Sister Tustin CA Executive Council Elected on June 2006 thru 2010 to serve on Pepperdine University Alumni Leadership Council Skills Accounting banking budgets business development business plans capital markets cash flow analysis COGNOS consulting contract negotiations corporate finance credit debt and equity financing Essbase finance financial planning analysis foreign exchange Hyperion JD Edwards Lotus 1 2 3 market analysis marketing strategies marketing and sales mergers and acquisitions access Excel Microsoft Office applications Oracle project management public speaking recruitment sales strategic planning
Generate a Resume for a Banking Job
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ASSISTANT BANKING CENTER MANAGER Executive Summary Results focused management professional offering 6 years of progressive leadership experience Transforms high potential staff into outstanding leaders who demonstrate the creativity and savvy that is critical to financial and operational success Core Qualifications Microsoft Certified 120 WPM Top rated sales performer Training and development Experience using various corporate software systems Hummingbird C Net Touch pointe etc Proficient in E Automate Digital software Proficiency with Microsoft Office Suite and web based reporting tools Budget development Operations management Cross functional team management Staff training Skilled negotiator Sound judgment Computer savvy Calm under pressure Complex problem solving Top 10 Performer in Sales Loans and Operations Platinum Loan Award NMLS Certified Skills Detail oriented excellent problem solving skills and extensive social media marketing experience Results oriented with the ability to lead organizations to successful product launches and higher revenues Expertise in developing client relations Excel at interfacing with others at all levels to ensure organizational goals are attained Proactive approach has resulted in capturing numerous accounts and expanding client base Possess excellent interpersonal analytical and organizational skills Excel within highly competitive environments where leadership skills are the keys to success Creative with broad based background in highly competitive and dynamic organizations Recognized as a decisive leader and excellent team player Account maintenance Business recovery and sustainability Operations analysis Procedure and process review and development Automate banking Budget development business development C CoachING Cold Calling Excellent Communication credit analysis clientele customer service marketing mergers Microsoft Certified Microsoft Office Suite Fast learner reporting retail risk analysis selling sales strategic alliances Professional Experience Company Name City State Assistant Banking Center Manager 01 2010 to Current Financial reporting Bank reconciliations Knowledge of commercial law Negotiation skills Complex problem solving skills Needs assessments Creative design Strategic planning Sales and Marketing Increased annual gross sales by 15 Developed direct mass mailings which resulted in 8 growth of customer base Sales and Promotion Achieved status as one of the top 10 performers in the region Assisted in planning and executing promotional events Client Interface Managed accounting close accounts payable and financial reporting for multiple clients Profile management position accountable for soliciting business accounts and Developing strategic alliances with clientele Develop tactics to increase assets and profitability within a territory Develop and implement innovative marketing principles and promotional sales events for Commercial and personal projects to further support financial growth Counsel individuals and corporate clients with regard to investment opportunities risk Analysis and monetary returns Cross sell banking services and products to clientele Participate in community events to position the bank as a leader within the territory Manage Staff and Compliance throughout Banking Center Coach staff in profile management compliance balancing Prepare for quarterly audits Highlights Excellent Communication Skills Fast learner and excellent training skills Obtaining Loans Personal Home Equity Vehicle Commercial and Small Business Cross selling Personal and Business accounts including investments Cold Calling On Site visits to local business Manages All Staff follows HR and corresponding Governance Managed banking center during mergers and acquisition Multi Task Handled Risk and Operations Achieving beyond expected quota each quarter Company Name City State Sr Financial Banker 07 2007 to 01 2010 Profile management position accountable for soliciting business accounts and developing strategic alliances with clientele Develop tactics to increase assets and profitability within a territory Develop and implement innovative marketing principles and promotional sales events for commercial and personal projects to further support financial growth Counsel individuals and corporate clients with regard to investment opportunities risk analysis and monetary returns Cross sell banking services and products to clientele Participate in community events to position the bank as a leader within the territory Highlights Excellent Communication Skills Fast learner and excellent training skills Obtaining Loans Personal Home Equity Vehicle Commercial and Small Business Cross selling Personal and Business accounts including investments Cold Calling On Site visits to local business Achieving beyond expected quota each quarter Company Name State Sr Financial Service Rep 11 2003 to 07 2007 Directed daily operations for retail banking including branch sales business development customer service and credit analysis Managed a staff of customer service representatives and tellers Analyzed financial statements and pertinent information to determine creditworthiness of prospective customers Counseled corporate clients and high net worth individuals with regard to their borrowing needs Highlights Joined BBVA Compass as a Part Time teller Promoted to Senior Teller and then Sr Financial Rep within 2 years Transferred to Capital One Na To further my career in Banking Education Bachelor Business Finance HR Management University of Houston downtown City State Associates Houston Community College Affiliations Leadership Development Program Comerica Bank Junior Achievement Red Cross March Of DImes Breast Cancer Awareness Prior Chamber Member
Generate a Resume for a Banking Job
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REGIONAL BANKING DISTRICT MANAGER VICE PRESIDENT Professional Summary Motivated tenured manager with demonstrated knowledge of industry best practices and operations Proven skills in enhancing productivity efficiency and bottom line profits with forward thinking leadership Bringing over twenty years of experience in financial customer service sales problem solving field with over 15 years management experience Ready to take on a challenging growth oriented role to provide fulfillment and professional purpose Skills Negotiation Business planning Staff Management Business Development Strategic planning Financial Management Sales and marketing Leadership Adaptability Customer Service Organization and Time management Creative Enthusiastic Work History Regional Banking District Manager Vice President Company Name City State June 2011 to Current Responsible for leading growing and mantaining customer relationships for local branches wih 3 5 billion in customer deposits Oversaw an average of 125 employees and diretly managed and led 11 Branch Managers throughout the Westside and Santa Monica area Revitalized operations and realigned plans to better capture new opportunities and take advantage of changes in customer habits Worked diligently to resolve unique and recurring complaints promoting loyalty prioritizing customer needs and enhancing operations Supervised 11 locations to enforce high quality standards of operations from loss prevention to operational processes Conceptualized and implemented strategies to realign operational strategies and enhance personnel management approaches Met deadlines by proactively managing individual and team tasks and streamlining processes throughtout branches and industry Spearheaded routine operations and special program initiatives for regional group including digital implmenation and skill development Modeled best practices for sales and customer service Located developed and promoted talented employees to cultivate a collaborative and hardworking leadership team Partnering with different lines of business to support client needs and apply unified approach in meeting business expectations and goals Branch Manager Vice President Company Name City State April 2007 to June 2011 Encouraged employee development and promoted management staff from within Supervised branch operations and made continuous improvements in each area Utilized up to date information to make effective decisions governing bank operations Set risk management policies to mitigate bank losses Defined strategies and made proactive adjustments to maintain results Provided direction and leadership to all employees Upheld stringent bank standards for loans money handling and legal considerations Represented bank at community events to establish strong ties and promote business Reviewed historical records current operational data and forecasting information to identify and capitalize on system enhancement opportunities Performed banking business administration and financial tasks to guarantee five star service for clients Developed strategic plans for day to day financial operations Supported Regional Bankign Distirct Manager with special projects and additional job duties Built and maintained productive relationships with internal and external customers and partners to facilitate business success Service Manager Assistant Vice President Company Name City State August 2005 to April 2007 Monitored team performance adhered to service level agreements SLAs and provided detailed job training Assessed employee work and responsible for performance with branch operations and customer experience related to service approaches Met with customers to discuss service needs and develop effective and practical solutions Maintained team productivity and quality of service by establishing and maintaining clear benchmarks Monitored equipment tools and system upgrades to compile data into detailed reports for upper management Contributed to development implementation and execution of maintenance programs Monitored priorities and liaised between maintenance team and management delegating tasks to complete on time Lead Teller Company Name City State June 1999 to August 2005 Mentored newly hired team members on appropriate responses to patron questions Investigated and promptly resolved issues with patron accounts Created teller schedule to keep weekly and weekend shifts properly staffed Replenished ATM funds in empty canisters prior to validation process Introduced customers to other bank team members to help meet financial needs Identified potential needs through observation questioning and listening Provided customers with appropriate literature on banking products and services Answered inquiries regarding checking and savings accounts and other related products Completed highly accurate high volume money counts via both manual and machine driven approaches Conducted regular proof work and followed up on chargebacks and deposit corrections Counted verified and handled bank deposits and armored car transactions Maintained friendly and professional customer interactions Established rapport with new clients to increase satisfaction and loyalty Education Bachelor of Arts Psychology University of California Los Angeles City State June 2004
Generate a Resume for a Banking Job
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Karla Lee Summary Results focused people advocate with vast experience in Wealth Management and Deposit Financial Services Targets growth through nurturing exemplary teams and focusing on a format of listening to our clients for best outcomes Proactive leader experienced in deep internal and external partnerships for best client outcome Skills Industry partnership development Team building Recruiting and hiring Process improvement Operations oversight Executive leadership Problem resolution Relationship building Data management Experience Regional Director of Banking and Wealth Mar 2018 to Dec 2020 Company Name City State Responsible for overall growth performance of strategic marketplace Encouraged work environment conducive to development of high performing distinct teams by inspiring innovation and excellence in all CRM Customer Engagement deliverables Outcome Had 3 diverse direct reports promoted to Managing Director roles in 2 years Revitalized client engagement routines to include cultural geographic relevance Engaged NY based Portfolio Managers and analysts to host clients on rotating schedule Outcome Advisor acumen and loyalty to the firm increased significantly turnover decreased by 50 Client retention and share of wallet increased AUM grew by client added investments and referrals The Bay Area had the highest deposit market share gain in the country in 2019 in excess of 10b 2nd highest AUM growth 3 consecutive years over 20 Aligned all Wealth Management efforts by different LOBs to include each other Outcome example JP Morgan s Healthcare conference not only included our biggest institutional clients but speakers were leveraged to host auxiliary sessions with Private Banking and Chase Private Clients Chase Center suites were co hosted by client affinities to create more engagement opportunities Transformed departmental operations through aggressive process overhaul and attention to quality Advisor and banker turnover reduced in half from 2018 to 2020 Northern CA Operations Executive Nov 2016 to Mar 2018 Company Name City State Responsible for profitability of the most elite marketplace in the Bank of America franchise 350 Financial Centers with close to 3000 Associates Led the Northern CA region 30 billion in deposits through best in class Enterprise partnerships with Small Business Home Loans and Merrill Edge investments Outcome Recognized by CEO for best in class performance Initiated local monthly Client listening sessions aimed at bringing forward all enterprise capabilities Focused particularly on the Silicon Valley client Outcome Advocated for change in ability to recast mortgages to accommodate large inflows of bonus cash Partnered with credit card underwriting to accommodate a new to country deposit based credit solution ultimately being a factor in Apple having Bank of America as a preferred only vendor on campus Completed 60 Financial Center renovations to adhere to Advice Center model highlighting Merrill Edge capabilities Included extraordinary external partnerships into specifications Apple campus UC Berkeley campus Samsung technology in SF Sales and Service Executive West Coast Nov 2011 to Nov 2016 Company Name City State Responsible for the revenue growth of 40 of the consumer franchise Significant work integrating Merrill Lynch into the client spectrum for Bank of America Participated in first pilot hiring and scaling capabilities of the Merrill Edge organization Outcome Successful Boston based pilot was scaled nationwide moved to Los Angeles to launch West Coast Collaborated in SLAs based on client feedback for best outcome Key executive for pilot bringing all specialized sales inside Financial Centers inclusive of Countrywide acquisition lending capabilities Outcome Best in class teams following CEOs scorecard accountabilities best in class portfolio penetration Motivated and encouraged team members to communicate more openly and constructively with each other as well as addressed the need to share local talent Outcome established leadership councils in all key cities to mitigate delivery escalations and establish cross LOB referral accountability Education and Training MBA School of Management Expected in May 2023 University of San Francisco City State Pacific Coast Banking School Finance University of Washington City State Bachelor of Arts Art History Toulouse Lautrec School of Art City Accomplishments ALPFA Association of Latino Professionals for America mentor San Francisco Times Most influential Woman in business 2020 JP Morgan Chase San Francisco Times Most influential Woman in business 2016 Bank of America Working Mother Magazine honoree 2011 Bank of America Certifications Series 7 9 10 and 66 Licenses CA Life Health Insurance License Native Spanish Speaker
Generate a Resume for a Banking Job
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SENIOR COMMERCIAL BUSINESS BANKING RELATIONSHIP MANAGER VP Professional Summary To maximize my exceptional management retail business banking and analytical talent in a capacity that presents sales development and project management opportunities Professional Highlights Business Management Cash Flow Conversation Certified Treasury Management Business Banking Training Account Manager Business Finance CCM Training Principals of Banking Laws of Banking Operations Management Sales Goal Achiever SBA Achiever Customer Service Advocate Managing Communications Leadership Training Creative Problem Solving Team Building Mentoring Coaching Staff Retail Commercial Banking Efficiency Maximization Process Improvement Strategic Planning Marketing Development Relationship Growth Business Banking Teller Certification Trainer PNC Accel College Day Recruiter Presenter Accomplishments Reduced Bank costs by 11 and increased corporate client retention in 1st and 2nd quarter Developed internal prices improvement as well as external service enhancements to improve client satisfaction Exceeded Treasury Management Goals each quarter by 115 129 2013 Million Revenue Credit Goal Achiever Managed and supported 16 branches in Montgomery County Exceeded loan gaol by 50 while managing a portfolio of over 100 clients Exceeded branch deposit and profitability goals by 46 Completed and facilitated bank proposals and presentations Experience 06 2016 to Current Senior Commercial Business Banking Relationship Manager VP Company Name City State Responsible for generating and managing profitable loans and deposit portfolios and non interest income from businesses with annual sales of 1MM 50MM while developing and retaining long term profitable client relationships Responsible for the management of an assigned portfolio of business and mixed household accounts Responsible for generating new fee based revenue from both the credit and non credit ancillary product sales to include capital market products I work with commercial businesses with annual revenue over 1MM to include Dealer Finance Commercial Lending I am responsible for the Mont gomery County and DC Market Region for the profitability quality and growth of my assigned loan portfolio I service all commercial business client relationships including pro cessing of credit requests Also responsible for retaining and strengthening current relationships and developing new business through prospecting Centers of Influence client referrals Assessing and using my creativity to provide credit solutions to bank clients Participates in civic business and community affairs county associations and groups to solicit and develop new consumer and small business households for the branch Responsible for loan performance within the branch pertaining to growth and profitability I also work with my business partners to drive cross sales through referrals and to proactively serve the needs of the clients while expand ing the relationship and growing the overall portfolio Meeting and exceeding sales goals in lending deposits revenue growth profitability and client acquisition 06 2013 to 05 2016 Sr Business Banking Treasury Management Officer Vice President Senior Business Banker Company Name City State A dual role that combined Treasury Management as well as Business Banking duties Responsible for the sale of Treasury Management services as well as the maintaining of existing businesses within the GWA Region creating presentations for businesses located within my region on all Treasury Management products as well as developing creating and implementing training coaching the development of Business Bankers Tellers and Financial Sales Consultants regarding the sale of Treasury Management services Implementing calling program on all new business clients and prospects to offer new Treasury Management products partner with internal partners to uncover new opportunities as to include wealth merchant services and other products offered by PNC Bank Responsible for analyzing market conditions trends and related factors for services 10 2010 to 06 2013 Commercial Business Banking Relationship Manager Assistant Vice President Company Name City State Responsible for generation and management of a profitable loan and deposit portfolio and non interest income from businesses with annual sales of 1MM 25MM through the development and retention of long term profitable client relationships Responsible for the management of an assigned portfolio of business and mixed household accounts Retained and strengthened current relationships and actively developed new business through prospecting Centers of Influence client referrals while partnering with internal partners for cross sell opportunities Responsible for assessing and being creative in providing credit solutions to bank clients Successful in meeting and exceeding sales goals in deposits loans revenue growth profitability and client acquisition also worked with internal partners to drive cross sales through referrals for deposit opportunities as well as merchant services lending treasury management and workplace banking 07 2005 to 10 2010 Senior Business Development Officer Company Name City State Identified and sold TFCJ benefits to Select Employee Groups in the Anne Arundel Prince Georges and Howard County Developed strategic marketing plans conducted on site presentations to employer and their employees created written proposals and negotiated proposed interest with prospective Companies Partnered with my branch to uncover new business opportunities for the credit union while coaching mentoring and providing leader ship to the branch branch staff while managing goal setting reviews training and staffing Assisted in the preparation of the business develops annual budget while also managing and developing over 50 of the regions new business 09 2001 Branch Platform Banker Company Name City State Proactively initiaed developed and managed long term profitable banking relationships while also managing branch operational needs that pertained to employee management compli ance and risk ATM and cash management needs Working with retail and business clients to develop deposit growth while increasing fee income to the bank 09 1995 to 08 2001 Cash Management Analyst Cash Management Officer Company Name City State Developed and implemented Cash Management products for the Commercial Real Estate and Business Banking segment while assisting in the management of large corporate clients for the sale of cash management products Responsible for developing new cash management clients while retaining existing client relationships Responsible for viewing cash man agement transactions compliance reports and analyzing monthly analysis statements while also monitoring the cash flow of clients using an excel spreadsheet Managed cash management products while developing a strategic pricing and goal strategy Cash Management Officer Assistant Vice President Company Name City State Produced and executed various cash management solutions for business clients in the Maryland and DC Regions Responsible for the sale of Cash Management services as well as the maintaining of existing businesses within the market Preparing sales presentations proposals resolving client issues managing new small business development while negotiating cash management pricing Worked with business clients to implement ATM s while monitoring cash requests and ATM usage at specific business locations Reduced Bank costs by 12 Completed more than 50 presentations and proposals Education University of Phoenix and Fairleigh Dickinson University City State 05 2000 B S Business Management Business Management Principals of Banking Laws of Banking Management Relationship Operations Retail Banking Business Banking 2018 Business UMUC City State USA Leadership Professional Affliations Howard County Academy of Finance Board Board Member 2010 Howard County Advisory Board Board Member 2010 Certified Business Women s Network Women Business Advocate 2010 Howard County Chamber of Commerce 2010 Montgomery County Chamber of Commerce 2012 Ambassador Junior Achievement Program 2008 The Ray Lewis Foundation Finance Chairperson 2003 Baltimore 1000 Financial Seminar Leader 2016 Technical Skills Sales Force Sales Prism Ncino Oracle Genesis Customer Relationship Management System Client Product Implementation System CPI Siebel Systems Act System AS 400 Microsoft Office XP Excel PowerPoint MS Access 2 0 Microsoft Outlook IBM IS Series Lotus Notes 4 1 Boss Fast AFS CAPS Vector 5 Maxaar System Word Perfect 5 0 5 1 Apollo System Display Write Office Writer 6 1 6 2 Facts Branch Suite Base 2000 Bank Pro Hogan System Host System Symitar SEG Manager Banker insight Metavante and Check System CRT Computer AT T Encore telephone system IBM Compatible PC PBX Cash Register Percs System AFS System and Rolm Switchboard
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CAREER SENIOR EXECUTIVE SERVICE MEMBER DIRECTOR FINANCE SYSTEMS AND BUDGET GROUP Executive Profile Accomplished highly respected executive with extensive public and private sector health care and financial management experience Proven ability to lead and mentor large and diverse teams build and maintain relationships that transcend corporate cultural and geographic boundaries and improve systems and processes to increase productivity profitability and customer satisfaction Excels in driving positive change and managing in ambiguous and transitional environments P L Policy Development Change Management Strategic Planning Process Reengineering Profit Building Negotiations Restructuring Startup Transitional Environments People Project Management Skill Highlights Leadership communication skills Project management Business operations organization Client account management Human resources Budgeting expertise Negotiations expert Employee relations Customer oriented Core Accomplishments Project Management Project Management Operations Management Staff Development Launched well received program of professional development courses for all staff Mentored and coached employees resulting in a 12 increase in productivity Managed operation Handled all functions related to program Initiated project which resulted in positive outcome Human Resources Spearheaded new program program which increased retention Initiated project which resulted in positive outcome Human Resources Spearheaded new program program which increased retention Professional Experience Company Name City State CAREER SENIOR EXECUTIVE SERVICE MEMBER DIRECTOR FINANCE SYSTEMS AND BUDGET GROUP 01 2004 to 01 2012 Federal agency responsible for Medicare Medicaid the State Children s Health Insurance Program SCHIP and health insurance portability standards Oversee financial and information technology operations for Medicaid and the State Children s Health Insurance Program SCHIP Develop and administer budgets and supporting documentation coordinate financial survey and certification issues with the Office of Financial Management Center for Medicaid and State Operations CMSO Groups and other state and federal agencies Create policies and procedures monitor and reconcile state expenditure and monthly accounting reports issue quarterly Medicaid and SCHIP grant awards Lead system enhancements application development and quality improvement activities review and certify State Medicaid Management Information Systems MMIS Collect data for the Medicaid Drug Rebate Program survey and certify health care providers and suppliers Ensure Medicaid PART and GPRA compliance with annual performance budget represent Medicaid in development of National Electronic Data Interchange Standards Provide technical guidance for Medicaid Statistical Information and Federal Upper Limits systems coordinate Medicaid fraud and abuse investigations Administer annual operating budgets of 100 million and up participate in administering the 300 billion federal state Medicaid program Supervise up to 125 employees Enabled seniors to receive prescription drug benefits for the first time by implementing services mandated by the 2003 Medicare Prescription Drug Improvement and Modernization Act MMA Led multiple initiatives to improve fiscal responsibility including MMA Phase down State Contribution the basis for 8 billion in annual state Part D payments in which states return funds to the federal government for citizens with dual eligibility for Medicaid and Medicare The addition of 100 auditors in 10 regional offices to educate states employees about Medicaid policies and monitor related spending Automation of the Medicaid drug rebate program as part of the 2005 Deficit Reduction Act DRA facilitating rebate calculations for states and more than 400 drug manufacturers Enhanced operations and positioned agency for additional efficiency with Adoption of the 2009 American Reinvestment Act ARRA which paves the way for the use of electronic health records throughout the nation s health care system Development of an IT strategy designed to standardize the technical environment and educate Medicaid Directors and state CIOs CTOs about enterprise architecture The federal government contributes 3 5 billion annually to state system development Company Name City State VICE PRESIDENT MANAGING DIRECTOR 01 1996 to 01 2002 Global credit insurer and Allianz subsidiary with 6 000 employees in more than 50 countries Developed documented and implemented credit policies procedures and practices Created a risk rating system and trained managers from Belgium England France Italy Spain Mexico Brazil Hong Kong Singapore and Shanghai to use it effectively Managed P L for all satellite offices in the U S Canada and Mexico as well as information budgets for Europe Hong Kong Singapore and Shanghai Supervised 67 person professional and administrative staff and provided calm and stable leadership through three ownership changes Turned a 40 million corporate loss into 5 million pretax profit in one year by restructuring and repositioning an international company for dynamic and profitable expansion in the U S Reducedrisk by more than 674 million while developing a 2 billion export portfolio Eliminated 500 000 in annual expense by renegotiating contracts Salvaged an underperforming operation by Redirecting corporate focus to reinsurance and adequate capitalization Separating sales and risk management to eliminate inherent conflicts of interest Company Name City State Vice President Divisional Credit Officer Company Name State Owner Education MBA Fairleigh Dickinson University City State BS Finance Insurance University Of Rhode Island City State Finance Insurance Skills accounting administrative application development agency Automation benefits budgets budget contracts credit documentation Electronic Data Interchange electronic health records financial Financial Management focus funds government information technology Insurance IT strategy leadership Office Management Information Systems enterprise policies profit quality improvement risk management sales
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MORTGAGE GROUP OPERATIONS MANAGER BANKING OFFICER Summary Self motivated banking professional offering strong communication and quick thinking skills Works effectively on teams as well as independently in fast paced environments Highlights MS Office proficient Risk management evaluation background Excellent communication skills Organized Reliable Strong sense of banking ethics Strong compliance and operational background Experience 08 2014 to Current Mortgage Group Operations Manager Banking Officer Company Name City State Monitor and approve pricing deviations in accordance with BB T policy Monitor pipelines to ensure compliance and timely action for clients by Mortgage Loan Officers MLOs Monitor prequalification pipelines to ensure timely and appropriate actions by MLOs Act as a liaison between MLOs and the Regional Production Support Teams RPSTs Appraisal unit and Construction Permanent CP unit Communicate and escalate loan issues as needed Develop coach and guide staff for continued grass roots level execution of assigned operational components of retail mortgage lending Integrate staff into new processes and systems as well as deepen relationships with production associates so that issues can be identified early reported quickly and solutions offered Coordinate rush files and process prioritization with the RPST Become thoroughly familiar with UniFi and assist MLOs and administrative staff with issues as they arise Communicate and escalate issues as needed Support MMMs and Group Mortgage Managers GMMs in researching client complaints in accordance with BB T process and policy Be aware of regulatory and operational issues and upcoming changes Communicate and escalate issues as needed Coordinate Small Business and Mortgage Cross Sell SAM scheduling for regional personnel Follow up with associates on delinquent training as required by Learning Center Conduct knowledge sessions and coordinate implementation of new products product changes and updates Arrange for proper HS on boarding training equipment and administrative processing of new hires 08 2013 to 08 2014 Home Mortgage Direct Mortgage Loan Counselor Company Name City State Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as BB T Mortgage products and their benefits Execute consistently on BB T s referral process IRM by introducing mortgage clients to other bank services for cross sell opportunities Assist Mortgage Loan Administration with client attorney or appraiser document follow up as determined through quality control or post closing review Execute effective mortgage client development plans to meet or exceed agreed upon mortgage production goals including continuous sales phone sales training Maintain a complete and thorough knowledge of BB T Mortgage Strategies Policies and Procedures as well as secondary market investor s guidelines utilized by the bank Adhere to and comply fully with any and all BB T policies and procedures related to internal and external rules and regulations particularly those established by State and Federal law 01 2011 to 08 2013 Credit Analyst 1 BBRC Company Name City State Responsible for spreading financial statements and tax returns according to GAAP and internal credit policies Analyzing diverse credit information for BBRC channel loans Providing financial analysis of several types of business entities to assist underwriters with credit decision Proficient knowledge of Hogan AFS Blast Credit Fulfillment Moody s PFA and SeeMore Plus 01 2010 to 04 2011 Commercial Loan Documentation Specialist Company Name City State Loan administration duties include the review and preparation for assigned loan portfolio Loan documentation business customers secured and unsecured Provides support to Regional Business Banking Customers Revenues 2 20 million Review credit approvals verify documentation and comply with credit bank policies Maintain customer care line to prepare assistance for Regional Business Banking 01 2005 to 09 2009 Banking Center Manager II AVP Company Name City State Lead a team of sales service professional to meet and exceed goals and service targets Directly work with customer to uncover and satisfy their financial mortgage needs Conducted and approved quarterly and yearly performance evaluations of associates Developed and monitored individual quarterly development plans for all direct reports Generating sales leads through community outreach activities and developing business partners Ensured the audit compliance procedures of the center are followed while maintaining the highest level Of customer service Managed difficult situations with customers and providing clients with information data and advice Periodically communicated with consumer executives review center performance assessments and update staff on business developments Created workforce stability by cultivating an engaged spirited and well coached team 01 2001 to 01 2005 Personal Banker Officer Company Name City State Provide financial solutions to consumers and business Provided financial and advising counseling to customers Prepared loan documents and conducted closings Comply with all federal and state regulations Accomplishments Employee Relations Process Improvement Recruiting and Retention Increased mortgage pipeline by 75 with in one year Ranked 3rd out of 37 banking center in operational excellence in previous market Employee Development Training Selected by Senior Management as contributor for CFPB project to prepare for 2015 CFPB origination exam Promoted to Mortgage Operations Manager of Home Mortgage Direct within a year Education April 2003 Real Estate Fundamentals Completed Salesperson Broker Course Real Estate Broker Dan Mohr Estate School City State 2015 BS Business Management Guilford College City State Minor in Non Profit Management Skills Developing business credit clients service mortgage compliance understands CFBP requirements mortgage loan origination financial analysis proficient with Unifi system policies and sales
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EMPLOYEE RELATIONS CONSULTANT Summary Human Resources partner with areas of expertise in employee relations Affirmative Action recruitment diversity employee training and analytics A student of Wells Fargo s Leadership Compentencies exhibits leadership behaviors that contribute to business success risk management and a sustained positive reputation as a premier financial institution and employer of choice Highlights Interviewing expertise Performance management strategies Staffing and recruiting professional Employment law knowledge Employee relations Manager coaching and training HRIS applications proficient Employee handbook development Accomplishments Recipient Isaacson Scholarship for Graduate Work in Education and Rising Star Award B S in History Recipient Young Hispanic Leadership Scholarship Led the Staffing Planning Committee for Number years Introduced the first passive Open Enrollment process Created a rewards and incentive program that was cited as the driving force behind branch employee retention rate of Number Transitioned the sales program into full compliance Experience Employee Relations Consultant June 2013 to Current Company Name City State Responsible for managing the employee relations functions for multiple business lines and business groups undergoing significant change Responsible for designing and executing proactive employee relations plans and programs in accordance with internal policy and labor law requirements with an acute focus on risk management strategies Partner with all levels of business leadership and partners throughout the HR community to identify and resolve extremely complex issues requiring an evaluation of data and intangible varying factors Quickly attained increasing level of responsibility growing doubling my team within four months to manage a team of 8 consultants This entire team is virtually located across the United States and provides strategic support to all business lines throughout CLG Provide fluid and strategic ER support to multiple lines of business which includes sales collections and operations while quickly learning and apply the complex compliance and regulatory environments that govern various products and business practices Serve as secondary code administrator for CCS and Dealer Services Provide direct consultative support and ER related reporting to executive level leaders of Dealer Services and Consumer Credit Solutions CCS and Risk and Compliance CLG ER representative at executive level business meetings CLG s ER representative on enterprise committees including the ER Business Process Forum and ER Insights and Analytics actively contributing to the development of business processes that guide ER consultation in areas of wage and hour investigations fact finding documentation in HRHD and the expanded scope of ER in the displacement process In 2013 contributed to the development of the current quarterly ER reporting templates and currently involved in Phase II of an enterprise driven ER reporting structure Created and led the team based execution of ER training strategy for Dealer Services production and operations teams in both a face to face and virtual learning environments As part of HR 2 0 a key HR strategic initiative for CLG to create a more effective and efficient HR team selected to lead the Capability Work stream comprised of various level of leaders from different HR groups This team will deploy the HR Engagement Principles Customer Excellence resources and Performance Consulting training initiative 4Q14 and 1Q15 Partnered with HRBP to influence and create an escalation process for the Dealer Services matrix organization Los Angeles California 5 2011 6 2013 Support the company s value of People as a Competitive Advantage by supporting leaders to attract develop retain and motivate team members provide tools and resources needed to succeed in their work and influence a culture of responsibility and accountability for their businesses and functions Experience supporting Home Lending group Consumer Credit Solutions group Dealer Services and former Wells Fargo Financial group Volunteered to support a new business group to CLG providing an opportunity to partner with the HR team to create a change management plan to implement a One Wells Fargo approach to employment policy and decisions Leadership responsibility for introducing Wells Fargo Provided counsel to employees and all levels of management on workplace issues encompassing a diverse scope of situations requiring strong knowledge and application of policy procedures and labor law Exercised judgment based on experience and policy knowledge to recommend solutions to resolve workplace concerns or identify trends adversely affecting leadership and team member experience Equal Employment Opportunity Consultant Corporate Employee Relations April 2001 to October 2005 Company Name City State Wells Fargo Bank San Francisco California 4 2001 10 2005 Developed implemented and monitored company s affirmative action programs to ensure compliance with government regulations and consult with managers and HR professionals regarding AA EEO policies and practices Investigated and responded to charges of discrimination and represented the company in the agency investigation medication and or settlement process directly with state and federal enforcement agencies business partners and legal partners Created developed and implemented the first enterprise wide database for tracking and business specific charge activity reporting responsive to business need to know of charge activity and settlement activity Prepared and evaluated compensation reviews EEO 1 reports adverse impact analysis goals progress reports and under utilization reports to identify risk and provide recommendations to business and HR partners to address potential risk Consulted on how to use reports to evaluate bench strength Developed and delivered training regarding AA and charge process including coordinating annual Plan Writers Conference focused on OFCCP regulation changes and their impact to company s plan process Corporate Diversity and Community Outreach Manager April 2000 to August 2001 Company Name City State Responsible for creating and implementing innovative employment strategies to establish a diverse candidate pool responsive to different business staffing needs Included developing and fostering relationships with professional and management recruitment agencies community organizations and schools Managed budget and program development of the Wells Fargo Summer Internship Program Coordinated enterprise participation at national recruiting events such as NSHMBA NBMBA Expanded recruiting relationships with organizations representing diverse segments of candidates and aligned those segments with business need Managed Summer Interns within Employment Services group Recruiting Manager December 1999 to April 2000 Company Name City State Managed a team responsible for developing and implementing staffing programs for the Manager and Supervisor Training Program in CBG CBG was re organized in April 2000 and the recruiting program was eliminated Changed recruiting strategy to focus on local and national community colleges to align business staffing needs to its mid level supervisor and manager training program Managed program participants and initiated a functional rotational aspect to program experience Aligned recruiting process with corporate recruiting standards Education Specialist January 1996 to January 1999 Company Name City State Partnered with teaching and support staff to provide proactive programs focused on developing academic and social skills for college students with diverse backgrounds Served as an adjunct instructor in Foreign Languages and First Year Seminar Directed Summer Scholars Program Early Monitoring Program and WideningOurWorld Technology Program Responsible for training and managing a team of students during the University s Orientation Programs Leadership Positions as Advisor for Latin American Students founding member of first Latina Sorority on campus and Chancellor s Commission for the Status of Women Education M S Counseling Higher Education University of Nebraska University of Nebraska M S in Counseling Concentration Higher Education Administration Recipient Isaacson Scholarship for Graduate Work in Education and Rising Star Award Omicron Delta Kappa Leadership Organization B S History B S in History Recipient Young Hispanic Leadership Scholarship Service and Development Certifications CCS Affiliations Society of Human Resources Management Skills Employee Relations Hr Training Credit Solutions Accountability For Change Management Labor Law Lending Proactive Self Motivated Affirmative Action Compensation Database Discrimination Eeo Equal Employment Opportunity Ofccp Office Of Federal Contract Compliance Programs Progress Instructor Teaching Collections Documentation Executive Level Fact Fact Erp Hr Business Partner Hrbp Operations Risk Management Sales Trading Virtual Learning Recruiting Staffing Budget Community Outreach Recruiting Events Recruitment Human Resources Human Resources Management Mentoring Premier San Storage Area Network Aspect Corporate Recruiting Its Award
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BANKING CENTER MANAGER ASSISTANT VICE PRESIDENT Summary Hands on dependable dedicated team coach who is goal directed as well as quality and detail conscious Extensive passion toward developing employees to their fullest potential Maintains a high degree of energetic leadership problem solving planning and team building skills that lead to successful sales teams Highlights Established track record of exceptional sales results Advocate of continuous education Excellent communication skills Compelling leadership skills Resolution oriented Enthusiastic and Effective Leadership style Accomplishments Currently standing at highest percentage achieved for banking center goals in 2014 Top 10 Banking Center in 2013 for Comerica Bank Michigan Market Developed two under performing Banking Centers into top performing offices in 2011 2012 and 2012 Present Day Top performing Assistant Manager Statewide for Comerica Bank in 2010 Experience 01 2012 to Current Banking Center Manager Assistant Vice President Comerica Bank Brooklyn Office Promote the importance of higher education and assist employees with steps to achieve such goals Nominated as a Banking Center Manager Mentor for new and existing colleague onboarding process Directly manage the human resource processes for employees including selection training performance management individual career development and retention Designated management trainer for first time Assistant Manager and Personal Bankers Created and established a successful training program for new management personal after corporate program was eliminated Develop and manage high performing employees through positive and professional relationship team building skills Hold weekly sales meetings and daily debriefs pertaining to sales goals and operation changes Utilize all sales tools including profiling customer s needs through the use of various technologies including generating business from call center leads Exceed Corporates budgeting fee collection expectation 01 2011 to 01 2012 Banking Center Manager First Level Officer Comerica Bank Grass Lake Office Lead and direct sales quality customer service and business development activities to achieve targeted results in the categories of deposits and customer relationship growth customer retention revenue market share and customer and employee satisfaction Actively coach and model behaviors concerning sales and services Educate staff on corporate and operational changes and reinforce the benefits Responsible for overall leadership of sales management and success of Banking Center Complete financial assessments on clientele analyze their needs and make professional banking recommendations based off of assessments Proactively develop and maintain relationships with business partners 04 2005 to 01 2011 Banking Center Assistant Manager Company Name Select develop and retain a diverse team of high performing individuals Lead by example and educate staff in the areas of extraordinary customer experience service excellence and thorough knowledge of products and services Coach and mentor individual development processes for assigned employees including on the job training career development team development and ensure successful employee retention Proactive behavior has led to consistently meeting and exceeding individual sales goals Banking Center Licensed Financial Specialist with a proven successful background in conservative investment alternatives for retail client Responsible for continual banking center training in all federal state and local laws and regulations and to ensure completion of required coursework annually Ensure staff is thoroughly trained on consumer compliance transaction authorities and up to date on fraud awareness Maintain human resource records and administer disciplinary action employees Actively participate in community events and planning of events that assist with company branding and recognition Actively recruited and oversaw training for all new branch employees Developed the annual branch business plan for maximum profitability and effectiveness 01 2002 to 01 2005 Michigan Regional Account Manager Company Name Develop presentations to target top producing agents and secure commitment and follow up with commitments and monitor percentage attainment of stated goals Educate real estate agents on products and services available that would provide financial assistance with the transition of their new home owners in the event of any immediate mechanical failures Strong knowledge of residential real estate law demonstrated through instructing an accredited continuing education course for realtors in the issue pertaining to risk management Maintain marketing concessions and monitor their use judiciously while adhering to contract and call center policies Mediate unresolved claims between consumer and Home Security of America through extensive negotiations Present Home Security of America s message to individual agents and brokers as a part of maintaining existing relationships as well as prospecting new clients through warm and cold calling Expand client referral base through networking groups Michigan Board of Realtors Western Wayne Board of Realtors Lansing Board of Realtors and Oakland Board of Realtors Education 1 2012 Principles of Accounting Jackson College 2013 Communication and Social Organizational Change Central Michigan University Graduate Program 2013 Introduction to Probability and Statistics Jackson College 2012 Human Resource Management Central Michigan University Graduate Program 2012 Organizational Dynamics and Human Behavior Central Michigan University Graduate Program 1 2002 Bachelor of Science Michigan State University Skills Accounting Assistant Manager banking benefits branding budgeting business development call center Coach cold calling clientele client clients customer service direct sales Financial Human Resource instructing team building leadership team development law marketing market mechanical meetings Mentor Office negotiations networking Organizational performance management policies presentations processes producing quality real estate retail risk management sales sales management Statistics trainer Additional Information Licenses NMLS 2012 Present Series 6 and 63 2009 Life Insurance 2008 Michigan Real Estate 2004 Property and Casualty 2003 Professional Affiliations Brooklyn Irish Hills Chamber Member 2012 Present Grass Lake Regional Chamber Member 2011 Grass Lake Regional Golf Outing Committee 2011 2012 Grass Lake Regional Board of Directors Member 2011 2012 Head of Manchester Area Chamber of Commerce Activity Committee 2007 2010 Manchester Chicken Broil Event Volunteer 2007 2010 2014 Manchester Area Chamber Golf Outing Committee Member 2007 2010 Manchester Area Youth Soccer Association Volunteer Coach 2010 Co Chair for March of Dimes Comerica Bank Team 2007 2008
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LEGAL SPECIALIST III INVESTMENT BANKING SUBPOENA COMPLIANCE Summary Certified paralegal with an extensive legal background excellent supervisor skills and Investment Banking knowledge seeking a position within the Financial Industry where my knowledge of legal terminology banking laws and regulatory policies and procedures would be fully utilized and expanded Highlights CORE SKILLS Advanced Monitoring Regulatory Compliance Protection of Customer s Rights Risk Management High Risk Investigations Quality Efficiency Assurance Investment Banking Strategic Thinking Policy Procedure Development Regulatory Affairs Loss Mitigation Complex Administrative Skills COMPUTER KNOWLEDGE WordPerfect Microsoft Word Excel PowerPoint Outlook Time Map MA 3000 LawDrill eRoom CourtExpress Courtlinks Lexis Nexis Westlaw Live Edgar Pacer Summation Concordance Trial Director Shepardize Cite Check Blue Book e discovery NYSCEF ITC BPAI TTAB Intralinks PAIR Access Equliar Clearwell Stratify Notary Public Advanced Monitoring Advanced Monitoring Regulatory Compliance Protection of Customer s Rights Risk Management High Risk Investigations Quality Efficiency Assurance Investment Banking Strategic Thinking Policy Procedure Development Regulatory Affairs Loss Mitigation Complex Administrative Accomplishments 2008 Nominated Paralegal of the Year Award by the American Association for Justice 2003 Awarded Employee of the Month 1999 Awarded Miss Congeniality 2015 Member of the Rewards Recognition Committee 2010 Member of the National Federation of Paralegal Associations 2009 Presentation on Paralegal Trial Procedures and Duties 2007 Legal Staff Profile an article written by Law Crossing 2005 Labor Employment Newsletter State Minimum Wage Guide 2004 Diversity Sensitivity Training to clients including staff and management 2003 Article You re Hired Let s Arbitrate Experience Legal Specialist III Investment Banking Subpoena Compliance December 2013 to Current Company Name City State Create data analytics related to complex compliance financial investigations experience in banking environment and familiar with various financial products Responsible for complex Investment Bank investigations and analysis to ensure bank wide compliance with Bank Secrecy Act BSA the USA Patriot Act Office of Foreign Asset Control and other guidance as published by FinCen FDIC Federal Trade Commission FTC or the US Treasury Department Assessing the risk of customers to the Bank including reviewing for Anti Money Laundering AML and Suspicious Activity Reports SARs investigations Communicating effectively verbally or written while supporting GIRE GS I AML and other internal and regulatory departments Construct filters and queries to refine e discovery reviews with attorneys and LDM Department Prepare objections to the subpoenas and negotiate the scope and bread of the request Knowledge of the financial industry and investing banking practices including mergers acquisitions capital markets equity research securities clearing and prime brokerage Benefit Consultant Agent April 2013 to November 2013 Company Name City State Conduct seminars on Healthcare reform Detailed oriented with excellent research investigative and reporting skills Extensive knowledge of substantive and procedural aspects of the Insurance industry Provide information on the 12 supplemental insurance products to potential clients Research the changing Healthcare laws and Tax Regulations in New Jersey and New York Training to sell mutual funds annuities securities retirement plans and insurance products Case Supervisor and Project Management Professional October 2000 to April 2013 Company Name City State Responsible for managing 5 15 paralegals on cases projects trials and appeal assignments Coordinate and delegate assignments and cases to junior paralegals and temporary support staff Supervise hire train and support paralegals in the firm s New York New Jersey and Boston offices Boost staff morale and improve teamwork by being accessible after hours for problem resolutions Redesigned paralegal and staff forms for greater effectiveness with e discovery tools Strong analytical skill and willingness to deal with and solve on going unique situations Senior Trial Paralegal Intellectual Property Assist NY NJ CA and TX offices with trademark infringement and internet counterfeiting matters Manage US and foreign patent prosecutions Handle utility and design patents with 10 or more claims Prosecute patents cases with the International Trade Commission and Board of Patent Appeals and Interferences Deal with unfair competition trade secrets false advertising patent and copyright infringement issues Senior Trial Paralegal Labor Employment Assist 5 attorneys in the areas of labor law issues including employment union wage hour FLSA and ERISA Collaborate with attorneys during Federal and State trials involving ADA harassment litigations domestic violence in the workplace employment agreements separations wage and hour issues and ERISA liability Provide support with claims of executive compensation fiduciary professional liability at the Alternative Dispute Resolution arbitration medication NASD and EEOC levels Draft current editions of sensitivity training guides employee handbooks management policies and employment agreements and collective bargaining agreements Trial Paralegal Corporate Basic knowledge in the areas of corporate securities venture capital and private equity transaction Analyze proxy statements officer questionnaires forms 10 K 10 Q and 8 K for compliance Involved in officer and director stock transactions during and after employment Review and analyze SEC Equity Capital Market ECM and acquisitions documents Paralegal Litigation Assist in trial preparations by creating trial notebooks of plaintiff and defendant witnesses witness outlines deposition digests pleadings motions orders and potential trial exhibits Digest deposition and hearing transcripts in a computer database Identify and accumulate background information on opposing counsel s witnesses and experts Create manage scan code and edit index of discovery production including correspondence pleadings and bates stamped documents in an electronic computer database Create discovery and privilege logs Assistant Office Manager and Paralegal in the Asbestos Lead Insurance January 1999 to October 2000 Company Name City State New York New York 01 1999 10 2000 Assistant Office Manager and Paralegal in the Asbestos Lead Insurance Paralegal Personal Injury March 1997 to January 1999 Company Name City State Paralegal May 1996 to March 1997 Company Name City State Securities Education License Life Health Insurance 2012 New Jersey State Life New Jersey State Life Health Insurance License 2012 Certification Paralegal Studies Program 1996 Benjamin N Cardozo School of Law City State US ABA approved Certification Paralegal Studies Program General Practice 1996 Bachelor of Arts Sociology Criminal Law 1995 Fairleigh Dickinson University City State US Fairleigh Dickinson University Teaneck New Jersey Bachelor of Arts in Sociology Concentration in Criminal Law 1995 Certifications Project Management Professional ABA PMP Affiliations of the Rewards Recognition Committee Additional Information Manage US and foreign patent prosecutions Handle utility and design patents with 10 or more claims Skills Paralegal Securities E discovery Training Ada Advertising Cases Claims Compensation Correspondence Database Defendant Deposition Eeoc Equal Employment Opportunity Commission Erisa Executive Compensation Flsa Intellectual Property Labor Law Liability Litigation Nasd Patent Patents Plaintiff Project Management Sec Trademark Witness Asbestos Office Manager Aml Brokerage Bsa Business Systems Analysis Capital Markets Data Analytics Fdic Fixed Income Investment Banking Treasury Department Annuities Clients Healthcare Mutual Funds Access Award Excel Lexis Loss Mitigation Microsoft Word Mitigation Outlook Pmp Powerpoint Regulatory Affairs Regulatory Compliance Risk Management Trading Westlaw Word Wordperfect
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CUSTOMER SERVICE REP 1 LEAD QUALITY ASSURANCE COACH ACCOUNT RELATIONSHIP SPECIALIST ONLINE BANKING Summary I am a career oriented individual who wishes to further my knowledge of my company position any cross training possibilities and training to progress in the company I am a hard working ethical leader that leads by example and is never afraid to ask for clarity if I do not fully understand something Dynamic banking professional adept at directing complex projects and leading high performance teams to complete key financial initiatives Talented Sales Associate with successful career history of closing sales increasing customer satisfaction and mentoring junior sales professionals Skilled Sales Associate with 5 year track record of success Maintain professional and calm demeanor under pressure Thrive in high volume environments where knowledge composure and interpersonal abilities are keys to success Accomplishments I was acknowledged after the first 6 months by the Board of Directors as a Pillar of Success for the company in Account Retention and New Account Acquisition During the first 6 months I was shown to compile 50 4 of the work load for the Outbound team of 5 members Experience Customer Service Rep 1 Lead Quality Assurance Coach Account Relationship Specialist Online Banking Rep II June 2010 to Current Company Name I started out as a Customer Service Rep 3 and worked my way to a rep 2 and then a Rep 1 before we changed the Rep system to a 1234 When doing this we answered customer calls in regards to account balances transaction review disputes wire transfers statement request Online banking issues Western Unions ETC I went to a position in QCD for approximately 3 months Where we revamped QA and turned it into QCD Quality Coaching and Development We each had our own teams that were made of multiple Supervisors and their employees Reviewed calls for performance and compliance to procedures Met with each person on my team monthly and reviewed and coached the agents on calls and met with each Supervisor on each of their employees After a short leave of absence I came back and started as a rep 3 and moved to a rep 4 and then to a Lead position Where I had to answer Lead and Supervisor calls as well as manage the floor for my Supervisor I then moved to the Outbound team where I was there in the beginning of the team development This was a Pilot program that exceeded the expectations and was opened as a division after the first 3 months instead of the 6 month allocated for development We started the division and created the procedures as we went along This was a Sales position in which we contacted customers with new accounts to ensure they are welcomed to the family as well as to fulfill their individual financial needs After the first 6 months I was acknowledged by the Board of Directors as a Pillar of Success for the company in Account Retention and New Account Acquisition During the first 6 months I was shown to compile 50 4 of the work load for the Outbound team of 5 members I continued to Lead the team in sales for the first implementation of new hires and stayed a top performer until I left the department I then went to the Online Team as a Rep II I currently provide a first line of support for the Online manager I monitor the floor to maintain order and answer any questions if I am the designated Rep II for the day Run credit cards for account funding assist in account openings if needed communicate effectively with the agents on the floor and any other interdepartmental interactions review and log all mailings outgoing send account denials review and log the incoming documents assist with tasks should they get behind handle and log Supervisor chats assist occasionally in training of employees I have assisted in completing QA for account opening procedures Front Desk Fitness Advisor General Manager Operations Manager Regional Sales Manager January 2007 to June 2010 Company Name I started as a Front desk staff at 6 00 an hr for the first week I was then moved to a Fitness Advisor which is front line sales I worked this job for approximately 2 months before I was promoted to Sales Manager After weekly Sales meeting in which I provided the agenda for approximately 3 months I was then moved to another club and asked to work managing them both Working between 60 and 80 hours a week I worked corporate deals with Armed Forces Bank my current employer KU for student gym access Armed Forces Insurance USD 453 USD 207 Douglas County Municipality Leavenworth Municipality Assisted in training Sales and Operational Staff Created Spreadsheets for scheduling inventory training and corporate meetings Worked in the Circle of Influence to maintain corporate partnerships and well as networking for new corporate partnerships in the community Built client relationships by acting as the liaison between the customer service and sales teams Consistently exceeded monthly sales quotas by more than 25 by pursuing leads and expanding the prospect list Exceeded team sales goals by 25 in generating 168 000 monthly in residual revenue over the course of my 3 years and 6 months Created sales contacts with on and off premise accounts Acquired 7 86 million in sales revenue in 36 months The clubs sold for 27 8 million a piece 3 months after I left with a total of 6 clubs Developed competitive comparison tables of Fitness Memberships Personal Training pricing fees ratings category and product performance to use for account sales calls Oversaw sales forecasting goal setting and performance reporting for all accounts Spearheaded expansion and development initiatives in Leavenworth Lawrence and Topeka locations Led sales forecasting market trend evaluation and segment strategies Presented innovative digital media marketing presentations to executive decision makers December 2002 to December 2006 Company Name I was a basic cannon crew member and moved through the many jobs in thecrew I was the RTO Radio Transmission Operator Gunner Loader and Advance Party I moved through the ranks and reached Sergant in 2 yrs and 3 months I was trained as a Combat Life Saver Eagle First Responder Medical Courses As well as Air Assault Certified I completed one tour of Iraq during Iraqui Freedom in which I turned 18 yrs old in IRAQ Education Certificate Professional Sales 2008 Professional Sales 1 City State Certificate Business Administration 2013 San Joaquin Valley Community College City State Skills Armed Forces Banking Quality Coaching competitive credit Customer Service financial goal setting inventory team development managing market trend marketing meetings networking presentations pricing QA Radio reporting Sales sales forecasting Sales Manager scheduling Spreadsheets Supervisor
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TELLER 3 Core Qualifications Results oriented Client focused Excel in customer service Quick learner Experience TELLER 3 March 2011 to August 2014 Company Name City State Current Delivered prompt accurate and excellent customer service Received regional branch recognition award for outstanding customer service Maintained confidentiality of bank records and client information Supplied tellers with coin and currency as needed Reported daily averages and shortages to the operations department Processed treasury tax and loan payments Entered member transaction data into the online banking software Examined checks for identification and endorsement Researched and resolved customer issues on personal savings checking and lines of credit accounts Adhered to SUNTRUST BANK security and audit procedures Trained employees on cash drawer operation Processed cash withdrawals Balanced daily cash deposits and bank vault inventory with a zero error rate Processed sales referrals and promoted bank services and products resulting in 25 branch sales increase REASON FOR LEAVING Relocating to Harford Co area to TELLER SUPERVISOR May 1998 Company Name City State September 2010 Delivered prompt accurate and excellent customer service Received regional branch recognition award for outstanding customer service Maintained confidentiality of bank records and client information Supplied tellers with coin and currency as needed Reported daily averages and shortages to the operations department Processed treasury tax and loan payments Entered member transaction data into the online banking software Examined checks for identification and endorsement Researched and resolved customer issues on personal savings checking and lines of credit accounts Adhered to ANNAPOLIS BANKING TRUST security and audit procedures Trained employees on cash drawer operation Balanced daily cash deposits and bank vault inventory with a zero error rate Processed sales referrals and promoted bank services and products resulting in 25 branch sales increase REASON FOR LEAVING MEDICAL CONDITION July 1995 1ST NATIONAL BANK OF MD Glen Burnie MD to TELLER October 1997 Delivered prompt accurate and excellent customer service Processed sales referrals and promoted bank services and products resulting in 25 branch sales increase Balanced daily cash deposits and bank vault inventory with a zero error rate Processed cash withdrawals Trained employees on cash drawer operation Adhered to 1ST NATIONAL BANK security and audit procedures Researched and resolved customer issues on personal savings checking and lines of credit accounts Examined checks for identification and endorsement Entered member transaction data into the online banking software Processed treasury tax and loan payments Maintained confidentiality of bank records and client information REASON FOR LEAVING Was looking to advance and no available ways to do so June 1994 Managed kitchen operations for high grossing fast paced fair concession kitchen Trained staff of at least eight employees for correct facility procedures safety codes proper recipes and plating techniques Managed food and produce receiving process with 100 accuracy Greeted customers in the restaurant or drive thru took and rang up orders handled payment and thanked customers Greeted guests and sat them at tables or in waiting areas Informed patrons of establishment specialties and features Inspected dining and serving areas to ensure cleanliness and proper setup Instructed cooks and other workers in the preparation cooking garnishing and presentation of food Conducted daily pre shift and weekly departmental meetings to ensure organizational efficiency Scheduled and directed staff in daily work assignments to maximize productivity Efficiently resolved problems or concerns to the satisfaction of all involved parties Continually monitored restaurant and took appropriate action to ensure food quality and service standards were consistently met Exhibited thorough knowledge of foods beverages supervisory duties service techniques and guest interactions Assigned tasks and oversaw the direction of employees to ensure compliance with food safety procedures and quality control guidelines Developed and maintained exceptional customer service standards Optimized profits by controlling food beverage and labor costs on a daily basis Consistently maintained high levels of cleanliness organization storage and sanitation of food and beverage products to ensure quality Communicated well and used strong interpersonal skills to establish positive relationships with guests and employees Counseled and disciplined staff when necessary REASON FOR LEAVING Was involved in terrible head on car collision Was not able to walk for a year to SHIFT SUPERVISOR November 1991 Company Name City State Education diploma Skills banking strong interpersonal skills cooking credit client excellent customer service customer service direction fast features inventory meetings organizational quality quality control receiving safety sales sat supervisory tables tax treasury
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SENIOR ASSOCIATE Executive Profile Seasoned Financial Markets professional with over 12 years of experience in Global Financial Markets Sales Trading across the Corporate and Institutional space in India Skill Highlights Developing and sustaining strong client relationships Demonstrated ability to deliver solutions to clients based on excellent analytical skills Compatibility for both independent and teamwork Project management Product development Risk management assessor Core Accomplishments Created strategies to develop and expand existing new customer relationships resulting in a 150 increase in annual Global Markets sales revenue Helped grow bank s Global Markets revenue by 200 from 0 5M to 1 5M Acquired 20 new clients in the past year with total trading volume of 10B through professional networking loan reviews and marketing Professional Experience Senior Associate 12 2012 to 06 2016 Company Name City Primary responsibilities included providing Advisory Execution to Corporate Institutional clients across Foreign Exchange Interest Rates Commodities products in line with their Credit Risk profile Reviewed clients accounts and results regularly to determine whether life changes economic developments or financial performance indicated a need for plan revision Analyzed financial information obtained from clients to determine strategies for meeting clients financial risk management objectives Communicated regularly with management regarding portfolio performance and new loan transaction quality Interpreted data on price yield stability future investment risk trends economic influences and other factors affecting investment programs Involvement in product structuring function to offer tailor made products to clients to meet internal regulatory requirements Active involvement in developing and launching of new products to increase and strengthen client engagement Followed Global Service Delivery approach to capitalize on off shore business opportunities with clients having a multi geographical presence Investigated red flags for fraud embezzlement money laundering tax evasion false accounting statements organized crime terrorist financing and insider trading as a part of new client engagement Assisted senior level credit officers with complex loan applications Providing a strong back up to the trading ALM desk and also manage the execution and lay off of risk from the trading book FX Dealer 05 2009 to 12 2012 Company Name City Trading responsibilities included market making proprietary trading in spot USD INR G7 currencies in the inter bank market and also internal sales team Manage the INR risk and liquidity funding book in coordination with the money market desk Monitoring of the Net Open Position NOP and Aggregate Gap Limit AGL limits for the bank Developing the pricing mechanism and actively managing the entire process flow for launch of electronic trading platform Franchise building by regularly interacting with Sales and Clients Participate in various activities to help offshore counterparts to understand and undertake activities in the Indian financial markets Providing inputs to the daily market commentary and other research publications Associate 05 2004 to 03 2009 Company Name City Provide Advisory Execution capabilities to manage Foreign Exchange Interest Rate hedging flows for clients across the Corporate Coverage Group Managing a team of two traders to run the High Frequency trading desk for top tier clients based on Technical Fundamental analysis Generate manage Fx flows by working closely with the trade finance cash management and the Institutional Client group Pricing and execution for currency option structures including vanilla options single multiple barrier options exotic structured options Generated revenues in excess of EUR 4 0 Million for 2008 and over EUR 8 0 Million for 2007 Involved in the set up implementation of a new in house trade capture system for Fx trades Education Post Graduate Diploma in Business Administration Finance Marketing May 2004 S I E S College of Management Studies City State India Post Graduate Diploma in Business Administration with dual specialization in Finance Marketing Bachelor of Commerce Accounting and Finance March 2001 Mumbai University City State India Bachelors in Accounting Finance Economics Post Graduate Diploma Export Import Management December 2001 Indian Merchant Chambers City State India Post Graduate Diploma in Export Import Management Interests Traveling and Photography Skills Proficient with Bloomberg Reuters newswire applications along with MS Office proficiency Additional Information Currently pursuing the Certified Public Accountant CPA program Willing to take any additional certifications as required by the regulatory and the firms guidelines
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VP Career Focus To lead the executive management of a financial institution s lending team To align our lending objectives so we compliment other departmental efforts and achieve the organization s highest goal By uniting culture teamwork training technology policy and support we will uphold tradition minimize risk and provide best in class service while offering products which satisfy the ever changing wants and needs of our retail and business members Accomplishments CERTIFICATIONS Professional Experience 01 2014 to Current Supervisor Consumer Loans IAA Credit Union 215MM asset credit union 01 2011 to 01 2014 VP Small Business Banking Busey Bank 3 9B asset bank 01 2003 to 01 2011 AVP Business Banking Company Name City State Sold clients personal deposit accounts credit cards home equities mutual funds life insurance fixed annuities consumer loans Implemented new needs based cross selling techniques and retention s tr a te gies to significantly grow sales results across our retail team Led Chase Bank by achieving the prominent recognition of being one of the top 350 consumer loan producing bankers in the nation Trained coached implemented and initiated incentives which helped grow the mortgage production level from 8mm r to over Worked alongside area and regional managers in the development and implementation of incentive models that assimilate mortgage and retail bankers to one another Built and executed new customer service initiatives which helped us achieve a 350 top in the country for client retention among mortgage officers v Sold and underwrote Fannie Mae Freddie Mac FHA VA and RHA mortgage loans v Built recommendations and provided small businesses with cash flow modeling and treasury solutions v Created new communication paths across division lines which integrated retail mortgage and small business This was the first time this had been done in our division Its successful effort brought much needed trust between banking segments created deeper client relationships and aligned corporate goals v Managed an annual 260k net revenue producing portfolio approximately 22MM in size v Underwrote and funded many small business loans v Aggressively prospected and fostered new business relationships Focus was on small businesses from 250k sole proprietors to 20MM C corporations 01 2003 to 01 2011 AVP JPMorgan Chase Bank N A 2 35T asset bank Aggressively prospected and fostered new business relationships Focus was on small businesses from 250k sole proprietors to 20MM C corporations Underwrote and funded many small business loans Managed an annual 260k net revenue producing portfolio approximately 22MM in size Created new communication paths across division lines which integrated retail mortgage and small business This was the first time this had been done in our division Its successful effort brought much needed trust between banking segments created deeper client relationships and aligned corporate goals Built recommendations and provided small businesses with cash flow modeling and treasury solutions Sold and underwrote Fannie Mae Freddie Mac FHA VA and RHA mortgage loans Built and executed new customer service initiatives which helped us achieve a 12 ranking in the country for client retention among mortgage officers Worked alongside area and regional managers in the development and implementation of incentive models that assimilate mortgage and retail bankers to one another Trained coached implemented and initiated incentives which helped grow the mortgage production level from 8mm to over 22MM yr Led Chase Bank by achieving the prominent recognition of being one of the top 350 consumer loan producing bankers in the nation Implemented new needs based cross selling techniques and retention strategies to significantly grow sales results across our retail team Sold clients personal deposit accounts credit cards home equities mutual funds life insurance fixed annuities consumer loans Education 2002 BS Chemistry Business and Accounting Eastern Illinois City State Chemistry Business and Accounting Certifications Affluent client certified Consumer loan compliance certified In process CUNA Financial counseling certified FiCEP Operational Excellence yellow belt certified CPR certified Interests 2008 Present United Way Steering Committee Member Sub committee Chair 2016 Present LeRoy Pack 3950 Award Chair 2011 2013 Committee Chair 2014 Present Leadership McLean County LMC Graduate 2011 Mentor 2012 2013 Business Day Chair 2014 Present Project Oz Board Fundraising Chair 2011 2012 Vice President 2013 Present Eastview Christian Church 2008 Present Coached football and basketball 2008 2013 Skills banking C cash flow cash management concept Council counseling CPR certified Credit client clients customer service equities Financial Focus funds Human Resources insurance internal audits internal audit regulatory compliance Mac modeling mortgage loans neXt Pricing producing proposals recruitment Retail selling sales seminars strategy Supervisor Treasury Additional Information VOLUNTEERING 2008 Present United Way Steering Committee Member Sub committee Chair 2016 Present LeRoy Pack 3950 Award Chair 2011 2013 Committee Chair 2014 Present Leadership McLean County LMC Graduate 2011 Mentor 2012 2013 Business Day Chair 2014 Present Project Oz Board Fundraising Chair 2011 2012 Vice President 2013 Present Eastview Christian Church 2008 Present Coached football and basketball 2008 2013
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SOFTWARE ENGINEER Qualifications C 3 0 PL SQL JavaScript HTML 4 CSS 2 Framework NET 3 5 Database SQL Server 2008 Oracle 9i Operating systems Windows 98 XP Windows server 2000 2005 UNIX Tools Services TOAD HP Service Manager WinSCP PuTTY PM Smart vi text editor Visual SourceSafe and BusinessObjects XI 3 1 Universe Designer Desktop Intelligence Central Management Console Domain Banking Work Experience Software Engineer July 2010 to March 2014 Company Name 3 years and 9 months of experience in the development support and enhancement of web and windows applications and in the implementation of cost effective valueadds Designed and developed webbased tools in ASP NET 3 5 using the programming and C PL SQL procedural languages namely and Enhanced EBusiness applications and managed technological issues by analyzing codes and providing customizable solutions using SQL and Business Objects XI 3 1 tools Awarded for outstanding performance and ontime delivery of projects and as a result helped the team achieve 100 customer satisfaction CSAT score 7 7 Theoretical knowledge on the basics of Windows Presentation Foundation Extensible Application Markup Language of NET Framework 3 5 and AngularJS Basic understanding of the strategies involved in moving applications to Cloud in Microsoft s Windows Azure Manager January 2013 to March 2014 Company Name City 1 Statement of Work SOW Tracker Webbased tool developed for use by LBG and partners of LBG e g HCL a The tool lets the user create modify generate Statement of Work SOW online b Project details like team size team structure and work description are also captured separately for use by managers c Report generation functionality is enabled for privileged users accessing the tool 2 Service Level Agreement SLA Tracker Online tool for use by IT vendors and LBG for tracking Service Level Agreement SLA of all projects and generating customized reports a Data captured using this tool can be used by service providers and service users to measure performance of projects b Data are captured for all Service lines Development Testing and Support c Functionalities have been added to the system to integrate it to HP Service Developed the web based tools using C PL SQL HTML AJAX Extensions and CSS in Microsoft Visual Studio IDE and SQL Server Source control maintenance done using source control package called Visual SourceSafe Hosted application in IIS 7 0 of a dedicated machine Technology Languages used ASP NET 3 5 C PL SQL HTML JavaScript CSS Tools used SQL Server 2008 Visual studio IDE Visual SourceSafe July 2010 to December 2012 Company Name City Web application in the EBusiness platform used to diarize appointment details between LBG IT personnel and customers 2 Business Eye Online EBusiness application used in collecting consolidating and reporting LBG sales data 3 TRACX Online EBusiness application used by LBG employees for recording training and competency information undertaken by their colleagues Responsibilities Involved in technical support which included resolving application issues using the helpdesk software Fixed minor backend code issues using SQL in the form of Change Records Assisted in data analysis extraction and archival in Oracle database according to customers needs Monitored Application Servers hosted in Central Management Console of Business Objects Enterprise Produced reports upon adhoc requests and archived data on a scheduled basis using the Business Objects XI3 1 tools namely Desktop Intelligence and Universe Designer Created SQL Server Agent jobs to monitor application s stability on a daily basis Worked on correction of erroneous data feeds using basic UNIX Commands in PuTTY Value addition Altered the table structure of the database of TRACX to match the input data feed format Assisted in the decommission of Business Eye by creating and implementing methods to archive data from its database Technology Languages used ASP NET 2 0 PL SQL HTML Tools used TOAD HP Service Manager WinSCP PuTTY BusinessObjects XI3 1 Universe Designer Desktop Intelligence Central Management Console PM Smart vi text editor Education and Training Degree Bachelor of Engineering College Easwari Engineering College Discipline Electronics Communication Year of Graduation 2010 Training and Certifications Course Period Institution ITIL ASM Basic Oct 2011 RTB Business Academy Windows and Web Application Jan 2010 NIIT Ltd Development using Net Framework Skills NET 3 5 NET ASP NET 3 5 ASP NET 2 0 ASP NET 3 5 AJAX ASM Banking Basic Business Objects c CSS CSS 2 customer satisfaction data analysis Database delivery EBusiness editor Electronics HP HTML 4 HTML IDE IIS 7 0 ITIL JavaScript C C 3 0 Windows windows applications 2000 3 1 Windows 98 Enterprise Oct Operating systems Oracle 9 Oracle database PL SQL personnel programming recording reporting sales Servers Service Level Agreement SLA Visual SourceSafe Visual SourceSafe SQL SQL Server technical support TOAD UNIX vi Microsoft Visual Studio Visual studio Windows server
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SENIOR INVESTMENT BANKING SALES ANALYST Summary To obtain a sales position utilizing my sales leadership consultative and strategic thinking strengths Experience Senior Investment Banking Sales Analyst May 2013 to Current Company Name City State 2014 Quota Attainment 195 Outside sales of Investment Banking solutions including financing mergers and acquisitions Closed over 70 Million in strategic Investment Banking solutions to the renewable energy vertical Strategically partnered with investors developers businesses and municipalities to close and accelerate deals Project managed entire sales cycle from finding and qualifying the opportunity to securing financing and government incentives to reviewing due diligence and closing the deal Collaborate with internal execution team to accelerate sales by working on deal structuring and transaction cost management Investment Banking Sales Analyst February 2012 to May 2013 Company Name City State 2012 Quota Attainment 167 Outside sales of Investment Banking solutions including financing mergers and acquisitions Closed over 40 Million in strategic Investment Banking solutions to the renewable energy vertical Strategically partnered with investors developers businesses and municipalities to close and accelerate deals Project managed entire sales cycle from finding and qualifying the opportunity to securing financing and government incentives to reviewing due diligence and closing the deal Collaborate with internal execution team to accelerate sales by working on deal structuring and transaction cost management Investment Sales Analyst January 2011 to February 2012 Company Name City State 2011 Quota Attainment 240 Responsible for building maintaining and sales related to a 10 Million Managed REIT Hedge Fund Conduct quarterly credit analysis and reviews for company and investors to build successful long term partnerships Created detailed reporting and compliance reporting including financial statements and fund performance Implemented Global Investment Sales and Performance Standards across the firm Registered Investment Representative March 2009 to January 2011 Company Name City State 2010 Quota Attainment 180 Responsible for assisting in sales and research for multiple hedge funds Created weekly portfolio attribution reports based on asset type and REIT operating sector to assist with securing new clients Enforced compliance of internal code of ethics Supported portfolio manager s investment thesis by analyzing and concluding that REIT preferred shares outperformed common shares directly after equity offerings in the beginning of the second quarter 2009 Surveyed over 330 properties and projected revenues for future performance Outside Sales Representative June 2008 to April 2009 Company Name City State Responsible for booking over 100K in revenue Full service tour operator specializing in trips to Mexico as well as College Football game day trips Arranged travel for over 100 clients and successfully negotiated multiple sales and marketing contracts Door Knocked and walked up to people to drive sales Financial Analyst December 2008 to January 2009 Company Name City State Created 3 4 million Real Estate Development proposal for a multi family residential community in San Antonio Created an asset level pro forma and financial model to achieve target IRR s of 18 or better Competed and defended proposal in the National NAHB Competition in Las Vegas Education Bachelor of Science Finance December 2009 Arizona State University W P Carey School of Business City State GPA Magna Cum Laude Dean s List Tempe Diablo s Scholarship recipient Finance Magna Cum Laude Dean s List Tempe Diablo s Scholarship recipient Interests Endowment Fund Chair Outstanding Graduating Senior Raised over 1 500 dollars through fundraising and business sponsorships Participated in numerous community service events like Habitat for Humanity Project Cure and Ronald McDonald House President Barack Obama Scholar s Program Mentor Student mentor to President Obama Scholarship Program recipient Skills acquisitions closing contracts credit analysis clients due diligence equity financing financial financial statements funds government Investment Banking marketing mergers Outside sales proposal Real Estate reporting research Sales San strategic type Additional Information Delta Sigma PI Endowment Fund Chair Outstanding Graduating Senior Raised over 1 500 dollars through fundraising and business sponsorships Participated in numerous community service events like Habitat for Humanity Project Cure and Ronald McDonald House President Barack Obama Scholar s Program Mentor Student mentor to President Obama Scholarship Program recipient
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MARKETING SALES ANALYST Summary A result oriented Marketing Sales Analyst with 10 years of industry experience in the Staffing Internet ecommerce Dotcom Media Publishing domain with expertise in Business process improvement Business Process Flow Documentation Data Analysis Experienced with and proficient in Microsoft Office Excel Word Powerpoint Outlook tools Salesforce Microsoft Dynamics NAV Navision for sales tracking Experience Marketing Sales Analyst 07 2015 to Current Company Name City State A Healthcare referral services company national provider of staffing solutions in behavioral social service education psychiatry mental health and addictions treatment fields Primary duties include Reports and collaborates directly with the President to promote a culture of high performance and continuous growth by supporting all research and evaluation of new products services and proposed logical solutions Manage vendors to maintain and grow strong relationships by overseeing rates pricing contracts and resources Provided corporate executives with data to support new business development Facilitated collection of qualitative and quantitative data to assess current processes benchmark against best practice metrics and quantify improvement opportunities Leveraged requirement gathering skills analytics and general knowledge of business operations to drive project direction Documented and reviewed SOPs work plans and other deliverables to gauge project performance and client satisfaction Created pivot tables used conditional formatting and validation rules to highlight data in Excel Client Sourcing Inside Sales Specialist 03 2014 to 07 2015 Company Name City State Lead Generation New Business Development growth of business agreements for physician recruitment solutions with Hospitals Private Practices and Healthcare Recruitment Firms to assist with physician staffing shortages while negotiating high dollar profitable contracts to place the physicians Career Fair event sales for booth space at the events Primary duties include Managing the entire process from sale to execution employing consultative sales methods to exceed revenue goals and continue to grow client base consistently achieved quota attainment Conduct live product demonstrations presentations via webinar Renew existing business increase spend and create new buyers in existing accounts by cultivating new relationships laterally and above the primary contact Selling consultatively creating client proposals identifying and developing leads setting appointments conducting account research leading sales calls independently and creating relationships that lead to new business for the online Career Center Utilization of Salesforce for all outreach activity Zonal Manager Corporate Sales 08 2007 to 05 2013 Company Name City State Handling Key Customer Identify analyze the client s requirements propose customized solutions Business Development B2B outside inside Sales for naukri com e recruitment solutions with revenue growth of more than 40 for the last consecutive 4 years Selling Referral Tool Assessments tool subject matter by expertrating for HR s of organizations Sales Planning Planning and forecasting sales Pipeline Management Territory Management Product Management Business Analysis Articulate value proposition during the sales process to various technical and non technical audiences and stakeholder groups at all levels from end users to executives Collect document and assess business functional and technical requirements during the sales process and design propose the appropriate solution to meet those requirements and achieve the stated business objectives Branch Management Team Management Handled a team of 20 people Interact with senior management in the client organizations present products services Achieved targets for 15 quarters out of the 5 5 years in naukri com Infoedge India Ltd aggregated revenues of more than 6 Million Won Sales Incentive International Trip Hong Kong Assistant Manager 04 2005 to 08 2007 Company Name City State A Times Group Company Setting up channel business of more than 20 partners for Good Life World A Times of India Channel network to sell Timesjobs com Magicbricks com Simplymarry com Services in South Delhi Gurgaon Region INDIA Business Development Inside Sales Making Presentations Closure Negotiation Follow up Servicing Account Relationship Management growing the product revenue more than 30 through these channel partners via Inside Sales walk in customers Sales Planning Planning and forecasting sales Pipeline Management Promoting launching various brands like Swyamvar Matchmaking events Kiosk etc Assistant Sales Manager 09 2004 to 03 2005 Company Name City State Sourcing of High Value Home Loans from Corporate Clients by direct outside sales Organizing sales Campaigns in different areas of Delhi NCR INDIA Creating new client base for the products through aggressive marketing Coordinating with leasing agents for business generation Education Master of Science 2004 International Business Management Marketing Fore School of Management in collaboration with Nottingham Business School UK State India Bachelor of Science Botany Honors 2003 Kirori Mal College Delhi University State India Chandan Baluja Skills Articulate Business Analysis Business Development Business operations Excel Negotiation Relationship Management Sales Planning
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MORTGAGE BANKING DOCUMENT MORTGAGE BANKING DOC OPS SPECIALIST Summary Ability to organize and multi task in a fast paced environment possess ability to prioritize workload and operate effectively and efficiently with minimal supervision Ability to think analytically and creatively in response to problem Knowledge of commercial loan pricing credit policies procedures practices and documentation Ability and willingness to train and present to small and large audiences of varying sophistication complex concepts in a manner that are easily understood Highlights SAP Lotus Notes Team Leader and Administrative support in communications and training Research Reporting Negotiation Skills Organization and Interpersonal skills team work and dedication Proficient and strong PC skills in scheduling software Windows XP Microsoft Word Excel Access and PowerPoint Excellent interpersonal oral written communication and partnering skills Experience Mortgage Banking Document Mortgage Banking Doc Ops Specialist March 2009 to Current Company Name City State Update procedures as needed and support all team lead functions and reporting Monitor documents daily for mortgage banking customers Preparation of paid mortgage files for updating identified pay off tracking system research websites and internal systems along with performing daily functions displaying professionalism time management skills and organizational skills Create and maintain productivity reports for tracking databases Test new reporting and tracking systems Work closely with department channels management and automation to resolve a multitude of complex issues and provide testing results Monitor reports and queues for Lien Release Customer Care Workbench inbox and the manual add accounts in the payoff tracing system Provide training to peers on new functions and processes Workforce Management Analyst July 2007 to August 2008 Company Name City State Responsible for entering and reporting Customer Care Professional schedule and exception activity Communicated information to the Call Service team in regards to the company s and department news policies procedures and new initiatives Analyzed test results on calls and forecasting for scheduling purposes Partnered with various management teams to share responsibility for meeting service level and response time objectives across all contact channels utilizes scheduling software and tools for managing workforce related tasks and ensuring effective and efficient utilization of such resources Responsible for assisting management with business unit productivity goals by providing accurate forecasting staff calculations staff schedules and management reports Assist management in monitoring adherence staffing activity and updating the system as needed Provided training to peers on new functions and processes Developed and maintained employee work schedules based on capacity requirements for all Sales and Service or Loss Reporting Unit phone and processing staff Produced weekly schedules for 100 Customer Service Representatives based on forecasted volume and workload to ensure adequate staffing levels for phone email and chat contacts Managed call outs paid time off and overtime to hit labor budgets Officer Manager December 2006 to March 2009 Company Name City State Certified trainer on income tax preparation through H R Block Advised employees of updated annual changes received from the IRS Answered customer calls Worked directly with lenders concerning income tax return checks and fees Thoroughly examined and analyzed financial records of individual and businesses and advised the best way to file state and federal taxes Tax preparer when needed Containment Quality Inspector January 1999 to April 2007 Company Name City State Separated non conforming parts to ensure the guidelines for quality guidelines are met In support of and under the direction of quality engineers supervisors or technicians used the proven techniques to evaluate hardware documentation performs laboratory procedures inspected products measures process performance records data and prepares formal reports Produced forward automotive lighting and training to peers on new operation functions Education Bachelors of Business Administration Computer Information Systems Northeast Louisiana University Computer Information Systems Master of Business Administration Human Resource Management University of Phoenix City State Human Resource Management Associate of Applied Science Process Technology Louisiana Delta Community College City State Process Technology Skills Administrative support automation automotive banking budgets interpersonal Interpersonal skills oral hardware Customer Service Customer Care databases direction documentation email financial forecasting laboratory procedures team lead Team Leader lighting Lotus Notes managing Access Excel PowerPoint Windows XP Microsoft Word Negotiation organizational skills PC skills policies processes quality reporting Research Sales SAP scheduling staffing tax taxes Tax preparer tax preparation team work phone time management trainer websites Workbench written communication
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MORTGAGE BANKING FORECLOSURE SPECIALIST Summary Ambitious self motivated professional with a passion for quality work Seeking a baseline opportunity in Underwriting Lending Auditing Quality Assurance or Analyst roles Possess large spectrum of experience in the financial industry I am a fast learner who values my employer Personal characteristics detail oriented thorough computer savvy loyal persistent adaptable eager to learn Accomplishments Sharepoint Early Resolution FHA Connection DOS LPS MSP CREDCO RELS Microsoft Word Outlook Live Meeting Excel Powerpoint SLOAD DAT and various other programs 3 years in Default Servicing 3 years Loss Prevention Loss Mitigation 7 years Mortgage Loan Processing Mortgage Banking 3 years Underwriting Lending 3 years Risk Management Analysis 3 years Compliance Quality Assurance 10 years Loan Operations Operations Experience Experience Mortgage Banking Foreclosure Specialist 01 2014 to Current Company Name City State Foreclosure Department Maintained beneath a 3 error ratio in all searches performed Service member Civil Relief Act SCRA Use of industry mainframes LPS MSP Vendorscape Lenstar ResWare and Lotus to efficiently communicate with internal clients Review of cases and all milestones requested by clients to ensure proper procedures and industry guidelines are used Consumer Underwriter II 10 2011 to 12 2013 Company Name City State Home Preservation Exceeded monthly production goals while adhering to a minimum 5 error ratio Maintained a high level of production and maintained high quality standards Restructured delinquent consumer mortgage loans in accordance with company FHA and industry guidelines using an in house underwriting software Maintained quality control standards while maintaining production standards by company s definition Analyzed applicants financial status credit and property evaluation to determine feasibility of granting loan Performed final approvals and reviews the entire loan file through verifications processes including adherence to multiple investor guidelines Maximized quality by verifying underwriting conditions and approval requirements are met Built knowledge about latest banking products and services through Analyzed customer credit history in order to determine customer willingness to pay and affordability for various payment plan options Provided meticulous attention to detail in underwriting mortgages Evaluated the financial strengths and weaknesses of borrowers to determine risk and repayment capacity in a Loss Prevention environment Conducted peer reviews for fellow teammates offering methodology and logic to income cash flows prior to recommendation for resolution modification Analyzed income documentation consisting of paystubs Profit and Loss statements tax transcripts personal and business Federal and State Tax Returns Rental income S Corps Schedule C 1120S K 1 s personal and business bank statements LES Military paystubs W2 s 1099 s fixed income sources etc Loan Document Specialist II 08 2008 to 01 2010 Company Name City State Mortgage Loan Operations Maintained below a 5 error rating on booking 50 loans daily Booking and review of conventional F H A V A loans Data entry functions including booking and review of recorded security instruments Reviewed documentation for errors omissions of security documents Performed daily maintenance of the loan applicant database Loan Processor 04 2003 to 08 2008 Company Name City State Mortgage Lending Services Corresponded with customers management and title companies to respond to inquiries Interpreted company policies while analyzing the applicant property and documentation to minimize the need for subsequent follow ups with borrowers Verified and validated supporting income asset and liability documentation to ensure validity Clears all Title exceptions and errors Successfully maintained a minimum volume of 30 loan packages daily with no errors Education Associate of Science Business Administration Auburn University at Montgomery City State Skills Loans Mortgage Documentation Lending Liability Loan Processor Mortgage Lending Processor Ups Underwriting Fha Foreclosure Cash Credit File Financial Statements Fixed Income Mortgage Loans Quality Control State Tax Tax Returns Team Lead Banking Loan Data Entry Loan Operations Mortgage Loan Operations Security Cases Clients Mortgage Banking Audits Bankruptcy Fannie Mae Internal Audits Nss Production Environment Sales Solutions Telephone Ambitious Articulate Auditing Closing Credit Analysis Detail oriented Dos Excel Fast Learner Loan Closing Loss Mitigation Loss Prevention Microsoft Sharepoint Mitigation Outlook Pipeline Powerpoint Problem Solver Quality Assurance Reviewing Financial Statements Risk Assessment Risk Management Sharepoint Trading Word Real Estate Real Estate Analysis
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BANKING Summary Hands on client oriented banking professional who implements creative investment strategies and is dedicated to continuous improvement Entry level banking focused on applying excellent research skills and writing ability to a position in business management Enthusiastic business major with excellent communication skills and strong motivation to succeed Highlights Cash handling Financial analysis MS Excel expert Analytical Financial reporting Loan operations Managing multiple priorities Identifying risks Spanish speaking MS Office proficiency Team leadership Excellent communication skills Strong lead development skills Business negotiation Accomplishments Client Interface Collaborated with prospective clients to prepare efficient product marketing strategies and drive business development Experience Company Name City State Banking 11 2016 Opened new customer accounts including checking savings and lines of credit Balanced daily cash deposits and bank vault inventory with a zero error rate Processed cash withdrawals Researched and resolved customer issues on personal savings checking and lines of credit accounts Delivered prompt accurate and excellent customer service Researched banking guidelines and statutory requirements to stay updated on new laws and applications Company Name City State Banking Employee 05 2014 to 08 2015 Opened new customer accounts including checking savings and lines of credit Balanced daily cash deposits and bank vault inventory with a zero error rate Processed cash withdrawals Researched and resolved customer issues on personal savings checking and lines of credit accounts Delivered prompt accurate and excellent customer service Researched banking guidelines and statutory requirements to stay updated on new laws and applications Company Name City State Intern 06 2013 to 09 2013 Managing and editing the companys online area and the educative software Moodle Developing and preparing accounting statistics and Office subject papers Word Excel PowerPoint Company Name City State Banking intern 06 2012 to 09 2012 Opened new customer accounts including checking savings and lines of credit Balanced daily cash deposits and bank vault inventory with a zero error rate Processed cash withdrawals Researched and resolved customer issues on personal savings checking and lines of credit accounts Delivered prompt accurate and excellent customer service Researched banking guidelines and statutory requirements to stay updated on new laws and applications Education Master of Science International Trade 2014 Universidad Carlos III de Madrid City State Spain International Trade Policies international trade laws Bachelor of Science Business Administration and Direction 2013 Universidad Pública de Navarra City State Spain Skills Sales Software Salesforce com TapScan Public Relations Software Bacon s Mediasource Factiva Desktop Publishing Software Photoshop Illustrator HTML
Generate a Resume for a Banking Job
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BANKING Summary High energy Manager successful in building and motivating dynamic teams Cultivates a company culture in which staff members feel comfortable voicing questions and concerns as well as contributing new ideas that drive company growth Supervision and training Client relations specialist Computer savvy Multi tasking savvy Sound judgment Team management Calm under pressure Meticulous attention to detail Experience Banking August 2013 to Current Company Name Store Manager August 2012 to November 2012 Company Name City State Managed a team of 10 I opened a new store location and assisted in recruiting and training new staff Delivered excellent customer service by greeting and assisting each customer Developed the department s first incentive performance plan which motivated my team This resulted in a 23 increase in sales My team surpassed revenue goals in four consecutive quarters Store Manager February 2008 to June 2012 Company Name City State Managed a team of 6 Completed a series of training sessions to advance from Assistant Manager to Store Manager Directed and supervised employees engaged in sales inventory taking and reconciling cash receipts Initiated program that standardized employee training and led to increase in customer satisfaction by 12 Addressed customer inquiries and resolved complaints Education High School Diploma 2010 Federal Way Senior High School State United States Skills Assistant Manager customer satisfaction excellent customer service inventory reconciling recruiting sales employee training
Generate a Resume for a Banking Job
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BANKING OFFICER Professional Summary l An adaptable and responsible IT Savvy seeking an mid level position in the Finance Technology or Fintech market l BA in Economics with a master s degree in Management and my current job as a Banking Officer has provided me with a well rounded background and enabled me to develop an analytical logical approach to tasks software skills and the ability to work under pressure l Talented Director of Finance with one year background in sponsorship fundraising and private event planning Skilled in devising marketing plans to promote venues and events services Proven history of building business through personal and professional networking Skills NMLS 1796859 Business development expertise Project Management Confluence Jira Salesforce SQL Sales professional Financial Analysis Strategic plans Google G Suite Keynote Microsoft Office Technology savvy Accounting Recruitment Banking Sales Budget SQL Business development Strategic Credit Strategic plans Client Website Decision making Articles Documentation Due diligence Finance Financial Financial Analysis Financial statements Mandarin Marketing Sstrategy Marketing Market Marketing collateral Money Microsoft Office Mortgage originator Newsletters POS Presentations Pricing strategy Producer Project Management Public relations Purchasing Real estate Work History Banking Officer 10 2018 to Current Company Name City State Analyzed customer profiles to identify appropriate products and provide value added approaches to client issues Complied with regulatory requirements including the bank Secrecy Act Anti Money Laundering OFAC etc Top 3 Loan Sales producer and Top 1 Mortgage originator in North Denver market Analyzed financial credit and underwrote to determine loan feasibility Developed and maintained strong relationships with local real estate agents and small business owners Supervised Asian Banking Center and directed internal activities including community events and newsletters Director of Finance 05 2019 to Current Company Name City State Assessed budget plans and present costs to forecast trends and recommend changes Executed financial due diligence tasks on daily basis to maintain optimal organization finances Planned and designed product and pricing strategy for membership increasing membership by 200 Directed the Finance Committee and conducted the organization s annual budget and financial strategic plan Formulated prepared and issued financial statements with 10 increased efficiency to ensure timely deliverables Marketing Specialist 08 2017 to 09 2018 Company Name City State Created improved developed marketing strategic plans on the company s website and social media Mentored and guided the executive team during business development decision making to optimize profitability marketing strategy and communications planning Increased credibility and client awareness by developing technical non technical marketing collateral and presentations public relations campaigns articles and newsletters Built 10 strong partnerships with recruitment agencies universities and student associations Retail Store Manager 08 2014 to 07 2015 Company Name City Managed all aspects of store operations including organization maintenance and purchasing functions Kept orderly and accurate accounting records by monitoring sales documentation Improved sales process and track with the implementation of a new point of sale POS system Education Master of Management Business Management 05 2017 Colorado State University City State Bachelor of Arts Applied Economics 05 2013 National University of Kaohsiung Taiwan Work History Banking Officer 10 2018 to Current Company Name City State Analyzed customer profiles to identify appropriate products and provide value added approaches to client issues Complied with regulatory requirements including the bank Secrecy Act Anti Money Laundering OFAC etc Top 3 Loan Sales producer and Top 1 Mortgage originator in North Denver market Analyzed financial credit and underwrote to determine loan feasibility Developed and maintained strong relationships with local real estate agents and small business owners Supervised Asian Banking Center and directed internal activities including community events and newsletters Director of Finance 05 2019 to Current Company Name City State Assessed budget plans and present costs to forecast trends and recommend changes Executed financial due diligence tasks on daily basis to maintain optimal organization finances Planned and designed product and pricing strategy for membership increasing membership by 200 Directed the Finance Committee and conducted the organization s annual budget and financial strategic plan Formulated prepared and issued financial statements with 10 increased efficiency to ensure timely deliverables Marketing Specialist 08 2017 to 09 2018 Company Name City State Created improved developed marketing strategic plans on the company s website and social media Mentored and guided the executive team during business development decision making to optimize profitability marketing strategy and communications planning Increased credibility and client awareness by developing technical non technical marketing collateral and presentations public relations campaigns articles and newsletters Built 10 strong partnerships with recruitment agencies universities and student associations Retail Store Manager 08 2014 to 07 2015 Company Name City Managed all aspects of store operations including organization maintenance and purchasing functions Kept orderly and accurate accounting records by monitoring sales documentation Improved sales process and track with the implementation of a new point of sale POS system Interests COMMUNITY LEADERSHIP AND INVOLVEMENT Asian Pacific Development Center Volunteer 2019 Current Center for Asian Pacific American Women Conference Committee 2019 Languages Bilingual in Mandarin Skills NMLS 1796859 BBusiness development expertise PProject Management CConfluence Jira Salesforce SQL SSales professional FFinancial Analysis SStrategic plans GGoogle G Suite Keynote Microsoft Office TTechnology savvy Accounting Banking budget Business development credit client decision making documentation due diligence Finance financial Financial Analysis financial statements Mandarin marketing Sstrategy marketing market marketing collateral Money Microsoft Office Mortgage originator newsletters POS presentations pricing strategy producer Project Management public relations purchasing real estate recruitment Sales SQL strategic Strategic plans website articles
Generate a Resume for a Banking Job
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ASSOCIATE INVESTMENT BANKING OPERATIONS Highlights Proficient in Microsoft Office Excel PowerPoint Word Access Minitab Maple Lingo and HTML Applications Experience in SAP programs as well as Six Sigma Detail oriented Analytical Troubleshooting and problem solving Superior communication group dynamic time management organizational and leadership skills Experience Associate Investment Banking Operations 07 2013 Company Name City State Intern Syndicated Loan Operations 06 2012 12 2012 Company Name City State Responsible for performing maintenance on over 150 deals with over 1000 loans including processing notices of loan activity managing cash flows and monitoring past dues and exceptions Identified issues and partnered with the agent banks to define the root cause and implement a remediation plan Prepared and distributed weekly status updates to the agent banks for several deals Responsible for monthly checklist process ensuring the integrity of month end data Intern Derivatives Operations 12 2011 05 2012 Company Name City State Responsible for updating and creating backend client contact details database to ensure efficient communication with clients for successful compliance with federal regulations Prepared bi monthly critical executive scorecard reports for senior management to ensure the corporation complied with federal confirmed trade regulations Improved efficiency of reporting through developing system enhancements including macros generating business critical compliance reports for both equity and credit derivatives Education 2013 Bachelor of Science University of Delaware Operations Management City State Minor in Economics GPA 3 978 4 0 Awards Distinctions Distinguished Operations Management Junior Alpha Lambda Delta Honor Society National Society of Collegiate Scholars Dean s List all semesters
Generate a Resume for a Banking Job
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CORPORATE BANKING ASSISTANT INTERN Objective Dynamic and self motivated Financial Data Analyst with diverse expertise in programming mathematics and finance Has extensive experience of assisting in the development and upgrading of database systems and analytical techniques A quick learner who can absorb new ideas and can communicate clearly and effectively Skills Programming Language C C Python MATLAB SQL R LUA VBA Machine Learning Supervised Learning Unsupervised Learning Deep Neural Networks Finance Corporate Banking Financial Forecasting Financial Analysis Language English Chinese Experience Corporate Banking Assistant Intern May 2015 to August 2015 Company Name City State Wrote commercial mortgage recommendation reports for risk management including properties appraisals cash flow analysis asset coverage analysis RAROC analysis and sensitivity analysis Researched U S small medium enterprises using SQL for novel financial products Made recommendation to senior management with the most profitable industry and company size Optimized commercial loan clients information management by developing Updatable Documentation Notification System using VBA and considerably improved efficiency of loan department Office Assisant Intern June 2012 to August 2012 Company Name City State Developed customers feedback system using VBA to optimize working procedures and improved working efficiency for Low Interest Rate Bond Team by 20 Updated standardized procedures by interviewing employees and building statistic model and enhanced productivity of the division Undergraduate Researcher March 2011 to May 2012 Company Name City State Created image classification solutions by differentiating background and size of target objects and improved image processing speed by 30 as well as cut down the research cost Labeled out wild animals s body coordinates on images and assisted in developing supervised machine learning algorithm for Computational and Informatics Tools for Collaborative Wildlife Monitoring Program Assistant Analyst Intern June 2010 to July 2010 Company Name City State Researched China mobile market by gathering annual mobile productivity data from Ministry of Industry and Information Technology of China as well as assisted in edition of industry report based on analysis from JP Morgan and Bloomberg Participated in the financial due diligence of Benshan Media and its subsidiary companies and developed a time saving method for the re organization process to different target companies Education Master of Science Computer Engineering 2016 University of Missouri Columbia City State USA Graduate Research Assistantships GPA 3 46 4 0 Bachelor of Science Finance and Banking 2013 University of Missouri Columbia City State USA Minor in Mathematics Vice President of Chinese Business Student Association
Generate a Resume for a Banking Job
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BUSINESS BANKING SPECIALIST Summary Top performing professional with over 6 years experience in banking and finance Seeking to take the next step in my career as a Regional Banking Branch Manager 2 Prior experience in a role as a business advocate Basic knowledge and understanding of retail and or small business products and strategies Knowledge and understanding of mortgage industry and retail banking operations Experience sourcing small business clientele Ability to provide exceptional customer satisfaction to retain and grow customer banking relationships Skills Microsoft Excel Microsoft Word and Microsoft Outlook Languages Fluent in English and Spanish Reading and Writing Experience 01 2016 to Current Business Banking Specialist Company Name City Effective organizational multi tasking and prioritizing skills Excellent verbal written and interpersonal communication skills Proficient with proactively sourcing acquiring building and maintaining relationships with customers and colleagues High motivation with ability to successfully meet individual and team goals Ability to work independently without supervision Basic Microsoft Office Word Excel and Outlook skills 01 2014 to 01 2016 Personal Banker Company Name City Experience leading or participating in events and activities for local networks or professional organizations such as the chamber of commerce and professional business groups Overseen the branch platform and teller side when management are off by making sure Customer Experience is top of mind at all times Mitigating losses and Risks for the branch Coaching in the moment by conducting bankers and tellers DBE s and providing constructive feedback to my peers Partner with branch manager and service manager to coach and mentor team members Conducting morning huddles and meeting to go over any updates and options on how to improve our customer experience and present the conversation button to customers Covering other branches while management is out of the branch Attending the Business Hubs every Thursdays Responsible for satisfying all customer service needs and to assist them with succeeding financially through quality retail product sales and referrals Performs a wide range of services including exercising excellent customer service in all customer interactions and following up on Teller referrals Primary functions surround proactively servicing mass market customers and referring customers to other areas of the bank for more complex products and services Ability to speak clearly succinctly and accurately using a pleasant tone while using common conversational courtesies Attending the Business hubs every other Thursday with my business partners and fellow team members as part of my Business Advocate role Call my assigned business leads and attend feet on the street every other Thursday to introduce myself to our local businesses Experience interacting positively with difficult or hostile customers Providing Notary Service for our customers and non customers Building long term relationships with our customers and deepens the understanding of our customers financial needs and provides professional suggestions Stay within all store policy and procedure mitigating losses Provide personal financial counseling assist with lending services and build relationships with existing customers to sustain high satisfaction ratings and retention Review and approve checks for cashing and answer questions on accounts loans and statements Assist customers during loan and account application process 01 2013 to 01 2014 Lead Teller Company Name City Manage the Teller s work flow to ensure success with daily cash balancing building great rapport with customers and meeting their referral and sales goals all while maintaining an ethical and positive work environment for all Requires little supervision and juggle a variety of tasks including exercising excellent customer service in all customer interactions and managing and resolving customer conflicts Follow procedures to minimize errors and reduce fraud Provide customers with new products and services to help them succeed financially Create train and coach a successful service and sales team Ensure compliance with audit and operational regulations and guidelines with the bank Support the Service Manager with daily operational tasks Assisting in resolving difficult customer service issues with quick and professional results Education and Training High School Diploma Math University of California Riverside City State United States Skills Customer engagement clerical support and the ability to interact effectively with a diverse group of individuals at various ages Excel at interfacing with others at all levels to ensure organizational goals are attained Proactive approach to build long lasting customer relationships and expanding my client portfolios Possess excellent interpersonal analytical and organizational skills Excel within a highly competitive environment through effectively managing training and motivating a diverse team Excellent working knowledge using both IBM and MAC systems Microsoft Excel Microsoft Word and Microsoft Outlook Fluent in English and Spanish Reading and WritingBeing recognize from Merchant manager Retail Small Business Credit Consultant and Payroll Partner numerous times Being nominated for Searching for Stars and attending the dinner ceremony Notary Public Activities and Honors Honor Society
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ASSISTANT BANKING CENTER MANAGER Accomplishments Outstanding Bank Manager Experience Company Name January 2011 to October 2014 Assistant Banking Center Manager Oversaw a team of five bankers that executed all sales activities established and achieved sales goals through effective sales management techniques Recruited trained and mentored staff on client profiling conducting sales meetings and closing deals Exceeded goals and expectations conducted skills assessment performance management development feedback and coaching of employees and sales force Utilized consultative sales approach to define customer goals and develop solutions that cultivated strong relationships with customers Managed of day to day branch operations including problem resolution customer service sales and over seeing the banking center team Responsible for maintaining all compliance and operation issues and audits of the branch specific to applicable federal state local laws and regulations as well as Comerica policies and procedures Ensured reconcilements and balanced items are resolved on a timely basis proof corrections NSF and return items Reg D Reg CC large item review teller balancing monitoring and correction Oversaw the servicing of customer accounts and ensured changes were handled in a timely manner including research requests and or additional information as requested Researched wrote and reviewed operating procedures to keep branches and deposit operations up to date on policies and procedures Assigned to additional branches to oversee the overall operational performance and to train managers and employees to set standards and perform procedural activities per Comerica standards Assisted Regional Operations Manager with support on special projects including currency reporting company wide and Process and Procedure Manual for new assistant managers and other employees Provided training and education to all staff members regarding fraud operational risk robbery privacy information protection cash control and negotiable items and all other operational tasks Sourced and fund business loans and mortgage products and developed team members lending knowledge on various products and solutions Company Name March 2008 to March 2010 Wells Fargo Company Licensed Financial Specialist Top Sales Producer December 2009 Top Small Business Accounts Opened May 2009 Exceeded monthly production goals of 1 000 000 in demand deposits 100 000 investment referrals and 150 000 credit lines opened and maintained demand deposit and time accounts sold insurance products and fixed annuities Initiated structured and closed mortgage loans and business lines of credit referred customers for brokerage services and other cross functional opportunities Initiated team efforts with the staff to achieve sales goals operational excellence and issues during sales meetings and or while assisting customers Company Name November 2006 to September 2007 Accredited Home Lenders Field Account Executive Solicited brokers to acquire subprime loan packages for funding and establish wholesale mortgage market share for the company Surpassed market share objectives with loan volumes of over 6 000 000 per month exceeding company profit goals for account executives Company Name July 2000 to October 2006 Senior Loan Officer Windsor Capital individual Top Producer of the Month July 2005 Windsor Capital Platinum Club 2004 and 2005 Gold Club 8 x s between 2003 2005 Silver Club 8x s between 2003 and 2005 Windsor Capital Branch Top Producer 2003 2004 and 2005 Hired managed and trained new loan officers for mortgage production and sales Funded over 100 000 000 in mortgage loans for single and multi family properties Partnered with title companies real estate agents contractors and escrow officers to solicit new clients and generate mortgage loans Education University of Michigan College of Engineering BS Electrical and Computer Engineering Education Licenses University of Michigan College of Engineering BS Electrical and Computer Engineering University California 2015 Certificate Project Management City State US University California Irvine Certificate in Project Management 2015 Microsoft Project Excel and Word proficient Certifications Wachovia Bank N A a Wells Fargo Company Licensed Financial Specialist March 2008 March 2010 University California Irvine Certificate in Project Management Professional Affiliations Windsor Capital individual Top Producer of the Month Windsor Capital Platinum Club and 2005 Gold Club 8 x s between 2003 2005 Silver Club 8x s between 2003 and 2005 Windsor Capital Branch Top Producer 2003 and 2005 Presentations Product Presentations Skills Loans Mortgage Sales And Sales Mortgage Loans Clients Escrow Multi family Real Estate Sales Goals Sales Meetings Accounts And All Sales Audits Basis Cash Closing Coaching Consultative Sales Customer Accounts Customer Service Effective Sales Lending Operations Operations Manager Performance Management Problem Resolution Receptionist Reconcilements Retail Sales Sales Activities Sales Force Sales Management Securities Solutions Training Annuities Brokerage Credit Top Sales Account Executive Field Account Market Share Subprime Excel Microsoft Project Project Management Word
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MORTGAGE BANKING RESEARCH SPECIALIST Summary My goal is to obtain a career associated with a company where I can utilize my skills and gain further experience while enhancing the company s brand and reputation Highlights 5 years of Leadership as a Supervisor Manager Customer Escalation Management Executive Office Complaint Handling Resolution Project Management Facilities Management 10 years of Call Center Environment Mortgage Default Originations Loss Mitigation Non IS Auditing Escalation Resolution Auditing Compliance Regulatory Quality and Control Accomplishments I created the EMS Audit Training Guide which is used to trained new Auditors and used as a refresher for existing Auditors I assisted in the Implementation of the QC review process for the EMS EO Analyst QC submissions and the Compliance review stage for Customer Direct written complaint responses I have maintained a rating of Exceeds in all monthly and annually departmental goals and measurements Experience 02 2010 to Current Mortgage Banking Research Specialist Company Name City State Previous Positions Held Collector III Shortsale Solicitor Loss Mitigation Rep Customer Assistance Escalations Specialist CART Audit Group Sr Lead Operations Specialist I currently provide feedback guidance and direction to 30 agents in Texas and Arizona offices on a daily basis I review and research Executive Office complaint responses for compliance and regulatory checks I identify and work with internal and external LOB partners to obtain thorough resolutions to Executive Office complaints and inquiries I created the EMS EO Quality Control process by which was put in place to ensure EMS EO continue to get the expected results of resolving the customer s issue providing a great customer experience and control service level aging I mitigate various lines of business rejects by calibrating with other internal partners regarding complaints researched by the EMS dept I managed the EMS QC Sharepoint site that currently house all QC pass and fail decisions I Audit Escalation Management Department closed Infosource cases for accuracy coaching opportunities and identifying departmental trends 06 2005 to 12 2009 Sr Loss Prevention Lead Company Name City State Advanced to increasingly responsible positions culminating in a management assistance role with oversight for a 12 member team Trained assisted employees with daily responsibilities and monthly production goals Handled supervisor talk offs and monitor calls for quality assurance Maintained high ratings in all monthly and annually departmental goals and measurements I analyzed and team and department reports to develop ideas for production and quality enhancement 01 2001 to 06 2005 Loss Prevention Supervisor Floater Company Name City State Led a team of 12 Loss Prevention Representatives with a portfolio of 100 to 160 accounts each and days of delinquency ranging from 60 150 days I analyzed team and department reports to develop ideas for production and quality enhancement Handled supervisor talk offs and monitor calls for quality assurance Effectively trained and coached new hires in the department to excel in their current position Commuted between Ford Motor Credit and Volvo Finance offices to assist in special projects as assigned Identified and performed coaching opportunities action plans side by side evaluations recommendations for recognition and terminations 05 1998 to 12 2000 Assistant Facilities Manager Company Name City State I managed and organized maintenance employees and contractors on the premises daily to meet the goals of the business I implemented employee schedules and organized shifts according to business needs I was responsible for complying with all local and state safety requirements for the buildings 3 including employee training facility inspections cleaning support services and security of the premises I managed projects including facilitating departmental moves from beginning to the end This included working with internal departments and external vendors and contractors to complete the project Education current Bachelor s Degree Business Administration Finance Ashworth College City State Business Administration Finance Skills Thorough and comprehensive knowledge of policies and procedures Bankruptcy FDCPA FCRA SSA Fannie Mae Freddie Mac USDA guidelines DWS MSP Lenderlive LPS BART Infosource Agent Desktop Early Resolution TAS Fortracs Ivault CMS VLS ICAT CAT CCW SPO Tool Vendorscape Control Link expert user of MS Word MS Excel Powerpoint and Oracle applications I have skills in escalation complaint handling and audit processes in modification shortsale collections recovery bankruptcy escrow property preservation REO and the Executive Office I possess strong leadership analytical critical logical thinking problem solving organizational and negotiation skills effective written and verbal communication presentation skills team player goal driven and results oriented
Generate a Resume for a Banking Job
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MORTGAGE BANKING UNDERWRITER II Experience Mortgage Banking Underwriter II 04 2017 to Current Company Name City State Analyze loan documentation to determine debt to income ratios verification of assets and credit risk for applicants seeking to obtain a mortgage Determined qualifying income from tax returns of self employed borrowers that consist of Sole Proprietors Partnerships and S Corps Underwrite and apply needed conditions for mortgage applications to ensure customer meets product specifications and guidelines Review loan documentation for accuracy completeness and compliance to Desktop Underwriter DU and Loan Prospector LP findings Obtained and completed mandated training for 750 000 lending authority Senior Remote Underwriter 11 2016 to 03 2017 Company Name City State Analyzed credit risk and financial strength of borrowers to determine credit worthiness and repayment capacity Presented written and verbal loan decisions detailing the results of risk analysis that support recommendation to approve suspend or deny request for mortgage insurance Underwrote conventional conforming and non conforming loans Proposed counter offers for analysis that did not meet Arch MI or investor guidelines Increased underwriting loan level authority from 417 000 to 750 000 Remote Underwriter 12 2012 to 10 2016 Company Name City State Analyzed income credit and collateral documentation making quality risk decisions that comply with Arch MI s Guidelines and Exception Matrix for Mortgage Insurance applicants Exceeded productivity standards completing 4 5 files per day while increasing loan level from 200 00 to 417 000 Assisted sales team in answering inbound scenario questions relating to credit risk and collateral requirements Responsible for underwriting Fannie Mae and Freddie Mac loans Senior Underwriting Support Specialist 06 2007 to 11 2012 Company Name City State Performed monthly audits for the Home Affordable Refinance Program application and Delegated Mortgage Insurance account submissions completed by level 1 and level 2 support staff Trained new employees in the on boarding process for remote underwriting Developed best practice guidelines as new employees were integrated into CMG s imaging system Developed procedures to process the Home Affordable Refinance Program Recipient of the PMI Mortgage Insurance Diamond award for outstanding and stellar work performance Performed data entry for master policy requests and billed contract underwriting submissions Performed administrative duties for management team Underwriting Support Specialist II 01 2005 to 05 2007 Company Name City State Managed Underwriting Operations workflow to ensure underwriting turn times were met and files were distributed to underwriting pipeline Registered and prepared incoming files for underwriting Responsible for Operating switchboard that consisted of 50 working extension in a call center environment Collaborated with the IT department to ensure computer systems and software issues were resolved in a timely manner Prepared pre approval of clients and requests for credit reports Underwriting Assistant 06 2001 to 12 2004 Company Name City State Performed data entry for delegated Mortgage Insurance requests that require company accuracy rating of at least 95 to 100 Correspond to customer inquiries regarding status requests and underwriting decision Purchased and managed office supplies operating as inventory clerk and shipping clerk Managed shipping process and shipping logs for off site file retention Work History Mortgage Banking Underwriter II 04 2017 to Current Company Name City State Analyze loan documentation to determine debt to income ratios verification of assets and credit risk for applicants seeking to obtain a mortgage Determined qualifying income from tax returns of self employed borrowers that consist of Sole Proprietors Partnerships and S Corps Underwrite and apply needed conditions for mortgage applications to ensure customer meets product specifications and guidelines Review loan documentation for accuracy completeness and compliance to Desktop Underwriter DU and Loan Prospector LP findings Obtained and completed mandated training for 750 000 lending authority Senior Remote Underwriter 11 2016 to 03 2017 Company Name City State Analyzed credit risk and financial strength of borrowers to determine credit worthiness and repayment capacity Presented written and verbal loan decisions detailing the results of risk analysis that support recommendation to approve suspend or deny request for mortgage insurance Underwrote conventional conforming and non conforming loans Proposed counter offers for analysis that did not meet Arch MI or investor guidelines Increased underwriting loan level authority from 417 000 to 750 000 Remote Underwriter 12 2012 to 10 2016 Company Name City State Analyzed income credit and collateral documentation making quality risk decisions that comply with Arch MI s Guidelines and Exception Matrix for Mortgage Insurance applicants Exceeded productivity standards completing 4 5 files per day while increasing loan level from 200 00 to 417 000 Assisted sales team in answering inbound scenario questions relating to credit risk and collateral requirements Responsible for underwriting Fannie Mae and Freddie Mac loans Senior Underwriting Support Specialist 06 2007 to 11 2012 Company Name City State Performed monthly audits for the Home Affordable Refinance Program application and Delegated Mortgage Insurance account submissions completed by level 1 and level 2 support staff Trained new employees in the on boarding process for remote underwriting Developed best practice guidelines as new employees were integrated into CMG s imaging system Developed procedures to process the Home Affordable Refinance Program Recipient of the PMI Mortgage Insurance Diamond award for outstanding and stellar work performance Performed data entry for master policy requests and billed contract underwriting submissions Performed administrative duties for management team Underwriting Support Specialist II 01 2005 to 05 2007 Company Name City State Managed Underwriting Operations workflow to ensure underwriting turn times were met and files were distributed to underwriting pipeline Registered and prepared incoming files for underwriting Responsible for Operating switchboard that consisted of 50 working extension in a call center environment Collaborated with the IT department to ensure computer systems and software issues were resolved in a timely manner Prepared pre approval of clients and requests for credit reports Underwriting Assistant 06 2001 to 12 2004 Company Name City State Performed data entry for delegated Mortgage Insurance requests that require company accuracy rating of at least 95 to 100 Correspond to customer inquiries regarding status requests and underwriting decision Purchased and managed office supplies operating as inventory clerk and shipping clerk Managed shipping process and shipping logs for off site file retention Education High School Diploma Accounting and Bookkeeping 06 2000 George Westinghouse Career Academy City State Participant in the Retail and Education Alliance for the Development of Youth R E A D Y Program Summary Mortgage Underwriter with 17 years of work experience who adapts to change Self motivated with exceptional customer service skills and a determined work ethic Excels in problem solving results driven customer service great verbal and written communication Core competencies includes Risk Analysis Credit Evaluations Financial Reporting Data Entry 10 Key Data Entry Billing and Administrative support Highlights Administrative duties Call center Credit Credit Rrisk Credit risk Clients Data entry Documentation Financial Imaging Insurance Inventory Loan documentation Mac Office Quality Retail Risk analysis Sales Shipping Switchboard Tax returns Underwriter Underwriting Workflow Written Skills Administrative duties call center credit credit Rrisk credit risk clients data entry documentation financial imaging Insurance inventory loan documentation Mac office quality Retail risk analysis sales shipping switchboard tax returns Underwriter Underwriting workflow written
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INVESTMENT BANKING SUMMER ANALYST Summary of Skills Microsoft Office public speaking proficient in Spanish Professional Experience 07 2015 Investment Banking Summer Analyst Company Name State Built discounted cash flow and leveraged buyout financial models to obtain implied valuations of TMT companies Presented a case study on Evertec a payments processing company including potential M A opportunities to senior members of TMT group Select Transaction Experience Sale of Ascensus Inc to Genstar Capital and Aquiline Capital Partners Aided in creation of Investor Presentation materials and due diligence Potential sale of large media company to sponsors groups for 3 billion Assisted in financial modeling for levered transaction Prepared comparable company analysis examining precedent transactions and similar opportunities Potential global expansion of private U S based sports entertainment company Created pitch presentation for client meetings Compiled extensive market research and provided broad analysis on emerging trends in global sports and media industries 07 2014 Intern Company Name State Evaluated prospective equity investments for the team Analyzed potential asset allocation scenarios for high net worth clients 07 2013 Intern Company Name State Generated leads of potential high net worth clients on both a corporate and private level Aided in evaluating financial reports and constructing portfolio changes Education May 2016 Financial Accounting Microeconomics Macroeconomics Inside Hedge Funds Urban Economics Multivariable Calculus Creative Entrepreneurship Psychology Economics Markets and Management Duke University City State Psychology Economics Markets and Management Graduated Cum Laude 3 8 Dean s List Spring 2013 Fall 2013 Spring 2015 Fall 2015 Spring 2016 GMAT Score 740 Fall 2014 Universitat Autónoma de Barcelona City Spain Strategic Behavior in Business Cross Cultural Management Business Ethics Intercultural Interactions June 2012 Rye Country Day School State 4 35 SAT Math 800 Critical Reading 720 Writing 730 Interests Sigma Nu Fraternity Philanthropy Chair and Inaugural Honor Board Member 2013 2016 Oversaw over 1 000 total service hours volunteering and over 5 500 donated to local charities Spearheaded inaugural Cameron Classic Tournament cultivating long term relationships with Duke University Hospital and The Monday Life Implemented internal accountability mechanism into chapter operations Face Your Challenges President 2012 2016 Encouraged college students to speak openly and fostered positive mental health Organized fundraising events and mental health workshops Raised over 2 000 to organizations combating depression Autism Speaks Volunteer 2006 Present Assisted autistic children to better communication skills and functional independence Team leader for annual NY Presbyterian Autism Walk Skills Calculus cash flow client clients due diligence Economics equity financial Financial Accounting financial modeling financial reports Funds investments market research materials Math meetings Microsoft Office public speaking Reading SAT proficient in Spanish Strategic Additional Information LEADERSHIP AND EXTRACURRICULAR ACTIVITIES Sigma Nu Fraternity Philanthropy Chair and Inaugural Honor Board Member 2013 2016 Oversaw over 1 000 total service hours volunteering and over 5 500 donated to local charities Spearheaded inaugural Cameron Classic Tournament cultivating long term relationships with Duke University Hospital and The Monday Life Implemented internal accountability mechanism into chapter operations Face Your Challenges President 2012 2016 Encouraged college students to speak openly and fostered positive mental health Organized fundraising events and mental health workshops Raised over 2 000 to organizations combating depression Autism Speaks Volunteer 2006 Present Assisted autistic children to better communication skills and functional independence Team leader for annual NY Presbyterian Autism Walk Interests NFL Draft Golf Airbnb and reading on a broad variety of topics
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BANKING CENTER MANAGER Summary Professional Manager skilled at informing clients about products and services and recommending the best options to meet their needs Excellent interpersonal skills Versatile Sales Professional with background in banking and finance Consistently meets bank and customer service standards Results oriented professional with over 7 years in sales and branch management Highly detail oriented professional successful at meeting and exceeding branch goals Expertise in customer service relations and sales management Seeking a fulfilling position that offers growth opportunities and allows me to utilize my leadership skills and experience Highlights Exceptional customer service Sales expertise Reliable Excellent communication skills Strong work ethic Friendly Energetic Approachable Flexible Team player Organized Accomplishments Consistently achieved a quarterly goals Consistently helped associates development for new roles promotions Selected to Market leadership team for Financial Center Managers Experience Banking Center Manager August 2012 to Current Company Name City State Banking Center Manager is responsible for managing a consumer banking center BCM is responsible for leading managing and coaching a team of sales and service professionals to meet and exceed sales targets ensure the operational excellence of the banking center and create an excellent customer experience BCM acts as general manager and is responsible for executing the One Team model by ensuring collaboration between banking center teammates and on site specialists BCM demonstrates key behaviors to drive banking center success BCM ensures customer s needs are met by executing lobby leadership Observe banking center team in action through the eyes of the customer Supervise and coach teams on proper execution of key banking center plays Communicate with Consumer Market Managers conduct performance assessments and update staff on business developments Manage all aspects of a successful business including resource management operational excellence managing partnerships associate development and proficiency building and retaining customer relationships Proactively identify and manage risk in every business product and service transaction leveraging the risk framework Create workforce stability by cultivating an engaged and well coached team Personal Banker January 2010 to August 2012 Company Name City State Personal Bankers PBs are responsible for offering and selling financial products and services i e Credit Cards CDs Loans to both consumer and small business customers Routinely work with customers and small business clients to build and deepen relationships by uncovering financial needs and recommending the best products services and solutions to meet those needs Ensure the customer s needs are met by partnering with the appropriate specialist and or teammate to serve the customer s banking small business mortgage and investment needs PB helps to create an excellent customer experience Proactively manage risk in every business product and service transaction leveraging the Risk Framework Sales and Service Specialist August 2007 to February 2010 Company Name City State Provides customer solutions to moderately complex or escalated issues by providing seamless delivery of service sales and or fulfillment requests by answering calls text messages or emails in a contact center environment Requires knowledge of multiple products and ability to deepen or retain relationships through service and sales May perform routine account related transactions Involves referring customers to the appropriate line of business for products not supported May be required to solve problems and investigate resolve a wide variety of issues and requests that include gathering additional information setting expectations and working with other support organizations to fulfill the request May handle escalated issues by successfully navigating the organization to resolve customer requests Routes maintains and tracks outstanding servicing requests and provides thorough follow up Education Bachelor of Arts Corporate Fitness 2005 Minot State City State Minor in Business Management Associates Business Admin 1999 Frank Phillips College City State Business Admin Skills banking coach coaching Credit clients delivery financial general manager leadership managing Market selling sales
Generate a Resume for a Banking Job
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SR MORTGAGE BANKING EXECUTIVE Executive Profile Highly qualified and accomplished financial professional offering 10 years of experience in leadership and direction in the financial services and financial products industries Robust background with loan Funding servicing asset management and loss mitigation strategies Excel in professional staff training development mentoring and production Goal focused Mortgage Executive with commitment to bottomline success through effective sales development brand awareness and client satisfaction Professional Experience Sr Mortgage Banking Executive Jan 2013 to Current Company Name City State Identified prospects and solicited business referrals by contacting realtors attorneys and financial professionals in an assigned territory Drove company expansion from 12 member mortgage brokerage with one office to three and established new branch in Las Vegas NV Led teams to excel in highstakes environment while encouraging professional development and independent decision making Obtained and maintained information about available loan products processing procedures underwriting guidelines and general departmental directives Assisted with collection of loanapplication related documents and delivery of loan package on a timely basis Promoted from Sr Loan Officer to Executive Team Leader within six months of employment Awarded most revenue per loan award averaging over 6 00 00 in Net Revenue per funded loan Awarded highest average loan amount for 201 Averaged 10 fundings per month and responsible for over 600 000 in Revenue to the company for 201 Created and Launched The Fraiman Group inside of Global Equity Finance along with effective marketing for my team Sr Mortgage Banker Financial Advisor Dec 2011 to Jan 2013 Company Name State Designed financial plans for over 100 high net worth individuals and business owners including mortgages insurance retirement Managed a team of ten Senior Loan Consultants forging new client relationships and servicing existing ones while maintaining large client base 25 million in new loan production 84 total new loans in 2012 50 increase from 2011 Increased loan production as a team manager including 30 increase in loan production for entire team Sr Investment Advisor Jan 2007 to Dec 2011 Company Name City State Demonstrated record of success in Capital Raising via Private Placement for Preferred and Common stock offering to accredited investors through my own prospecting Successfully introduced over 3 000 000 million dollars in one year for an early stage startup company for acquisition purposes as well as opened two satellite offices in Texas and Ohio Responsible for managing over 20 000 000 million in AUM and the succession of several RIA firms throughout the United States under our platform as well as Fixed Income Investments Financial Advisor Jan 2007 to Jan 2008 Company Name Responsible for helping individuals and business owners design and implement an appropriate investment strategy based on their specific personal financial goals and circumstances Rendered exceptionally high quality service to clients in the area of estate planning for high net worth individuals using appropriate life insurance policies Implemented many of my own insurance and securities marketing campaigns Responsible for establishing new client accounts Analyzing client s current and future financial needs Education Bachelor of Arts English Literature 2004 University of Massachusetts City State English Literature High School Diploma 1998 Homer High School City State Professional Affiliations Member Mortgage Bankers Association Member National Association of Mortgage Brokers NAMB Member MBA s National Technology in Mortgage Banking Conference Member of University of Massachusetts Alumni Association Additional Information ACCOMPLISHMENTS Promoted from Sr Loan Officer to Executive Team Leader within six months of employment Awarded most revenue per loan averaging over 6 300 in revenue per funded loan President s Club Achievement CERTIFICATIONS NMLS ID 528972 California DOC Mortgage Loan Originator License Minnesota Mortgage Loan Originator License Nevada Mortgage Loan Originator License New Mexico Mortgage Loan Originator License Oregon Mortgage Loan Originator License Washington Mortgage Loan Originator License Skills client clients decision making delivery Equity Finance financial Fixed Income insurance Investments Team Leader managing marketing excel office policies quality securities strategy
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BUSINESS BANKING SPECIALIST Summary Over 9 years experience supervising cross functional sales teams complex employee training strategic account management executive level collaboration and creating customer centric programs Facilitating Training trained 600 employees quarterly and annually on sales and conflict management Project Management directed all sales operations training and marketing for over 100 events per year Business Sales exceeded 794 of business sales goals closing 1 2 Million in product sales and surpassed 400 of annual sales goals due to innovative customer engagement in less than 35 days Tech Startups 8 years consulting and managing tech startup businesses converting client liabilities into assets and designing customer centric engagement programs while facilitating employee engagement Professional Development tactical approach to innovative teambuilding in depth understanding of cultivating long term business partnerships and motivational speaking Core Qualifications Empowering Motivational Public Speaker Microsoft Suite Proficient Outlook Excel Publisher Power Point Word etc Google Suite Analytics Docs Calendar Gmail etc Deploying Executing Scalable Training Programs Strategic Client Facing Engagement Dynamic Sales Presenter High Energy Facilitator Complex Account Management Multi Project Management in fast paced environments Innovative Professional Development Collaborative Team Leader Professional Experience Business Banking Specialist June 2014 to Current Company Name City State Exceeded 794 of quarterly business sales goals 1 2 Million in products and 40 000 per day in proxy in 35 days Facilitate international business presentations on merchant services payroll services and tech products daily Deploy original sales training programs that identify KPI s and marketing trends to junior and senior executives Train diverse business sales channels with adaptable facilitation styles and charismatic energy for high impact Coach employees quarterly on cross selling business products sales strategies and cross customer engagement Manage and develop budget reconciliations for diverse startups to exceed business revenue goals with low budgets Personal Banker July 2013 to June 2014 Company Name City State Cultivate long term business partnerships while upholding banking policies and providing elite customer service to senior level executives worldwide Manage high value client accounts efficiently resolve high complexity issues and analytical problem solving Extensive regional global coordination for international clients in collaboration with diverse executive level teams Closed 500K of business loans automobile loans lines of credit and insurance products per quarter Execute and design customer centric engagement metrics to assess daily weekly and monthly impact Office Marketing Manager June 2013 to Current Company Name City State Supervise all sales team training programs new hire orientations onboarding training classes staffing and payroll Design customer centric training curriculums career development programs and direct marketing strategies Direct multi level events and developmental training not limited to customer service training business sales event planning conflict management KPI s trends and promotional media events Executed measurable social media outreach and networking events that exceeded 20 of sales targets Residential Communities Coordinator January 2011 to June 2013 Company Name City State Directed all sales training customer service and marketing for 100 events per year accessible to 76 000 students Facilitated and designed scalable programs to train 600 employees annually on sales conflict management customer service crisis response business development and cultural competency Supervised evaluated and extensively coached 13 cross functional employees who served as residential programmers community leaders and engagement specialists in fast paced environments Managed four high rise properties and residential teams overseeing 1 500 occupants including supervision of emergency response staff budget reconciliations project management and payroll Assistant Community Director July 2010 to January 2011 Company Name City State Supervised 50 cross functional employees while overseeing 1 800 residents in 7 high rise residential properties Managed all employee training programs and curriculum content for emergency response staff and residential teams in adherence with federal state laws university HR rules and hospitality regulations Exceeded performance expectations with increased responsibilities resulting in promotion within 6 months Assistant Hall Director July 2008 to May 2010 Company Name City State Directly supervised 12 resident advisors 34 desk staff and 20 community volunteers in fast paced environments Trained and instructed 150 employees on sales customer service project management conflict management human resource services intercultural competency and security procedures Oversaw two large high rise properties over 1 500 residents 2 front offices facility budgets and payroll Executed strategic recruitment campaigns and facilitated the interview selection process of 40 employees Awarded Program of the Year for directing the Dance for Haiti benefit concert fundraising 20 000 Public Relations Specialist August 2006 to May 2007 Company Name City State Supervised all cross customer engagement curriculums for the Palouse Food Project and oversaw all marketing outreach employee training programs interns and volunteers Directed and executed radio commercials and advertisements specific to community development health education and hunger related issues Tutored children with autism who required an innovative approach to assess each student s individual academic needs using patience sensitivity compassion and performance art Assistant Warehouse Manager May 2005 to July 2006 Company Name City State Managed warehouse recruitment interviews schedules customer satisfactions surveys and employee recognition efforts Trained and instructed new sales associates and employees on diverse customer service etiquette which increased store revenue by 30 Oversaw inventory and shipments to provide consistent warehouse organization that enhanced duties and responsibilities of sales associates Education and Training Bachelor of Liberal Arts Sociology Dance Washington State University Social Sciences Wells Fargo Bank N A City State Business Personal Banker Academy Entrepreneurship in Business S A F E Registered Financial Banker Sociology Dance Skills academic Account Management advertisements approach art banking budgets budget business development Coach conflict management content credit Client clients customer service customer service training direct marketing directing event planning fast Financial functional fundraising human resource HR insurance international business inventory Team Leader marketing Excel Microsoft Suite Outlook Power Point Publisher Word networking payroll policies Presenter presentations problem solving Project Management promotion proxy Public Speaker radio recruitment selling Sales sales training staffing Strategic supervision employee training Training Programs
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MORTGAGE BANKING EXECUTIVE ANALYST Summary Focused Operations Manager successful in contract negotiation and process improvement Remains calm and poised even in high pressure situations Leverages in depth knowledge of industry trends and shifts to offer valuable insights on opportunities for new growth and expansion Highlights Change management Policy program development Cross functional team management Staff training Supervision and training Skilled negotiator Sound judgment Computer savvy Calm under pressure Complex problem solving Operations management Accomplishments Business Development Successfully grew business by action Project Management Initiated project which resulted in positive outcome People Management Describe accomplishment 1 Describe accomplishment 2 Financial Management Describe accomplishment 1 Describe accomplishment 2 Research Conducted research which led to the development of program Leadership Served as key contributing member to Leadership team Experience Company Name January 2009 to Current Mortgage Banking Executive Analyst City State Responsible for escalated issues and problem solving providing support by answering inquiries for Internal and External Partners Senior Management and Third Party Customers relating delinquent mortgage accounts with the intent to bring delinquent accounts current Responsible for researching and providing customized documentation to Senior Executives and Management on servicing and default related issues Ability to work with Servicing Systems as well as accurately analyze information from the system with in depth knowledge of Chase products and services Participation in various initiatives and initiate improvement in departmental projects Collaborated with legal and compliance to ensure accurate resolutions are provided on escalated mortgage issues Monitor and research Government Agencies concerns pertaining mortgage lending practice for customers and communicate a response either by telephone and or written response Create reports for senior management for monthly volume of correspondence received from the office of Consumer Financial Protection Bureau and the Office of the Comptroller Built and maintained relationship with internal external partners Communicate with customers either by telephone communication and or written response to assist them with their concerns about their mortgage issues Handle 300 cases weekly from Loss Mitigation including cases involving suspicious activity Tracked and communicated business goals for team to meet weekly monthly matrix and provided daily report to upper management of team department performance and SLA Self authored written responses adhering to Chase s business letter writing guidelines and within RESPA guidelines Company Name January 2003 to February 2015 Business Manager Analyst Research accounts when needed to resolve delinquency payment issue that has been applied incorrectly and issue credits when needed Term employee s from group life plan when needed also groups for non payment salary changes and collection calls send delinquent letters on account 30 45 day Take inbound customer relation calls from brokers and clients assisting with resolving issues pertaining to problems from billing enrollment credits terminations etc Responsible for accurate and timely processing of new firm installation of new sold cases small large voluntary self administered benefit changes and maintenance for administration Collaborate with clients A R and Sales to increase speed of receivables and prevent interruption of service to clients Work extensively with Executive Directors Management on escalated cases with billing discrepancies for test plans and cases for the business process of applications Manage workflow of Supervisors and upper level Management Responsible for various project management gathering information and documentation for test plans and cases for the business process of applications Supervise a staff of 25 people Vera Perry Cont _ Managed team of 25 Company Name January 2006 to January 2009 Deposit Recovery Collector City State Risk Management Deposit Recovery Collector Was responsible for customer communications to make to scheduled payment arrangements to bring past due accounts current Worked on an quantrax Auto Dialer system Recorded customer communications and document accounts within the department metrics and company policy for collection and accounts receivable efforts to keep accounts within company current status Company Name January 2003 to January 2007 Senior Tax Preparer Manager City State Served as executive assistant to the management team handled a busy phone system functioned as primary liaison to customers and ensured a consistently positive customer experience Helped drive a 10 increase in customer satisfaction as measured by a customer survey in 2003 2007 Created automated daily stats report that reduced inaccuracies and provided management with an important decision making tool Quickly became a trusted assistant to the company president executive staff and office manager and earned a reputation for maintaining a positive attitude and producing high quality work Trained new tax preparer and audited processed work to assure the accurate information was being reported to the IRS in behalf of the customer individual and business taxes Managed a staff of ten 10 plus tax preparers Skills accounts receivable billing Business Analysis business process CMS clients customer satisfaction decision making documentation Senior Management Fast Financial Government Imaging legal letters Lotus Excel Office PowerPoint Microsoft Word office manager Oracle Peach Tree phone system problem solving producing project management quality researching Research Risk Management Sales SLA Solomon tax taxes telephone Workflow written Education San Francisco State University Bachelors of Science Management City State Management CAL State Hayward Bachelor of Business Administration Accounting City State Accounting BA BS
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BANKING BOOT CAMP PARTICIPANT Summary Recent graduate student with a bachelors in Economics and minors in Finance From Central Connecticut State University Looking to get some work experience by applying my education and experience Experience 05 2017 to 05 2017 banking boot Camp participant Company Name City State 02 2017 to Current Sandwich Artist Cashier Company Name City State Took necessary steps to meet customer needs and effectively resolve food or service issues Recorded customer orders and repeated them back in a clear understandable manner Correctly received orders processed payments and responded appropriately to guest concerns 01 2014 to 01 2016 Student worker Company Name City State My job description included filling out paper workers making copies informing students about upcoming events answering the phone schedule advising and organizing speak sessions Work History Company Name 06 2014 to 02 2017 Front End Supervisor Company Name City State 10 2017 to Current Sandwich Maker Company Name City State 02 2017 to Current Sandwich Maker Company Name City State Education and Training May 2017 Bachelor of Arts Economics Finance Central Connecticut State University City State Economics Finance 3 26 Certifications I am CPR and Western Union Certified Skills Cash handling enthusiastic people person advanced problem solving great organizational skills knowledgeable of Microsoft word excel SPSS Powerpoint Activities and Honors Volleyball track and field
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BANKING RELATIONSHIP SPECIALIST Summary Highly enthusiastic customer service professional with 7 years of client interface experience Dedicated Customer Service Representative motivated to maintain customer satisfaction and contribute to company success Strong organizational skills Customer service expert Active listening skills Adaptive team player Courteous demeanor also seasoned in conflict resolution with an energetic work attitude Highlights Creative problem solver Types 45 wpm Call Center Reliable Excellent communication skills Friendly Approachable Exceptional customer service Accomplishments Consistently achieved a 100 teller balancing average as well as balanced daily cash drawers and vaults totaling an average of 900 000 Experience Banking Relationship Specialist Jul 2005 to Sep 2011 Company Name City State Customer Assistance Worked with company systems such as Live Support and diligently completed all assigned tasks working overtime as needed Customer Service Customer Service Inbound Call Center Transfer calls to appropriate department when necessary Researched calmed and rapidly resolved client conflicts to prevent loss of key accounts Computed Data Reports Provided required weekly monthly and quarterly reports listing sales figures and client track records Customer Interface Greeted customers upon entrance and handled all cash and credit transactions Assisted customers over the phone regarding store operations product promotions and orders Opened and closed personal and business checking saving and cd accounts processed safe deposit box transactions created cashier checks entered customer data into chex systems processed fed ex shipments filing answering phones sending faxes responsible for making executive decisions regarding new customer relationships Completed daily incoming and outgoing banking reports Merchant Teller Dec 2004 to Jul 2005 Company Name City State Processed large deposits for merchant customers assisted with incoming and outgoing courier transactions Responsible for balancing accurately on a daily basis Assisted Operations Manager with teller line answered phones filing and all other duties associated with the position of a Merchant Teller Teller Jun 2004 to Dec 2004 Company Name City State Cashed checks for new and existing customers processed incoming daily reports completed mail deposits in dual control Processed cashiers checks and money orders processed credit card payments and all other responsibilities associated with the position of a Teller Education Associate of Science Inter Social Behavioral Sciences 2016 Los Angeles Southwest College City State United States Received certificate in Fingerprinting Skills In and outbound call center Excellent customer service assistance Fax Filing Answering phones Type 50 wpm Microsoft word and excel
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BRANCH BANKING COORDINATOR Summary Manager with 12 years of background in customer service finance leadership and branch management Vast knowledge of finance regulatory requirements and general bank operations Enthusiastic and energetic in leading staff to exceed sales goals while delivering excellent customer service A dedicated team player experienced in overseeing operations of individual and multi unit facilities developing successful programs to improve profitability Diligent and driven individual who has achieved success in a variety of roles with increasing levels of responsibility An effective communicator and team builder with strong analytical management and organizational skills Education BBA Banking 2015 Strayer University City State High School Diploma College Preparatory 1999 Holly Hill Roberts High School City State Experience Company Name City State Branch Banking Coordinator 04 2013 to Current Supervise and participate in daily operational functions of the branch s Teller area Ensure timely and efficient completion of client transactions Proactively manage the daily sales quality referral process Assist HR with recruiting interviewing and selecting oncoming associates Research Out of Balance Transactions Daily Reports Completed corrections in a timely manner with daily Vault Operations Cash Master Assist with Risk Management practices while being responsible for staffing and scheduling of branch Complete Staff Development Performance Reviews Salary Administration Ensure operating procedures are followed as outlined in the Branch Operational Manual BOM Company Name City State Guest Service Agent 04 2012 to 06 2015 Greets registers and assigns rooms to guests while maintaining confidential information as it relates to guest records Promptly and effectively deals with guest requests and complaints Answers and routes calls as appropriate takes guest messages with accuracy Responsible for cash drawer contents transactions during shift and night drops as necessary Maintains accurate records including cash flows registration cards reservation cards and property walks Answers inquiries pertaining to hotel services registration of guests and travel directions Preferred experience OnQ Software Company Name City State Service Manager II 07 2007 to 02 2012 Ensure policies procedures and security guidelines are followed Educate customers on products services and alternative solutions Maintained compliance of vault deposit logs risk mitigation Conducted on the spot coaching to ensure tellers convey quality customer service Exhibited effective leadership skills in motivating teams to meet company goals Assisted in Hiring Terminating Training Created Maintained Delivered Performance Evaluations of Employees Performed initial Audits Reports randomly on a monthly basis Company Name City State Manager Auditor 02 2004 to 06 2007 Processed guest payments for room charges food and beverage charges and phone charges Greeted and registered guests and issued room keys Delivered requested items to guests rooms Processed credit card transactions during the checkout process Supervised front desk staff Monitored the appearance and performance of the front desk staff Fostered strong working relationships with all hotel departments Performed bookkeeping activities such as balancing accounts and conducting nightly audits Recorded guest comments or complaints referring customers to managers as necessary Directed personnel training and labor relations activities Served as a link between management and employees by handling questions interpreting and administering contracts and helping resolve work related problems Skills Accounting accounts payable Accounts Payable and Receivable auditing balance sheet billing bookkeeping Budgets cash receipts Closing Coaching Excellent communication hardware Conflict resolution contracts Credit checkout process client Customer Relations excellent customer service Customer Service finance financial Forecasting forklifts Hiring Human resources management Human Resource HR internal audit internet connectivity labor relations Team building Leadership Skills loss prevention Managing marketing money 97 Operations management Payroll Performance Reviews personnel Policies processes process improvement quality quality control Recruiting Research Risk Management Sales Scheduling shipping Staff Development staffing telephone telephone etiquette phone time management Trainer warehousing
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RETAIL BANKING DIRECTOR Summary A highly creative professional with over 18 years of executive marketing and communication experience and a proven track record of successful projects from initial concept through completion A high energy results oriented leader recognized for innovative tactics and demonstrated success at strategic tactical planning building large over 200 highly effective teams focused on achieving production and financial goals analytical and financial expertise A talent for building and working with cohesive teams with strong problem solving skills able to manage time sensitvie projects with multi million dollar budgets Proven success in increasing customer awareness changing brands and image within the Santa Fe community and achieving growth and budgetary goals Strong ability in working with all levels of an organization from entry level employees to board members and community leaders Skills Strategic Planning Marketing and Communication Highly Creative Financial Analytical Experience Facilities Management Experience Leading IT related Projects Teams Experience Retail Banking Director Jan 2007 to Jan 2017 Company Name Provide leadership to all the NM CO Branches and Private Banking within the Bank in the areas of loan deposit growth risk management staff development and community involvement Manage the training facilities and real estate projects for the Company Responsible for all the development planning and execution of a deposit products services strategy that supports the Bank s strategic plan in the delivery of all retail and commercial deposit product lines Direct experience in annual budgeting and monthly financial reporting to the Bank s Board of Directors and Asset Liability Committee Participate in Executive Management Asset Liability Management IT Steering and Compliance committees Marketing Communications Director Jan 1993 to Jan 2006 Company Name Managed the relationship with the outside advertising agency marketing assistant contribution s sponsorship s budget project management customer relationship software coordinating special events developed managed the call center and all the branches for the Bank Developed advertising campaigns direct mail programs Bankwide employee incentive programs collateral materials Participated in Executive Management and planning sessions on marketplace strategy and on pricing product and investment strategies Responsible for new product development and implementation Responsible for implementation and management of Bankwide projects Responsible for maintaining the Bank s corporate image including signage marketplace perceptions market assessments to test the image Responsible for the development of special events to attract and retain Bank customers Advanced computer skills Operations Manager Jan 1986 to Jan 1993 Company Name Project Management for multiple technology related and product development projects Ensured compliance with all laws and policies and procedures were followed by Bank staff in accordance with the regulatory environment Responded to all audit comments and followed up on training and staff adherence Managed training merchant services and audits responses and follow up for the branches Wrote the teller branch operations manuals in accordance with accepted policies procedures Kept policies and procedures updated and communicated to all branch personnel Developed and managed the monthly reports of ATM profitability Education and Training Graduate 2016 Leadership New Mexico MBA technology The College of Santa Fe Western States School of Banking at University of New Mexico technology B S B A Business Administration management Northern Arizona University Business Administration management Interests Santa Fe Chamber of Commerce board member 2007 2012 treasurer the last 3 years Partners in Education board member 2004 2006 Junior Varsity tennis coach at St Michael s High School Skills Adobe Acrobat advertising agency ATM Banking budgeting budget call center delivery direct mail special events Executive Management Facilities Management Financial financial reporting image investment strategies leadership marketing market Marketing and Communication materials Microsoft Excel Microsoft Outlook Microsoft Powerpoint Microsoft Word new product development personnel policies pricing product development Project Management real estate retail risk management staff development strategy strategic Strategic Planning Additional Information AWARDS COMMUNITY INVOLVEMENT Santa Fe Chamber of Commerce board member 2007 2012 treasurer the last 3 years Partners in Education board member 2004 2006 Junior Varsity tennis coach at St Michael s High School Best Bank in Santa Fe Award five years in a row Winner Business Excellence Award in the Large Business Category of the Santa Fe Chamber of Commerce and US West Winner Best Employer of the Year of the Large Business Category Jennifer Lind
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RELATIONSHIP SUPPORT OFFICER Experience 01 1997 to 01 2002 Relationship Support Officer Company Name Delivered administrative and operations support to Corporate Institutional Bank Insurance team including 10 senior relationship managers and 5 credit analysts while managing day to day reception activities such as greeting visitors and vendors and responding to requests for information Coordinated executive and senior management s schedules calendars and agendas and drafted meeting agendas and followed up on meetings and team conferences Worked with administrative team members and human resources staff during new employee hiring and special events Produced reports and correspondence administered up to date organizational chart maintained office activity logs and spreadsheets and distributed incoming mail throughout office Past experience includes Administrative Word Processing Specialist in Trust and Investment Services 01 1991 to 01 1997 01 1988 to 01 2016 Commercial Relationship Support Manager Company Name City State Commercial Banking Small Business 2002 2016 Provided comprehensive administrative and operational support to five person team comprised of commercial lending officers relationship management team and loan operations team ensuring delivery of best in class customer service Enforced compliance with lending requirements relating to origination processing closing and funding commercial loans ensured adherence to federal and state regulatory guidelines upheld bank policies procedures and standards maintained knowledge of Patriot Act CIP Bank Secrecy Act and Community Reinvestment Act Ensured transactions and credit risk functions conformed with bank regulations and credit policies Released notes and security interests on paid off loans processed commercial loan payments and advances on lines of credit prepared UCC 1 filings and releases and ordered reviewed and approved loan documents and requisite reports for new loans extensions renewals and modifications documented commercial loan packages and files using Provenir and Credit Workflow Communicated status of loan portfolio including level of exception reporting past due collections and loan maturity management Managed exception tracking identification curing and evidencing with proper file documentation Compiled reports prepared customer letters and followed up on annual financial reporting for customers and security interest documents Requested spreading and analysis of financial statements for assigned sectors key business risk analysis industry and sector analysis and related economic data Ordered and reviewed Certificates of Good Standing verified flood zone certifications during loan origination and renewals and assisted with periodic covenant checks and credit reviews Participated in external client meetings in conjunction with relationship manager and internal business meetings 01 1988 to 01 1991 Regional Support Assistant Company Name Education 2004 Master of Science Public Administration Metropolitian College of New York City State Public Administration 2004 Bachelor of Science Business and Church Management Nyack College City State Business and Church Management 1999 Associate of Applied Science Accounting Borough of Manhattan Community College City State Accounting Professional Affiliations Commercial Banking Support Relationship Manager with over 25 years experience working in banking and financial services industry In depth knowledge of commercial lending and financial products with success in working in bank teams to deliver world class service while maintaining compliance with federal state and bank regulations Skilled in streamlining and maintaining day to day workflows and planning organizing and prioritizing special projects Seeking to apply expertise to take next career step with a respected banking institution that rewards hard work talent and results Qualifications Commercial Lending Regulatory Compliance Portfolio Management Records Management Relationship Management Team Leadership Accomplishments Developed more efficient filing system and customer database protocols resulting in increased office organization Worked with Regional Support Manager to develop and implement inaugural step by step employee manual outlining proper business procedures and helping employees understand office practices and legal processes Skills Administrative Banking closing commercial loans commercial lending conferences Credit credit risk client customer service delivery documentation special events senior management financial reporting analysis of financial statements hiring human resources Insurance letters loan origination notes managing meetings mail office organizational policies reception relationship management reporting risk analysis spreadsheets UCC Word Processing Workflow
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MORTGAGE BANKING DEFAULT OPERATIONS SPECIALIST II Objective Seeking a challenging position where I am able to utilize my customer service trouble shooting communication and problem solving skills towards growth and advancement within a prestigious company Experience February 2015 to Current Company Name City State Mortgage Banking Default Operations Specialist II Responds to internal inquiries from customer service specialists regarding issues such as missing documents ordering certain third party services and reviewing specialty flags Facilitate the gathering of underwriting documents for both pre and post underwriting decision making Responsible for conducting research on mortgage files currently in litigation Present results to management with issues and potential risks identified Receives decision results from underwriting and QC review and process according to decision Communicate effectively with borrowers attorney on status of the loss mitigation and or liquidation Assess and analyze trial plan and or modification document detail and verify against modification portal PEGA Thorough understanding of investor requirements and impact potential to loss mitigation and default foreclosure processes Coordinate tactic initiatives to better streamline department processes procedures to present to senior management May 2014 to Current Company Name City State Audio Visual Technician Responsible for setting and striking general session meeting room exhibit labor including load in out with install and dismantle audio video and or lighting assist Coordinate and or assist technical crews at various sites Work with inventory control to ensure complete equipment coverage for clients are established Operates multi media equipment Responsible for all technical labor of production ensuring picture sound and quality Performs maintenance of audio visual equipment Coordinate meetings with sales manager for planned unplanned events to determine requirements from client Experience and evolving knowledge in Photoshop and InDesign such as Adobe Creative Cloud Build strong relationships with future and current clients to promote services of PSAV May 2013 to October 2013 Company Name City State Closing Specialist I Liaison between Vendor Lender Attorney and Borrower for refinance closing files Processed and preformed quality checks on all documents from lenders and attorneys for accuracy Ensured each state guideline in reference to closing instructions were followed Responded to inquiries from borrowers lenders and attorneys to resolve discrepancies Prepared title company closing documents in timely and professional manner Worked to build strong partnerships with local lenders realtors and attorneys Prior to closing called and confirmed with lenders and borrowers to ensure original schedule was met July 2009 to January 2011 Company Name City State Corporate Trainer Conducted needed analysis to determine training needs and appropriate training methods based on subject matter and target audience Developed classroom based virtual facilitation and eLearning programs Developed high quality materials participant guides worksheets job aids and facilitator manuals Established performance objectives learning outcomes and assessment tools Attend project status meetings for applicable information on training programs Conduct Train the Trainer forum for new programs Facilitate training classes as needed January 2011 to January 2012 Company Name City State Mortgage Loan Processor II Act as a liaison between the borrower and the Investor requesting doc within a timely manner Processed Conventional FNMA GNMA FHLMC FHA VA DSI Jumbo 203k Rehab and 2nd mortgages HELOC Manage a daily pipeline of 60 to 80 loans Develop reporting for projected workflow daily January 2012 to May 2013 Company Name City State Manager Customer Service Managed a team of 15 associate who took calls regarding Bankruptcy and Property Claims Coached new Hires Conducted On the Job Training for associates Assisted homeowners with general questions and servicing of their mortgage and home equity loans Created procedures for servicing and Foreclosure guidelines October 2006 to October 2008 Company Name City State Team Leader Provided superior customer service while managing multiple projects Provided Help Desk solution Resolved all customer complaints to ensure the utmost customer service Trouble shoot IP address for VOIP January 2006 to January 2008 Company Name City State Operations Assistant Assisted with preventative maintenance for security Troubleshooted and repaired Hardware and Software issue Reviewed surveys from quality assurance January 2005 to January 2006 Company Name City State Quality Assist Accurately measured vinyl siding Trained new employees on proper work ethics Assisted in quality control ensuring a higher quality product for clients Education present University of North Texas City State 2008 Remington College City State Special Skill Certifications Associate Degree Computer Networking Excel Linux Ms Word and Right Fax Adobe Creative cloud Economic Major Skills Adobe Photoshop streamline Attorney audio closing Hardware Computer Networking client clients Customer Service decision making equity senior management Fax Help Desk InDesign inventory control IP lighting Linux litigation managing materials meetings Excel Ms Word multi media processes quality quality assurance quality control reporting research sales manager sound surveys Trainer training programs underwriting video VOIP workflow
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ASSISTANT MANAGER Career Overview Committed and motivated office professional with exceptional customer service and decision making skills Strong work ethic professional demeanor and great initiative Skill Highlights Professional and mature Strong interpersonal skills People oriented Excellent work ethic Microsoft Office proficiency Meticulous attention to detail Problem resolution Excellent time management skills Schedule management Core Accomplishments Process Improvement Oversaw implementation of instant issue datacard system which resulted in more cost effective service Data Organization Improved office organization by compiling monthly sales and performance reports for employee evaluations using advanced Microsoft Excel functions Training Successfully trained staff in all office systems and databases policies and procedures while focusing on minimizing errors and generating superior results Multitasking Demonstrated proficiencies in telephone e mail fax and front desk reception within high volume environment Professional Experience Assistant Manager June 2014 to January 2015 Company Name City State Coach motivate and develop staff prepare disciplinary notes and performance evaluations Responsible for branch vault and ATM settlement daily and reconciling differences as needed Work at the greeter desk to greet members as they come in direct them to the appropriate area of the branch and schedule appointments Help to monitor and answer calls coming thru the call center Resolve customer issues in a timely manner Serve as back up to the staff running a teller drawer opening account processing loans Pull reports to track branch productivity and goals Head Teller Training Assistant March 2011 to May 2014 Company Name City State Ensure all policy and procedures are understood and followed by branch staff Responsible for branch vault and ATM settlement daily and reconciling differences as needed Ensure operational integrity of the branch by doing internal audits and following all branch security and compliance requirements Main manager in the branch to handle and resolve customer issues and escalate them if necessary to Assistant Manager and Branch Manager Contribute to the branch s sales goals by personally recognizing sales opportunities and referrals as well as coaching and motivating the tellers to achieve their goals Coach motivate and develop tellers prepare disciplinary notes and performance evaluations Test new policies procedures and computer updates prior to rolling out company wide Train employees on new or revised policies procedures and computer updates Help to recognize and develop process improvements to make a more efficient environment State Farm Agent Staff September 2010 to March 2011 Company Name City State Process quotes and applications for auto home and life insurance Assist policy holders with policy changes and maintenance Recognize and discuss insurance needs with policy holders Managed the receptionist area including greeting visitors and responding to telephone and in person requests for information Organized files developed spreadsheets faxed reports and scanned documents Retail Banking Branch Operations Manager April 2008 to September 2010 Company Name City State Manage the teller staff to ensure the teller line runs smoothly Ensure all transactions are processed accurately Ensure all policy procedures are understood and followed Reconcile branch settlement differences Maintain branch cash control limits Balance the vault ATM and EDC machine on a daily basis Track and audit all negotiable items Ensure operational integrity of the bank by doing internal audits Resolve customer issues in a timely manner Contribute to the branch s sales goals by personally recognizing sales opportunities and coaching motivating the tellers Counsel tellers prepare disciplinary notes and performance evaluations Create manage the schedule for the tellers Senior Personal Banking Representative August 2003 to April 2008 Company Name City State Actively sell Sovereign Bank products and services Analyze and determine the financial needs of each customer Meet and exceed personal sales goals Open new accounts process loan applications and close loans Demonstrate in depth knowledge of all consumer products and services Research and resolve customer issues in a timely manner Education Bachelors of Science Degree Criminal Justice 2003 York College of Pennsylvania City State Minor in Criminalistics and Accounting Skills Proficient with most office equipment fax machine multi functional device multi line phone and Microsoft Office Possess exceptional organizational analytical and time management skills as well as the ability to multitask Self motivated Excellent work ethic
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PROJECT COORDINATOR Highlights SKILL SUMMARY I have well developed Time Management skills I work to a very high standard with an eye for detail goal orientated I have excellent communicate skills I establish and maintain effective cooperative working relationships with people of all levels I am enthusiastic passionate motivated honest a reliable team player I work from a Strength base focused in problem solving I have well developed computer skills in MS Office Excel Power Point and Internet I actively look for opportunities to develop my skill base Experience Project Coordinator Current Company Name Develop maintain project schedule information using MS Project 2013 managing day to day work priorities of the project manager and the team facilitating project resources using Demand Supply tool Develop maintain risk registers and escalating issues using communication with stakeholders managing the budget for the project using SAP Guri facilitate meetings event management for training meetings for the team and stakeholders Monthly reporting to Investment board and Portfolio Office Previous Telecom NZ Ltd Business Process Co ordinator set up new WBSE for Capex and Opex Projects arrange set up new activity codes for new employees Health Safety rep for the team coordinate staff moving to a new building Set new contractors up equipment access to network buildings maintain contractor details e g end dates extensions create and manage Purchase Orders for contractor payments arrange travel accommodation for managers event management catering bookings rooms team purchases for team manage access to online documents system coordination of meetings agenda preparation audio video conference set up minute taking Project Manager Birthright Wellington The purpose was to project manage a pilot to enhance working relationships with the Government Department Child Youth Family and non Government agencies that worked closely with families and children by establishing the Differential Response principals and strengthen collaboration with agencies facilitate cross agency training to up skill workers in Government and non Government agencies develop and implement a new way of working communication with stakeholders managing the budget for the project Te Rito Co ordinator co ordinate and facilitate groups assess monitor and input Police reported family violence incidents facilitate case management meetings agencies Organise and facilitate monthly networking meetings set strategic plan project manage plan for coming year monitor it on a three monthly basis project manage Community Action Fund media and awareness campaigns ran weekly half hour radio show with guest speakers from agencies Organise events day activities Quarterly reporting to Ministry of Social Development monthly reporting to management group Wellington Ending Abuse Violence board of trustees managing the budget for the project Strengthening Families SF Co ordinator Hutt Valley Convene facilitate and monitor SF Meetings from initial meeting and all reviews until closure Maintain record meeting information as well as review details in an effective and timely manner Write reports and monitor statistics monthly for management team Promote and present SF process to government community agencies Organise deliver facilitation training to staff Co ordinating Supervise Facilitation staff members Undertake project work that is needed in the community where SF can be of assistance to families whanau and young people Maintain a small discretionary fund Teller Investment Advisor Co ordinator 07 1996 to 12 1999 Company Name Head Teller Teller Duties Take care of trust money order send back cash as required balancing daily cash Provide quality customers service promoting bank products Reconcile ATM Machine Co ordinate Advisors throughout the country Organise venues accommodation travel catering Make up Induction packs arrange all stationery for new Advisors Do Monthly statistics on each Advisor Quarterly Reports Check Investment plans written by Advisors return them for the client within timeframe LINZ Customer service WINZ Call Centre Wine Food 01 1989 to 01 1996 Company Name From 1989 to 1996 I worked in a different number of positions to fit my lifestyle as I was raising a young family This included Ministry of Justice payroll Superannuation Services Westpac support service National Bank updating customers information project work LINZ Customer service WINZ Call Centre Wine Food tasting Volunteer Community Work Women s Refuge Crisis Line and Victim Support Education Diploma Health Human Development Frontline Management 2012 MS project Task Management 2010 March 2012 NZ Certificate in Frontline Management Facilitating Adult Learning Training papers Presenting with Impact Treaty of Waitangi Social Policy papers Client centred Practice Skills for Life First Aid Course Privacy Official Information Act Group Facilitation Facilitation Advanced Training Introduction to Small Business Management Marketing Selling Business planning Book keeping Records Taxation Finance marketing Presentation Legal aspects Computer Skills Selling Presentation Skills Supervision Workshop Diploma in Health Human Development 6 papers 1 Human Development 2 Social Psychology 3 Counselling 4 Stress Management 5 Loss Grief Dying 6 Communication Certifications First Aid Course NZ Certificate in Frontline Management Affiliations Volunteer Community Work Women s Refuge Crisis Line and Victim Support Skills Customer Service Payroll Receptionist Retail Sales Statistics Cash Induction Microsoft Project Ms Project Training Adult Learning Business Management Business Planning Finance First Aid Course Marketing Presentation Skills Taxation Business Writing Excel Intermediate Representation Ir Ms Office Problem Solving Project Management Team Player Time Management Visio Visio 2000 Access Basis Budget Case Management Long term Disability Ltd Networking Opex Payments Project Coordinator Project Manager Purchase Orders Sap Telecom Video Conference
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LEAD TELLER Summary Bank Teller experienced in fast paced financial environments Focused on maintaining high levels of accuracy and efficiency as well as achieving branch goals My goal is to gain more hands on experience within the chosen work I would like to expand my knowledge base to advance in position and gain recognition Highlights Exceptional customer service Excellent communication skills Sales expertise Strong sense of banking ethics Practiced knowledge of bank security systems Currency and coin counter Safe and vault operation Energetic Strong work ethic Experience Company Name July 2010 to June 2014 Lead Teller City State Daily operation and balancing of a 25000 cash drawer Processing deposits withdrawals payments Assessed risks and approved transactions for myself and other team members Routed Proof Deposit work to appropriate departments for nightly processing Daily vault and ATM balancing Processed Foreign Currency transactions such as buying and selling of multiple International currencies Completed Control Online tasks to keep in compliance Made quality referrals for Consumer and Business account opening Stepped in to assist the management team in the event the Service Manager was not in Company Name August 2006 to July 2010 Lead Teller City State Daily operation and balancing of a 75000 cash drawer Processing deposits withdrawals payments Assessed risks and approved transactions for myself and other team members Routed Proof Deposit work to appropriate departments for nightly processing Completed Control Online Tasks to keep in compliance Made quality referrals for Consumer and Business account opening Daily vault and ATM balancing Processed Foreign Currency transactions such as buying and selling of multiple International currencies Implemented and followed branch opening and closing procedures Accepted and processed credit card and consumer loan applications Assisted in the training of new team members Provided onsite training Assisted in weekly teller line scheduling Stepped in to assist the management team in the event the Service Manager was not in Company Name February 2003 to March 2006 Personal Banking Representative City State Daily operation and balancing of a 15000 cash drawer Processing deposits withdrawals payments Opened new accounts at the customer s request Accepted credit card and loan applications Nightly vault balancing Daily ATM processing Education Rockville High School 06 1999 High School Diploma City State Personal Information I enjoy face to face interaction with customers whether through teller line work or account opening With 15 years of banking experience I have become knowledgeable in the daily operation of a bank branch Skills ATM opening and closing credit quality routing selling
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INTERNSHIP Professional Overview experiences collecting and analyzing data with statistical methods familiar with R and SAS programing great knowledge of experiment design sampling techniques and documents management strong skills in communication group working and work planning Core Qualifications Strong knowledge of SAS R and SSPS programming Excellent research skills Microsoft Word Excel PowerPoint Excellent quantitative skills Team leadership Organizational planning Leadership communication skills Customer oriented Education University of Missouri 2015 Master of Science Statistics City State The United States President of Chinese students and scholars association 3 7 GPA Coursework in practical statistical models data analysis 1 2 3 statistical software and data analysis introduction of probability theory statistical inference time series analysis survival analysis experimental design current development in statistics SAS advanced license Thesis Dissertation Projects A Time from 2014 January to 2014 Match Title the relationship between the mathematical grade of the seventh grade and grades from primary school Brief process use linear model to fit transformed variables from the data after getting rid of useless columns choose the most significant variables to form the final model based on persuasive diagnostic values Achievements from the project the mathematical grade of the seventh grade is significantly influenced by the reading counting and logistic ability at the first and second grade in the primary school B Time from 2014 May to 2014 August Title bike rental prediction Brief process construct the regression model use different statistical method find the most powerful model decided by finding the least error rate and decide which variables significantly enough to build the model Achievements from the project use Lasso to make the regression it gives the least error rate and use the almost original data set it saves a lot of time to deal with the original data set C Time from 2014 September to October Title Classify Song Release Period Brief process construct the classification model to classify a specific song into the year before or after the year 1986 based on 90 attributes of a single song and 6480 songs Achievements from the project use the Multivariate adaptive regression splines to build the model and based on the final classification model we can conclude that if the song is from before or after on 1986 depends mostly on the artists who create them secondly on properties they tagged by famous music website and finally on properties of their track D Time from 2014 November to 2014 December Title predict the lightening strikes in July based on the records from January to June Brief process first cluster the original data based on the lightening strike records and the moisture records with the method of K mean and Hierarchical method Second use different statistical method like Boosting Random Forest Ridge Lasso NNET CART SVM to find the best model to predict the strikes will happen Achievements from the project we use the K mean clustering method and based on the moisture data to form the cluster and use the neural network is a better way for our prediction to get a smaller MSE and lightning strike have direct relationship with the soil moisture level and the climate indices E Time from 2014 November to 2014 December Title predict the daily stock price of Netflix Inc Based on historical daily price records Brief process use GARCH model to fit the transformed data and finally choose the GARCH plus ARMAR model to make the forecasting Achievements from the project from the model we can find that there is a up trend in the future about this stock and this is a appropriate time to buy this piece of stock Experience Company Name May 2014 to August 2014 internship City State Main tasks of this job 1 Collect enter and analyze stock prices collect useful data and enter them into the database in a correct classification way use statistical methods to analyze them based on R programming 2 Predict the future trend of different stocks and divide them into different category use time series methods to predict the trend 3 Write summary report use statistical methods to analyze data with R and write the performance evaluation report based on quantitative facts 4 Customer service answer the phone call and solve customers problems and do the reception job at the front table Also offer the instruction about stocks and how to choose them to new clients 5 design the questionnaire and the get the feedback Company Name May 2013 to August 2013 internship City State Main tasks about the job 1 data collection and entering collect financial data and classify them into the correct table and items 2 Write summary report use statistical methods to analyze data with R and write the performance evaluation report based on quantitative facts 3 Customer service answer the phone call and solve customers problems and do the reception job at the front table 4 inventory control keep record of the number of materials and keep track of the way they out and in 5 arrangement the business trip book the hotel arrange the schedules for each day keep track of the budget of the business trip Company Name November 2012 to March 2013 internship City State Main tasks about the job 1 data collection and entering collect financial data and classify them into the correct table and items 2 Write summary report use statistical methods to analyze data with R and write the performance evaluation report based on quantitative facts 3 Customer service answer the phone call and solve customers problems and do the reception job at the front table 4 Meeting preparation prepare documents need in the meeting make sure all the participants can come prepare PowerPoint slides and arrange the meeting room 5 Introduce production to customers introduce financial products which the most suitable to the client and persuade them to buy Fellowships and Awards 1 merit of certificate award for excellent grade which is top 10 Time the spring semester of 2014 2 merit of certificate award for excellent performance in the position of the leader of executive department of the Chinese students and scholars association in the university of Missouri Time the Fall semester of 2014 3 merit of certificate award for excellent performance in the position of vice president of the Chinese students and scholars association in the university of Missouri time the Fall semester of 2014 2015 4 Merit of certificate award for excellent performance in the position of president of the Chinese students and scholars association in the university of Missouri time the spring semester of 2015
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MANAGER Experience Manager 11 2013 to Current Company Name City State Manage a large global team of up to 50 Managers Technical Leads and Software Developers across a portfolio of 25 LOB applications My responsibilities include Vendor management RFPs vendor selection scope based contractual obligations and negotiations on Fixed Bid Fixed Scope T M SOWs and 3rd Party Software licensing LRPs short and long term strategic Road Maps Project Planning Monitoring and Software Delivery Operational Excellence using Application Performance Monitoring APM Log aggregation etc Solution Architecture design of complex projects and enhancements to existing products All aspects of IT Management Hiring Up Out developing trust based on highly advanced technical knowledge motivating actively Key Contributions Reshaped the SDLC within the first 90 days from an everything goes to an Agile SCRUM based process substantially improving on time and on budget deliveries Introduced Jira as part of the transformation which snowballed into centralization of fractured implementations and adoption by thousands of people across the company Stabilized a key VOD Rights and Windows management application with many technical challenges including performance and data corruption Improved the resiliency of the platform and reduced the technical debt enabling faster features development Substantially improved MTTR and RCA by adopting Splunk and AppDynamics and by establishing proactive alerts to detect problems earlier than the users Strongly Influenced the UI UX of a touch enabled web and iOS application used by top executives Established and delivered very stringent performance quality and reliability requirements Established a cloud native 12 factor architecture of an application deployed on AWS using Elastic Bean Stalk RDS SNS and other related AWS services Nominated on NBC wide Cloud first strategic committees Key role contributions to Identity Management IdM and REST based API reference architectures Technologies included Java NET iOS Objective c Swift HTML JavaScript PHP Drupal OnPrem Cloud native architectures at all levels of abstraction IaaS PaaS 12 factor Containerized Serverless Senior Director 01 2011 to 05 2013 Company Name City State Headed the Solution Architecture and Project Management Office responsible for designing and delivering marquee consumer facing digital streaming on Web iOS Android ROKU XBOX and other platforms My Responsibilities included Architectural SME for pre sales and business development executives on key accounts such as Target STARZ Barnes Noble Dish Network etc Product Strategy and roadmaps for critical components of the Video Streaming platform including devices Catalog Apple Google Microsoft DRM and Digital lockers Project management scope management problem resolution delivery and launch of the client company s products to its customers Relationship management with internal and external strategic partners Key Contributions Helped win a 9 million dollar account with Barnes Noble based on establishing trust and relationship with the head of Nook device development by answering and proposing solutions to tough technical problems Even wrote Java code for video playback of DRM content such as Movies TV Shows on Nook s highly customized Android platform A unique Public Key Infrastructure PKI based shared responsibility security model to authenticate and authorize issuing of DRM keys for video playback of encrypted content which garnered interest from Charter Communications Recognized and promoted to Senior Director within 6 months of joining the company Other past experience includes Media Entertainment Turning around a troubled project and relationships to complete and launch Disney s EST video streaming platform Disney Movies Anywhere As a gesture of recognition I was presented with a framed plaque by Disney employees Regulated Payment Processing Managing a team of Business Analysts Architects Web Developers at Green Dot Mar 2010 July2010 to build multiple consumer facing web sites including Walmart MoneyCard Company Name for processing 12 million home loans every day for Federal HARP compliance requirements Regulated Finance Lending First Vice President at Countrywide managing a team of 15 onshore and offshore Architects Developers and QA to deliver a 1 7 million lead management project with an ROI of 29 3 million Regulated Finance Lending Technical Lead and Development Manager at IndyMac for automated underwriting and pricing systems As a member of a team built the first such web ecommerce solution in the US mortgage market Proposed brought consensus by demonstrating a POC and built a C engine improving performance by 75 Detailed Technical Skills Cloud Amazon EC2 RDS and other IaaS Elastic Beanstalk PaaS Lambdas Serverless API gateway Alexa Fargate etc Similar corresponding experience on Microsoft s Azure Heroku and Cloud foundry including containers such as Docker and Rkt orchestration with Docker Swarm Kubernetes Envoy etc Keen interest in Cloud Native Computing Foundation s CNCF OCI standardization Software Engineering and Delivery Scrum Kanban and eXtreme Programming Waterfall in a highly regulated environment DevOps using Agile methodologies Git based development workflows continuous delivery CD using Jenkins Artifactory Nexus Automated unit testing and end to end e2e testing code quality code coverage test coverage and other metrics using SonarQube DevSecOps by incorporating Veracode Snyk etc Canary releases A B testing and feature activated coding methods Operations and disaster recovery with defined RTO RPO Technology Platforms Linux Windows Java NET C C C NodeJS JavaScript ES6 Typescript Databases such as SQL Server Oracle MySQL Postgres SQLite Realm Swift Objective C for iOS applications Experience with Social Analytics close knit Networks Decision Trees and some experience on supervised learning Architecture Design patterns and anti patterns Work History Manager 11 2013 to Current Company Name City State Manage a large global team of up to 50 Managers Technical Leads and Software Developers across a portfolio of 25 LOB applications My responsibilities include Vendor management RFPs vendor selection scope based contractual obligations and negotiations on Fixed Bid Fixed Scope T M SOWs and 3rd Party Software licensing LRPs short and long term strategic Road Maps Project Planning Monitoring and Software Delivery Operational Excellence using Application Performance Monitoring APM Log aggregation etc Solution Architecture design of complex projects and enhancements to existing products All aspects of IT Management Hiring Up Out developing trust based on highly advanced technical knowledge motivating actively Key Contributions Reshaped the SDLC within the first 90 days from an everything goes to an Agile SCRUM based process substantially improving on time and on budget deliveries Introduced Jira as part of the transformation which snowballed into centralization of fractured implementations and adoption by thousands of people across the company Stabilized a key VOD Rights and Windows management application with many technical challenges including performance and data corruption Improved the resiliency of the platform and reduced the technical debt enabling faster features development Substantially improved MTTR and RCA by adopting Splunk and AppDynamics and by establishing proactive alerts to detect problems earlier than the users Strongly Influenced the UI UX of a touch enabled web and iOS application used by top executives Established and delivered very stringent performance quality and reliability requirements Established a cloud native 12 factor architecture of an application deployed on AWS using Elastic Bean Stalk RDS SNS and other related AWS services Nominated on NBC wide Cloud first strategic committees Key role contributions to Identity Management IdM and REST based API reference architectures Technologies included Java NET iOS Objective c Swift HTML JavaScript PHP Drupal OnPrem Cloud native architectures at all levels of abstraction IaaS PaaS 12 factor Containerized Serverless Senior Director 01 2011 to 05 2013 07 2010 to 12 2010 Company Name City State Headed the Solution Architecture and Project Management Office responsible for designing and delivering marquee consumer facing digital streaming on Web iOS Android ROKU XBOX and other platforms My Responsibilities included Architectural SME for pre sales and business development executives on key accounts such as Target STARZ Barnes Noble Dish Network etc Product Strategy and roadmaps for critical components of the Video Streaming platform including devices Catalog Apple Google Microsoft DRM and Digital lockers Project management scope management problem resolution delivery and launch of the client company s products to its customers Relationship management with internal and external strategic partners Key Contributions Helped win a 9 million dollar account with Barnes Noble based on establishing trust and relationship with the head of Nook device development by answering and proposing solutions to tough technical problems Even wrote Java code for video playback of DRM content such as Movies TV Shows on Nook s highly customized Android platform A unique Public Key Infrastructure PKI based shared responsibility security model to authenticate and authorize issuing of DRM keys for video playback of encrypted content which garnered interest from Charter Communications Recognized and promoted to Senior Director within 6 months of joining the company Other past experience includes Media Entertainment Turning around a troubled project and relationships to complete and launch Disney s EST video streaming platform Disney Movies Anywhere As a gesture of recognition I was presented with a framed plaque by Disney employees Regulated Payment Processing Managing a team of Business Analysts Architects Web Developers at Green Dot Mar 2010 July2010 to build multiple consumer facing web sites including Walmart MoneyCard 10 2009 to 02 2010 Company Name for processing 12 million home loans every day for Federal HARP compliance requirements Regulated Finance Lending First Vice President at Countrywide managing a team of 15 onshore and offshore Architects Developers and QA to deliver a 1 7 million lead management project with an ROI of 29 3 million Regulated Finance Lending Technical Lead and Development Manager at IndyMac for automated underwriting and pricing systems As a member of a team built the first such web ecommerce solution in the US mortgage market Proposed brought consensus by demonstrating a POC and built a C engine improving performance by 75 Detailed Technical Skills Cloud Amazon EC2 RDS and other IaaS Elastic Beanstalk PaaS Lambdas Serverless API gateway Alexa Fargate etc Similar corresponding experience on Microsoft s Azure Heroku and Cloud foundry including containers such as Docker and Rkt orchestration with Docker Swarm Kubernetes Envoy etc Keen interest in Cloud Native Computing Foundation s CNCF OCI standardization Software Engineering and Delivery Scrum Kanban and eXtreme Programming Waterfall in a highly regulated environment DevOps using Agile methodologies Git based development workflows continuous delivery CD using Jenkins Artifactory Nexus Automated unit testing and end to end e2e testing code quality code coverage test coverage and other metrics using SonarQube DevSecOps by incorporating Veracode Snyk etc Canary releases A B testing and feature activated coding methods Operations and disaster recovery with defined RTO RPO Technology Platforms Linux Windows Java NET C C C NodeJS JavaScript ES6 Typescript Databases such as SQL Server Oracle MySQL Postgres SQLite Realm Swift Objective C for iOS applications Experience with Social Analytics close knit Networks Decision Trees and some experience on supervised learning Architecture Design patterns and anti patterns Education 2016 Massachusetts Institute of Technology M B A 2002 UCLA Anderson School of Management City State Bachelor s engineering 1993 Thapar University Summary 18 yrs of experience in Information Technology Management with a proven record as a servant leader for large distributed teams in diverse technical environments Proven record of managing budgets LRPs product portfolio roadmaps business cases software architecture development and operations Extensive track record of nurturing deep relationships within the company vendors strategic partners and standards bodies to achieve business goals Strengths Cloud native architectures to drive reliability performance and cost optimizations IaaS DBaaS PaaS Containerized SaaS and Serverless Strategic Digital Transformations using traditional software development best practices and bleeding edge emerging technologies in corpus intent based digital assistants bots RPAs computer vision NLP deep learning and Blockchain Program and Project management with Agile SCRUM Kanban and DevOps DevSecOps Metrics KPIs and SLA driven IT Governance and Controls including 24 7 365 operational excellence disaster recovery continuous improvement of software development processes Excellent analytical problem solving and verbal written communication skills self motivated fast learner adaptable and fast decision maker even in ambiguous situations Management skills include hiring firing motivating retention performance reviews SMART goals conflict resolution career development executive reporting mentoring Highlights NET Networks APM Objective C Agile Oracle API Payment Processing Apple Postgres Budget Pricing Business development Problem resolution C Coding C Programming Catalog Project Management CD Project Planning Content Quality Client QA Databases Relationship management Delivery Sales Designing SCRUM Disaster recovery SDLC Drupal Software Developers Ecommerce Software Engineering Features SQL Server Finance Strategy Gateway Strategic Hiring Swift UX TV HTML Underwriting PHP Unique IT Management Vendor management Java Video JavaScript Web sites Linux Director Managing Market C Office Win Windows MySQL Negotiations Network Strategic planning Skills NET APM Agile API Apple budget business development C C Catalog CD content client Databases Delivery designing disaster recovery Drupal ecommerce features Finance gateway Hiring UX HTML PHP IT Management Java JavaScript Linux Director Managing market C Office win Windows MySQL negotiations Network Networks Objective C Oracle Payment Processing Postgres pricing problem resolution coding Programming Project Management Project Planning quality QA Relationship management sales SCRUM SDLC Software Developers Software Engineering SQL Server Strategy strategic Swift TV underwriting unique Vendor management Video web sites
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OPERATIONS MANAGER Summary Experienced client service professional accustomed to managing teams functioning in a fast paced environment in support of multiple products across various business units Solid background in building strong and effective teams Highlights KYC Anti Money Laundering and legal documentations Excellent organizational and time management skills Strong interpersonal and communication skills at all levels Microsoft Office Excel Word PowerPoint SharePoint and Project Employee relations hiring terminations performance management development SEC Licenses Series 6 and 63 Expired Willing to retake Proficiency in Adobe products Photoshop Lightroom Illustrator Spanish fluency oral and written Experience 02 2010 to 08 2014 Operations Manager Company Name City State Managed a team of four client service officers responsible for day to day operations and onboarding process Directed and supervised the daily activities of the teams with primary focus in enhancing the client s experience mitigating risk and identifying areas of improvement Performed Quality Assurance reviews and approved due diligence reviews completed by the staff Collaborated and managed assigned projects with cross functional teams and departments including data and document collection and review technology sales and other client services groups across the firm Coordinated with Front Office Credit Compliance AML compliance and global client onboarding teams to understand client deal structure and agree requirements responsibilities Participated in the development and drove implementation of department policies and or procedures to help improve service and overall efficiency 09 2007 to 02 2010 Client Service Manager Within three months increased efficiency by 20 by identifying and mitigating outdated manual processes and leveraging technology Increased staff performance accuracy levels to 99 Managed a team of eight client service officers responsible for servicing our base of Commercial Real Estate clients Mortgage Servicers and Regulated Cash Serviced a portfolio of 300 clients with deposits in excess of 80 billion Reviewed complex Cash Collateral agreements and client provided documentation to ensure compliance with regulatory and contractual requirements Served as the escalation point for and coordinated the resolution of key issues and complex client concerns and opportunities Analyzed complex data for management reporting nationwide on wire and deposit accounts providing adequate information for decision making Held monthly meetings with senior management to provide updates on all team projects roadblocks and recommended solutions 02 2002 to 09 2007 Client Service Manager Company Name Built and fostered a proactive workplace environment resulting in a higher level of employee participation and performance Supervised a team of seven client service professionals with a primary focus in delivering excellent client service improving processes and leveraging technology Partnered with Bankers to collect analyze and validate all appropriate due diligence and on boarding documentation provided by client utilized knowledge of AML KYC policy to independently identify missing or insufficient client due diligence information Responsible for reviewing entering and approving client information in KYC database conducting OFAC reviews and escalating findings Extensive client contact in partnership with the Bankers to resolve customer concerns in regards to demand deposit accounts short term investments funds transfers and sales opportunities Actively monitored service delivery for all Services Product to client via MIS internal meetings and client meetings Gregorio Luna page 2 Education 2003 Bachelor of Professional Studies Computer Information Systems DeVry Institute of Technology State Computer Information Systems 1989 Associate Applied Science Business Management and administration Kingsborough Community College City State Applied Science Business Management and administration Skills Adobe products Photoshop interpersonal and communication oral Credit critical thinking resolve customer concerns client clients database decision making delivery documentation due diligence Employee relations senior management fast focus Front Office functional funds hiring Illustrator investments legal management reporting meetings Excel Money Microsoft Office PowerPoint SharePoint Word MIS organizational page 2 performance management policies problem solving processes improving processes Quality Assurance Real Estate sales self starter Spanish fluency time management written
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MANAGING PRINCIPAL Career Focus Results driven investment banker and management consultant with 10 years financial and strategic advisory experience enabling established companies identify develop and implement strategic growth initiatives in emerging markets that i deliver top line revenue growth ii create significant competitive advantage and iii increase long term profitability Proactive assistance to clients in the oil and gas power mining retail utilities real estate critical infrastructure diversified industrials and food and beverage industries to meet their business objectives manage local interest expectations and establish best practices on how they can ethically contribute to sustainable development of the communities in which they operate Expertise navigating high growth emerging markets in Africa Latin America and the Middle East Summary of Skills Strategic business development Project management Procurement agent Emerging markets Domestic and international experience Infrastructure and real assets advisory Relevant Professional Experience Company Name June 2009 to Current Managing Principal City State Designed bid defense strategy for international consortium on its license pre qualification and tender submission for 4 456km2 deep sea offshore oil and gas blocks in Equatorial Guinea Significantly decreased transaction costs US 25 million by devising a winning bid that proposed a dual track exit to support an international sovereign and private equity consortium on its acquisition of a leading U S LNG transporter Reduced due diligence timeline 15 by effectively spearheading successful cross cultural negotiations with a leading Chinese equipment provider on behalf of our client a Saudi Arabian sovereign owned oil gas company to deliver heavy industrial equipment to support upstream activities Eliminated an average 50 concessionary renegotiation rate and boosted project bankability by leveraging sophisticated financial expertise deep knowledge of associated legal documents and key contract terms according to international project finance standards for a US 113 million 1 200 mixed income housing PPP project in Nigeria Leveraged well developed network in Nigeria to decrease market entry costs 17 and afford a U S micro power plant manufacturer faster time to market operational setup and procurement of its business and generator licenses Advised on Regulation 144A S private placement structure to support development of a 100 key resort and marina lifestyle for Viceroy Cartagena Columbia Structured and managed a South Korean conglomerate s bid for the provision of services in the Jeddah Metro Transportation Plan Company Name April 2007 to May 2009 Senior Associate Corporate Investment Banking City State Performed every aspect of transaction analysis and execution from day to day management of corporate finance transactions to closing over US 10 billion in financing including the US 8 5 billion private equity purchase of HD Supply by Bain Capital Partners Carlyle Group and Clayton Dubilier Rice Built complex ad hoc model demonstrating timeline of contractual backlog and revenue visibility to support the US 99 million private equity buyout of CyrusOne by ABRY Partners Identified and shared potential tuck in acquisitions with ABRY Partners that bolstered exit to Cincinnati Bell in excess of 3 3x Net ROIC Negotiated with clients and investors key transaction terms and associated legal documents including commitment papers bridge loan papers term sheets and credit agreements Transaction experience Augusta Sportswear Group Florida East Coast Hawkeye Group Modern Luxury Prince Minerals Production Control Services RailAmerica Selig Sealing Products and TravelCLICK Company Name April 2005 to April 2007 Associate Corporate Investment Banking City State Mastered a very sharp learning curve in SunTrust Robinson Humphrey s Investment Banking and Credit Training Leadership Program Successfully cross sold US 500 million of ancillary products including asset securitization private placements FX interest rate derivatives Eurobonds letters of credit and treasury solutions Transactional experience Bacardi B E Aerospace CSX Corp Duke Energy FPL Harris Corp HEICO Interline Brands Jabil Circuit Lockheed Martin Ring Power Corp Ryder TECO Energy Vulcan Materials Company Florida Rock Walter Energy and Watsco Education New York University 2014 Coursework Project and Infrastructure Finance City State U S A New York University 2013 Coursework Real Estate Finance and Development Construction Cost Estimating City State U S A Babson College 2011 MBA Finance City State U S A University of Florida 2005 Bachelor of Arts Finance City State U S A Skills Emerging Markets Infrastructure and Real Assets Advisory Strategic Business Development Project Management Procurement Agent Mergers and Acquisitions Domestic and International Experience
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FINANCIAL CONSULTANT Summary A challenging opportunity that will allow me to contribute and develop as a successful business partner leveraging my leadership analytical and relationship building experiences Experience 01 2010 to Current Financial Consultant Company Name City State Key point of contact and FP A responsibility for seven diverse and rapidly growing lines of business within Corporate Banking Full balance sheet and P L forecasting responsibilities on both balanced balance sheet and MMCOF levels Business level and roll up analysis around customer level and industry drivers roll on roll off analysis an extensive cross sell portfolio and loan deposit pricing Plan Budget coordination presentations and proposals to LOB and finance leadership Ongoing negotiation around performance improvement efficiencies and expected growth Automation of daily balance sheet reporting Plan templates dynamic balance sheet P L reconciliation tools VBA Macros SQL Contribution to bi annual stress testing efforts coordination Training of co workers business partners on balanced balance sheet and MMCOF methodologies Point of contact for key aspects of the Canadian Initiative helping to coordinate between domestic business groups and international partners 01 2008 to 01 2010 Financial Consultant Company Name City State Responsible for full balance sheet income statement analysis forecasting management reporting for Private Banking line of business consisting of a 43 billion deposit and 34 billion loan portfolio Key national business contact for regional and central management reporting business drivers pricing ALCO credit risk analytics and model development Ongoing Wachovia merger integration efforts Development of new reporting analysis tools within transitioning systems and amongst new finance partners Design and implementation of complex financial forecast models and tools for leadership and finance partners nationwide Hyperion Essbase Excel VBA MS Access Communication and presentations to various finance accounting and credit partners with very positive feedback from leadership and peers Automation and streamlining of time sensitive and resource demanding processes including daily monthly reporting production and forecasting efforts 01 2006 to 01 2008 Financial Consultant Company Name City State Supervised nine staff with constantly changing project goals and deadlines Responsible for quarterly financial statement and variance analysis for 13 billion commercial real estate portfolio Designed and developed database solutions for a rapidly growing portfolio queries pivot table reports Access forms user interfaces and workflow management Automated several processes resulting in greater group efficiency and accuracy Primary contact for quality assurance training database analysis and workflow guidance Modeling and high level trend reporting for budgeting vendor management and capacity planning purposes Project lead involving analysis training and communication with both domestic vendors and team members from Wells Fargo India Solutions 01 2004 to 01 2006 Financial Planning Analyst Company Name City State Supported Certified Financial Planner clients to establish individualized financial plans for retirement investment insurance long term care and small business needs Research modeling scenario analysis for clients financial planning presentations Headed marketing branding and website design projects for privately owned financial planning practice 01 2000 to 01 2001 Intern Company Name City State Researched potential lease sites and comparables for corporate clients Assisted in broker presentations and maintained client relations Education 2012 Masters Business Administration St Mary s College of California Business Administration 2004 B S Management Science University of California City Management Science 2004 B S General Biology University of California City General Biology Skills accounting Automation balance sheet Banking branding budgeting Budget bi capacity planning credit credit risk clients client relations database analysis database drivers Essbase finance Financial financial planning FP A forecasting forms Hyperion insurance leadership long term care Macros management reporting marketing Access MS Access Excel Modeling negotiation pivot table presentations pricing processes Project lead proposals quality assurance real estate reporting Research SQL trend variance analysis vendor management VBA website design workflow
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FINANCIAL ANALYST INTERN Skills Financial Planning Analysis Analytical skills Forecasting Portfolio Wealth Management Financial Reporting Business Analysis Financial Consulting Quantitative Analysis Market Research Financial Modelling Project Management Strategy Operations Risk Management Corporate Finance Global Finance Product Management Slabware Quickbooks Busy LS Microsoft Office Microsoft Excel Mutual Funds Alternate Investments Real Estate Funds Mortgages Consumer Loans Insurance Microsoft PowerPoint Microsoft Access Microsoft Outlook Experience 05 2017 to 08 2017 Financial Analyst Intern Company Name City State Augmented company profits by 25 by conducting a detailed financial analysis and refining the budgets and forecasts Analyzed company financial reports to make recommendations for revenue generation and cost reduction Reduced 30 costs by designing financial process tools and implementing pricing strategies for process improvement Spearheaded and led due diligence for Acue Marmonite s international projects in India identifying key risk factors and forecasting investment viability and educated the senior management about the project NPV Developed innovative financial tools to simplify Business Requirement Documentation BRD s which helped record keeping understanding client business and expanding client relationships 11 2015 to 07 2016 Manager Company Name City Retail Banking Affluent Business Amplified the high net worth client portfolio from USD 16 million to USD 18 million in less than 9 months Recommended customized product portfolios to high net worth clients through financial planning and investment analysis resulting in average client portfolio growth up to 27 Administered regulatory and procedural compliance to ensure adherence to proper accounting procedures Advised clients about global trade designing customer centric propositions for hedging and mitigating risk 09 2013 to 10 2015 Senior Advance Wealth Manager Company Name City Retail Banking and Wealth Management Increased total portfolio value by USD 5 million making it the largest in the region Assessed client s financial objectives and risk profiles identified investment opportunities and prepared customized recommendations for asset allocation Exhibited leadership capabilities by supporting training and mentoring a team of wealth managers Achieved highest personal loan sales figures for the year 2014 within the region 04 2012 to 08 2013 Deputy Manager Company Name City Enhanced portfolio value from USD 0 65 million to USD 1 05 million by acquiring new clients in the region Boosted portfolio growth by 18 by analysing high net worth client portfolios and advising tailed investment solutions Exceeded bank s budgeted portfolio growth expectations by 34 Carried out non resident operations in the branch and implemented the retail Foreign Exchange FX Rated in TOP 40 mortgage sales performers award PAN INDIA within 5 months of joining Axis Bank Fast tracked to the position of Senior Wealth Manager within 15 months of joining HSBC Received Dynamo award for outstanding performance and commitment to fairness and integrity HSBC Ranked first among wealth managers in the HSBC Delhi region Aug 14 Received Outstanding Performer award Ranked first for following Compliance and AML Practices for Operational Excellence in HSBC 2014 Education and Training Dec 2017 Master of Business Administration Financial Analysis and Investments University of Connecticut School of Business City State Financial Analysis and Investments STEM qualifying for 36 months OPT Vice President Marketing Finance for UConn Graduate Consulting Club Student Consultant and Team Lead to CT based Start up Winner of the Cigna Strategic Investment Case Challenge Jun 2010 Bachelor of Arts Economics Sri Venkateswara College University of Delhi City India Economics Skills accounting Analytical skills Banking budgets Business Analysis Consultant Consulting Corporate Finance cost reduction client clients designing Documentation due diligence senior management Fast Finance Financial financial analysis Financial Planning Analysis Financial Consulting financial planning financial reports Financial Reporting Forecasting Foreign Exchange Funds Insurance investment analysis Investments leadership Team Lead Market Research Marketing mentoring Microsoft Access Microsoft Excel Microsoft Office Microsoft Outlook Microsoft PowerPoint pricing strategies process improvement Product Management Project Management Quantitative Analysis Quickbooks Real Estate record keeping Requirement Retail Risk Management sales Strategy Strategic Wealth Management
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PROGRAM ASSISTANT Professional Summary Program Assistant with supervising experience and exceptional people skills Versed in Daxko Operations membership childcare Desires a challenging role as a Membership Coordinator Experience Program Assistant 07 2013 to Current Company Name City State Billing Finance to include Purchase Orders Childcare billing refunds and credits for different programs Well versed in Daxko Operations Assist in training supervising member services associates Assisted the Program Director with payroll and interviews for multiple programs Run weekly program rosters and reports Input member information and sell different programs File away CC statements and members information for various programs Review and approve financial assistance Email and mail out member invoices Answer incoming calls and emails about members accounts and programs Use varies office equipment ie Multi phone systems computers fax machines copy machines Ordered and distributed office supplies while adhering to a fixed office budget Managed office supplies vendors organization and upkeep Answered and managed incoming and outgoing calls while recording accurate messages Opened and properly distributed incoming mail Greeted numerous visitors including VIPs vendors and interview candidates Helped distribute employee notices and mail around the office Maintained a clean reception area including lounge and associated areas Screened all visitors and directed them to the correct employee or office Front Desk Customer Service 11 2006 to 12 2010 Company Name City State member services including but not limited to access to health and fitness center sales of membership and data entry Ensure that services are provided in a quality manner at all times Provide accurate information on activities and programs to members and participants Responsible for ensuring prompt and courteous service which is delivered to members participants Controls access to health and fitness facility Knowledge of all program areas to members and participants as well as ability to refer patrons to the correct staff member when needed Ensures that accounting and related procedures are followed for cash reporting and merchandise sales Data entry for service desk staff close out and deposits Attend participate in required monthly staff meetings Takes payments for programs and memberships Responsible for weekly and monthly reports Handle many tasks at one time under lots of pressure Answer multi line phones takes messages through email or hand written Make copies and also send out faxes Maintained a clean reception area including lounge and associated areas Helped distribute employee notices and mail around the office Greeted numerous visitors including VIPs vendors and interview candidates Answered and managed incoming and outgoing calls while recording accurate messages Directed guests and routed deliveries and courier services Managed office supplies vendors organization and upkeep Mortgage Document Clerk 03 2002 to 01 2003 Company Name City State Retrieving and Certifying Ginnie Mae Fannie Mae Freddie Mac and FHLB loans Create loan folders and dividers Audit new loans to loan schedule Input loans on Trust System and FiTech Empower Create new loan lists on Excel Update old loan lists weekly on Excel Answer and handle incoming calls pertaining to loan lists Finalize Ginnie Mae Fannie Mae Freddie Mac and FHLB loans Make copies for employees Logging in documents on log in sheet and system Input documents Empower and FiTech Sort and File away documents Janitor Clerk 11 1996 to 02 2001 Company Name City State Employee of the month September 1997 Recovered and organized all clothing records Supervised housekeeping and kept track inventory supplies for individual rooms Education High School Diploma 1996 IOWA PARK HIGH SCHOOL City State Certifications First Aid October 2013 American Safety Health Institute CPR AED Certification October 2013 American Safety Health Institute Emergency Oxygen Certification October 2013 American Safety Health Institute Skills Excellent communication skills Professional phone etiquette Customer service oriented Microsoft Office Excel Powerpoint Outlook Word Publisher AS400 Daxko Operations
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PRINCIPAL CONSULTANT Executive Profile A dynamic strategic leader that translates operations and business strategies into maximum profits commensurate with the best interest of shareholders customers employees and the community An expert in consumer and mortgage lending dedicated to enhancing profitability by streamlining operational platforms developing new markets drafting strategic lending initiatives growing a high quality loan portfolio and regulating and managing risk Extremely analytical and knowledgeable of mortgage banking compliance and regulations with proven track record of applying controls to manage risk Dedicated to maintaining a reputation built on quality service and uncompromising ethics Skill Highlights Mortgage Lending Retail Wholesale Lending Commercial Lending Agency Jumbo Financing Consumer Lending Indirect Lending Portfolio Management Streamline Operations Business Development New Market Expansion New Product Development Process Reengineering Multi Site Operations Regulatory Compliance Loss Mitigation Strategic Tactical Planning Project Management Team Recruitment and Leadership Risk Assessment and Analysis Mergers Acquisition Educational Seminars Professional Experience Principal Consultant January 2009 to Current Company Name City State Mortgage banking advisor specializing in developing and implementing business models to achieve successful streamlined mortgage platforms Areas of expertise include project management and production streamline operations loan analysis risk management and compliance programs often working in conjunction with companies such as Navigant Consulting New Oak Capital LLC Solomon Edwards Group Clayton Group and CC Pace Results Streamlined and improved the quality of the review process for the OCC Look Back Project as Senior Analyst while directing and managing one of the most productive and efficient teams of over forty file review staff completing in excess of 8 000 full file reviews of foreclosure bankruptcy and loss mitigation processes Developed a successful new risk management and quality control process which achieved a 55 decrease in documentation and policy errors resulting in loans being purchased and funded in less than half the time Facilitated an increase in monthly production from 12 million to 30 million in less than six months through leading the acquisition of warehouse lines and investors while transitioning company from broker to banker Chief Operating Officer January 2006 to January 2009 Company Name City State Director of all aspects of sales and operations for both retail and wholesale lending including underwriting closing post closing shipping secondary marketing loan servicing quality control risk analysis and compliance Managed all staffing development of marketing strategies and company direction in conjunction with the President CEO Results Increased closed loan production from 10 million to 25 million within six months of start date Reduced average loan closing time from 35 to 17 days by implementing a redesigned streamlined workflow Achieved a 37 reduction in monthly operating expenses by redeveloping and implementing new departmental and corporate budgets while simultaneously increasing production Senior Vice President January 2004 to January 2006 Company Name City State Directed sales and operations staff for retail wholesale and consumer direct platforms overseeing all sales processing underwriting secondary marketing loan servicing post closing and shipping Developed and implemented quality control processes marketing strategies and annual budgets Results led company to record year in new application volume and new loan originations 1 2 billion in 2005 Developed and implemented new product matrix which allowed maximization of marketing efforts and improved execution of bulk loan sales in secondary market Restructured operations workflow producing a significant decrease in loan turnaround times while reducing staff by 33 and increasing profitability in excess of 25 Created new empowered work environment which led to increased quality of staffing and employee morale across all departments Senior Vice President Regional Manager January 2002 to January 2004 Company Name City State Managed all aspects of mortgage loan operations including processing underwriting closing and post closing for 16 retail production centers from Massachusetts to Virginia encompassing 178 operations staff and direct interaction with 250 plus loan officers Key focus given to loan quality customer service staffing and budget forecasting Results Produced 250 million in monthly loan production Elevated troubled region to most profitable in company in 6 months while replacing 40 of management staff and 25 of line operations staff Achieved record level mortgage loan growth in 2003 Chief Lending Officer January 2001 to January 2002 Company Name City State Responsible for oversight of all lending portfolios including mortgage and consumer loan production loan servicing capital markets loan quality and compliance Led analysis and review of new products and programs including indirect lending opportunities Results Reduced closing timeframes by 50 by redesigning mortgage loan origination and workflow to enhance efficiency Improved profitability of loan sales into secondary market place by reengineering capital markets workflow Increased community awareness by conducting first time home buyer seminars for the local communities to educate new home buyers Senior Vice President Director of Strategic Projects January 1984 to January 2001 Company Name City State Directed and managed a staff responsible for providing leadership in the development and implementation of process improvement and new technology solutions for large cross division projects Direct accountability for department consisting of five vice presidents project managers and project budgets Selected and managed third party vendors Indirectly matrix managed approximately 150 employees Results Designed and implemented new workflow encompassing 4 business channels 5 departments and over 300 people Supervised Mers Mortgage Electronic Registration System implementation team that was recognized as an industry leader Senior Vice President January 1984 to January 2001 Company Name City State Wholesale Lending Portfolio Retention Managed sales operations and underwriting functions Accountable for loan volume loan quality income and expense management and overall profitability Managed network of 250 mortgage brokers Results Managed sales staff of 15 account representatives in 8 states responsible for developing new clients and servicing existing clients and staff of twenty seven operations and underwriting specialists Exceeded production and profitability goals for the region Created positive staff morale and eliminated employee turnover by redefining staffing needs and requirements Education Bachelor of Science Degree Finance Banking and Financial Institutions Economics IOWA STATE UNIVERSITY City State GPA Alumni of Alpha Kappa Psi Business Fraternity Finance Banking and Financial Institutions Economics Alumni of Alpha Kappa Psi Business Fraternity Interests Habitat for Humanity Ridgefield Conservatory of Dance Additional Information Community Volunteer at Habitat for Humanity Ridgefield Conservatory of Dance Skills Streamline Analyst Agency banking budgets budget Business Development capital markets closing Commercial Lending Consulting clients customer service directing direction documentation Financing focus forecasting Leadership Regulatory Compliance Director managing marketing strategies marketing Market Mergers Mortgage Lending mortgage loan mortgage loan origination network New Product Development Process Reengineering processes process improvement producing Project Management quality quality control Recruitment reengineering Retail risk analysis Risk Assessment risk management sales Seminars shipping Solomon staffing Strategic underwriting workflow
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PARTNER ACCOUNT MANAGER Executive Summary Over 6 years of customer facing management experience in managing Healthcare IT and Banking industry Managed teams of 15 to 20 members and projects involving cross functional teams to achieve organizational goals Core Qualifications MS Excel Project Word PowerPoint SAP R 3 SPSS Oracle SQL TOAD SalesForce CRM VISIO Professional Experience Partner Account Manager 04 2014 to 08 2014 Company Name Partner portfolio and revenue management Managed project with regard to the Customers product deployment in SaaS Platform Responsible to create partner Quotations license renewals and Service Addendums Resolving In service request through Jira and registering nodes and adding servers on SaaS Plaza platform Monitoring the Invoice and Billing on product renewals Setting up the Product demo environment for the Partners and their customers Assisted Partners with online training and educate them about the product usage in the cloud platform Client Account Manager 07 2011 to 12 2013 City Drive sales through Partners and Distributors Managed existing partners and generate revenues from them Conducting promotional activities and events for partners and Distributors and also encourage new channel partners through the events organized to understand the Program benefits Planning and implementing marketing and partner relations programs to increase partnership growth and retention Analyzing and identifying the ways to maximize the revenue through lead generation and Promotional events Handling Latin American Market and Accounts tagged to the territory for Premier and Elite partners Working together with Sales representatives to create Quotations license renewals and approve Deal registrations for the partners based on their Certifications and partner levels Creating awareness about the Partner benefit program in order to maximize the sales opportunity Managing quotations and the renewal proposals Relationship Manager 01 2010 to 05 2011 Company Name Customers acquisition in order to increase transaction book size Establishing alliances which would ensure steady stream of business referrals Increase Customer Profitability Used Oracle SQL to analyses the financial data related to the customer borrowings of funds Continue Professional development Lead Management System Managed Trade and Asset services of the customers Worked closely with a treasury department related to the hedging of funds Handling small and medium enterprise accounts with key focus on bottom line profitability by ensuring optimal utilization of available resources Conceptualizing and implementing competent strategies with a view to penetrate new accounts and expand existing ones for a wide range of Banking products services Managing a wide gamut of banking functions for small and medium enterprise accounts Managing Assets domain for the Corporate Clients with key expertise into corporate lending services Health Advisory Manager 05 2006 to 12 2009 Company Name Receive Service Request SR from the HealthCare clients Customers Analyze and study the SR thoroughly to ensure Compliance as per HIPAA and HCPC Provide customer support and assist internally to process Claims and Requests by inter departmental collaboration Analyzing customers financial accounts and provide statistical reports to optimize their revenue generation and management Generate financial customized reports using SQL and EXCEL for customers Trained customers on Product policies related to the Health and Accidental Coverages Managed cross functional team within the Organization to increase focus on new customers Managed customer centric operations pre and post implementation Assist Back office function related with regard to patient Scheduling Verification Monitored Clients data validation in accordance with the given code of conduct Education M S Information System Management Coleman University City State Information System Management Masterof Business Administration Marketing Symbiosis International University Accomplishments Received Thanks award for Best performer for two consecutive Months HSBC Received Thanks award for the third quarter for closing the biggest deal across HSBC Achieved annual revenue quota goals through sales and account management processes within territory CORPORATE SOCIAL RESPONSIBILITY Active participant in project Shapath the drive against Human Trafficking SCMHRD 2008 Languages English Spanish Skills Premier banking benefits Billing book Business Administration CRM Clients customer support English financial focus functional funds Latin Managing marketing Market MS Excel EXCEL office PowerPoint Word enterprise Oracle SQL policies proposals Sales SAP R 3 Scheduling servers Spanish SPSS SQL TOAD treasury validation view VISIO
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FINANCIAL AID SPECIALIST Summary Dedicated results oriented business professional experienced in customer service and financial aid administration Superior communication and training skills builds positive relations with internal and external clients Versatile problem solver who implements plans that exceed objectives Technically proficient in Sunguard s Banner and Ellucian s Datatel Colleague student information systems as well as Microsoft business applications Additional capabilities in Customer Service Budget Management Business Analysis Problem Resolution Productivity Improvements Process Enhancements Training Documentation Planning Organization Professional Experience Financial Aid Specialist January 2012 to Current Company Name City State Counsels and advises students concerning financial aid opportunities application processes and financial management strategies Educates students in the identification of all sources of financial aid available including the requirements and regulations within programs Successfully manages 30 000 annual childcare assistance budget Interprets implements and ensures the College is in compliance with state and federal agencies by maintaining a thorough knowledge of federal and state financial aid scholarship rules and regulations Determines eligibility and awards financial aid applicants utilizing various software packages This includes processing applications and corrections document tracking completing the verification process generating tracking and award notifications Develops and maintains effective working relationships with client customer in order to initiate facilitate and complete work in assigned student service program area Prepares updates and coordinates policies and procedures for administering the Federal Pell Grant North Carolina Community College Grants Education Lottery Scholarship and childcare assistance fund programs Performs research data collection and analysis of information and report writing Utilizes reconciles and manipulates data from different internal and external software Student Services Specialist Financial Aid Counselor January 2010 to January 2012 Company Name State Counsels prospective and enrolled students parents and community members on all aspects of financial aid Reconciles differences that arise between what was awarded and what the student is eligible to receive for state and federal student aid Communicates and works with employees to gain understanding of a commitment to set work standards processes and procedures Develops and maintains effective working relationships with client customer in order to initiate facilitate and complete work in assigned student service program area Performs research data collection and analysis of information and report writing Utilizes reconciles and manipulates data from different internal and external software systems Selected Accomplishments Achieved Financial Aid Employee of the Quarter for 3rd Quarter of 2010 for superior performance January 2007 to January 2010 Company Name City State Special Assets Adjuster 1 Minimizes delinquency rates on retail loans through successful negotiations and problem resolution with clients Improves processes in management of delinquent loans through thorough analysis preventing foreclosures charge offs and repossessions Updates management and branch lenders with regular reports on project progress and outcomes Ensures accurate up to date processing and documentation after review of loan services files Selected Accomplishments Contributed to a drop in delinquency from 9 98 to just 3 12 in 1 year through personal achievement and productivity enhancing suggestions such as starting with past 60 day notices first Doubled monthly collections goal exceeding 105 000 in December 2008 Selected to join a workflow analysis team documenting critical data surrounding daily activity Education and Training Bachelor of Science Business Administration Finance Management Information Systems 2008 UNIVERSITY OF NORTH CAROLINA AT PEMBROKE State Business Administration Finance Management Information Systems Affiliations Member National Association of Student Financial Aid Administrators 2010 Present Member Southern Association of Student Financial Aid Administrators 2012 Present Member North Carolina Association of Student Financial Aid Administrators 2010 Present Skills budget client clients data collection documentation Financial financial management Grants 98 works negotiations policies problem resolution processes Improves processes progress report writing research retail workflow analysis
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PLACEMENT AGENT DORADO BEACH RESORT Accomplishments GPA 3 6 4 0 NCAA ITA Varsity Scholar Athlete Award Winner Yale University Varsity Tennis Team Division 1 NCAA Recipient of Stuart B Ludlum Award 69 Skills Licenses Proficient in DBC Finance Municipal Bonds Argus Real Estate SNL Financial Bloomberg Capital IQ Thomson One Banker Factset and all Microsoft Office products expert in Excel FINRA Series 7 License Athletics Interests Marathon Running Tennis N Y Yankees N Y Giants Military History Politics and Traveling Professional Experience May 2014 to Current Company Name City State Organized and structured the Platinum Banking team of FirstBank Puerto Rico NYSE FBP Led the development of a private banking group dedicated strictly to Act 20 and Act 22 Tax Exemption Laws of 2012 clients that moved to Puerto Rico Led a team of experienced and motivated private banking professionals dedicated to serving Act 20 22 clients on all suitable financial needs Provide a broad range of services including business and individual deposit accounts commercial loans cash management services high yield accounts credit cards mortgages leasing OREOs and other resources available at the Bank Placement Agent Dorado Beach Resort January 2007 to January 2012 Company Name City State Representative Highlights Achieved 45 market share with over 200 clients in less than 1 year aggregate deposits of over 30 mm Achieved highest rank among officers in deposits accounts and cash management sales Platinum and Business Banking UBS Financial Services Incorporated of Puerto Rico Investment Banking Corporate and Public Finance Group San Juan P R Associate Director 2007 2012 Director 2013 2014 Created dynamic financial models including DCF tax credit analysis investment return analysis capitalization rate based and multiple based valuations for sell side and buy side advisory transactions Analyzed AFICA s new money and refunding debt as well as equity offerings for issuers including hotel and real estate developments financial institutions general industrials the Government of Puerto Rico and several of its authorities Assisted UBS Asset Managers of P R in the financial analysis for the issuance of structured products and mutual funds Executed as lead underwriter advisor or placement agent over 14 1 bn 3 1 bn and 428 mm in municipal corporate and mutual fund closed end or open end transactions respectively totaling 2 9 bn Municipal Debt Joint Lead Underwriter P R Sales Tax Financing Corporation Series 2008A 2009B totaling 1 9 bn Municipal Debt Joint Bookrunner Popular Preferred Stock Series B Tender Exchange to Common totaling 1 3 bn Corporate Equity Joint Lead Underwriter Triple S GTS IPO of 203 mm Corporate Equity Notes totaling 166 mm Corporate Debt Sole Underwriter P R AAA Bond Fund II and P R Fixed Income Fund VI IPOs totaling 65 mm Closed End Funds Aerostar Transition Director Arranged the transition and closing of the 40 yr private concession of Luis Muñoz Marin International Airport in San Juan P R to Aerostar for 615 mm UBS acted as Sole Advisor and Co Lead Arranger Summer Analyst 2005 Analyst January 2006 to January 2007 Company Name City State Advised Technology Media and Telecom clients on a wide range of potential transactions including mergers acquisitions private equity investments leveraged buyouts and capital raising Created dynamic financial models including standalone financing and operating models leveraged buyouts DCF and multiple based valuations investment return analysis merger and credit models Involved in all aspects of deal generation and implementation including coordination of business development execution of financial and strategic analysis and delivery of solutions in partnership with product groups Executed as lead underwriter advisor or placement agent over 4 3 bn in corporate transactions Representative Transactions Joint Lead Arranger to target company General Atlantic acquisition of Network Solutions for 800 mm M A Sole Financial Advisor to target company Comcast acquisition of Fandango for 200 mm M A Sole Bookrunner Churchill Ventures CHV IPO totaling 108 mm Corporate Equity Joint Lead Arranger and Joint Bookrunner Intelsat Senior Unsecured Term Loan of 1 0 bn Corporate Debt Education B A Economics and Latin American Studies 2006 Yale University New Haven City State US Yale University New Haven CT B A Double Major Economics and Latin American Studies 2002 2006 GPA 3 6 4 0 NCAA ITA Varsity Scholar Athlete Award Winner English Spanish 2002 Academia del Perpetuo Socorro High School City State US Academia del Perpetuo Socorro High School San Juan P R 1998 2002 Languages English Spanish native and Intermediate Brazilian Portuguese Certifications Banker Factset and all Microsoft Office products expert in Excel FINRA Series 7 License Languages Languages English Spanish native and Intermediate Skills Clients Credit Investment Banking Cash Cash Management Forecasting Municipal Sales Accounts And Associate Credit Analysis Financial Analysis Financial Services Its Management Sales Market Share Mutual Fund Mutual Funds Real Estate Award Ipo Business Development Corporate Transactions M a Solutions Telecom Commercial Loans Leasing Loans Middle Market Closing Exchange Fixed Income Sales Tax Argus Excel Finance Microsoft Office Ms Office Series 6 Series 7
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BRANCH MANAGER OPERATIONS MANAGER Summary Skilled at identifying customer needs and presenting appropriate company product and service offerings Demonstrated ability to address customer concerns analyze situational elements and provide effective responses and solutions Proficient skills to communicate orally and in writing Expertise in resolving escalated customer service issues Proficient with Microsoft Office Suite Knowledgeable and innovative finance sales and marketing professional whose success is based on integrity exceptional customer service efficiency and ambition Experience Branch Manager Operations Manager April 1973 to June 2000 Company Name City State I have taught a variety of banking related courses for adult continuing education classes affiliated with Alvernia College and Reading Area Community College I have 15 years of experience as the accountant business manager for Fleetwood Bible Church and was responsible for the management of a 500 000 annual budget Using Excel I created and maintained detailed financial accounting and reporting forms and documents I prepared all cash receipts and cash disbursements maintained and prepared financial statements for church board and congregation review and maintained all loan and deposit banking relationships I was responsible for payroll preparation for all staff taxes records federal filings I am proficient with Word and Excel and can quickly learn and use other software systems I also have had 26 years banking experience in the fields of credit investigation and approval and branch management Assistant to the manager of the retail loan credit department reviewed incoming loan applications to verify accuracy and compliance with both bank and government procedures and regulations supervised the credit investigation process to maintain appropriate verifications and documentation responsible for the review and approval of the completed applications attended settlements as the bank representative to provide professional customer service to new mortgage customers and realtors served as the bank s representative for PMI providers settlement agents realtors and bank customers monitored bank s procedures and practices for compliance with secondary market requirements worked on support group that prepared a mortgage how to manual to be used as a reference for all bank loan originators and processors to provide step by step direction for various mortgage types including conventional construction investment and government loans for several mid size branches new business development collection and review of required credit documentation for commercial customers analysis and review of these commercial accounts Ensured staff provided excellent customer service for both potential and existing bank customers Claims Arbitration Specialist January 2007 to January 2015 Company Name City State review and analyze unsettled claims to determine suitability for submission for arbitration investigate facts of loss evidence and documentation to understand claim occurrence prepare contentions and evidence to present to Arbitration Forums to demonstrate most effective and compelling case for insured s interest and complete all on line documentation and filing requirements review and respond to all electronic and mail communications concerning arbitration submissions amend and respond based on counterclaims presented by the third party carrier prepare and provide any additional documentation required provide instruction and coaching to claims handlers on various aspects of arbitration procedures and requirements prepare monthly reports for management concerning arbitration submissions amendments and decisions communicate with policyholders to provide current status of claim processing as well as address potential decisions and outcome RESULTS Exceeded projected production goals for claims analyzed and arbitration cases submitted 27 submissions per week Surpassed successful arbitration decision results compared to corporate colleagues and industry standards Applicant cases 59 Respondent cases 55 Serve as job shadow contact for new arbitration specialists Provide overview and instruction for claims handlers needing improved knowledge of arbitration procedures and practices Claims Subrogation Supervisor May 2005 to March 2007 Company Name City State oversee seven claim handlers and provide instruction coaching and supervision to promote optimal performance by direct reports and to assure excellence and competence in customer service provided determine team objectives and formulate implement actions to encourage performance and development of team members review and assign subrogation files as appropriate serve as one level up contact for customers requiring enhanced skill and handling prepare weekly and monthly reports for management concerning performance of staff completion of goals objectives and solutions to problems work together with other supervisors managers for development of departmental objectives and resolution of issues concerning broader aspects of the team and department functions provide support to other teams and new hires Subrogation Claims Representative April 2002 to May 2005 Company Name City State Review and analyze assigned claims to determine required actions for subrogation communicate with customers and other insurance carriers to negotiate and produce the most effective settlement and to provide appropriate representation for the company cooperate and coordinate with other team members on related claims and other team related issues provide input for disputed resolution of issues involving my team as well as wider departmental concerns Office Supervisor Bookseller April 2001 to April 2002 Company Name City State supervise all cash operations of the store prepare cash registers for daily operation reconcile sales reports with cash totals prepare daily bank deposits monitor and prepare staff time card submissions anticipate and meet customers needs and provide professional helpful service be familiar with inventory store layout and procedures to anticipate and provide superior customer service in all areas of the store Education Bachelor of Arts Psychology 1973 Kutztown University City State USA Psychology Interests Professional Claims Adjuster s License University of Florida Orlando Florida Continued Additional Information Professional Licenses and Affiliations Professional Claims Adjuster s License University of Florida Orlando Florida Continued Skills accountant Arbitration banking budget cash receipts cash registers coaching credit customer service excellent customer service customer service direction documentation filing financial accounting financial statements forms government instruction insurance inventory layout market Excel mail Word new business development payroll processors Reading reporting retail sales reports settlements shadow supervision taxes
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ASSISTANT VICE PRESIDENT Highlights MS Office Suite Markit Cass II Brokerage System HP Quality Center Impact Pegasystems Bloomberg Reuters Dodd Frank FATCA EMIR ISDA CHIPS SWIFT Experience Assistant Vice President February 2013 to Current Company Name City State Oversaw the domestic migration of the Post Trade Confirmation function which included the training and management of a team of 11 in the drafting of our structured rates and credit products in accordance to ISDA Standards and in adherence to Dodd Frank CFTC EMIR Liaise with Legal Credit and Sales Trading teams on the negation and execution of MCAs for our high volume and complex clients Create and review documentation templates for newly created bespoke products while resolving client language disputes discrepancies Manages various DFX project initiatives intended to implement strategic solutions to standardize client operations increase efficiency mitigate operational risk and satisfy regulatory requirements Represents Barclays on International Swaps and Derivatives Association industry working groups that discuss industry trends and changes Corporate Banking Global Payments Risk Control Project Management Managed a large global in sourcing project which resulted in a multi million dollar cost savings for the firm project includes facilitating UAT and Regression Testing New Hire training and Post Migration Analysis and Reporting Screened Investigated all financial transactions and messages which have potential violations of OFAC Sanctions AML Regulations Assisted in the rejection blocking of financial transactions which have been deemed in violation of regulatory and or internal policy Created Daily MIS Reporting for Senior Management and actively participated in Weekly Management Governance Meetings Middle Office Analyst May 2006 to February 2013 Company Name City State Provided Portfolio Management Support for JPMorgan Credit Executives within the Corporate Financial Institution Group portfolio Performed analysis on client financial statements and fund prospectus prepared reports around net asset values fund performance and large variance metrics as it related to IB client risk profile Assisted in the Client Annual Review Process and ensured process was completed in accordance to JPM Internal Risk Policies Monitored client trading activities and outstanding exposure profile created resized credit lines as necessary and reported subsequent trading violations to Credit and Compliance Officers for review Participated in the planning implementation and testing of system enhancements to the Credit Infrastructure applications Executed Credit Rapid Exposure Drill RED on all financially distressed clients which reduced mitigated credit risk to JPMorgan Investment Banking Derivatives Senior Analyst Supervised a team of 5 individuals and acts as the first level of escalation for any settlement and client service related issues Confirmed and Processed pre settlement exceptions for approximately 7500 cash flows on an annual basis for derivative products Provided operational support and analysis on a large derivative processing exercise enabling the PPB trading desks Risk Weighted Average to decrease by 1billion Executed risk analysis on cash flow breaks through the prioritization of aged outstanding items and the production of subsequent MIS which ensure the firm is in compliance with the SOX Act Investigated settlement breaks and assisted the swaps rates accounting team in the reconciliation of JPMorgan derivative accounts Resolved all external client inquiries and provides exceptional service in adherence to strict internal SLAs industry standards Project Analyst Company Name Developed Business Process Models and Operating Models for the future integrated state of JPMorgan s US Securities Platform Coordinated a dynamic UAT testing plan that manages the execution of thousands of UAT test scripts from the various core operations groups while effectively tracking project benchmarks milestones and critical issues Performed gap analysis between heritage JPM and heritage Bear Stearns procedures to eliminate potential gaps in operational procedure reducing the risk of negative client impact post conversion Managed the Air Traffic Control function for various conversion integration efforts within the JPMC Fixed Income Listed Options business Created forecast models and project plans for various Fixed Income Listed Options departmental initiative Education Licensed Pennsylvania Real Estate Agent Honors Certificate April 2013 Temple University Real Estate Institute May 2007 University of Maryland City B S Finance Robert H Smith School of Business Finance Interests Greater Life Christian Center Treasurer Trustee January 2012 Present Co Captain of JPMorgan Recruiting Team for University of Maryland College Park August 2007 February 2012 Manage the End to End recruiting and hiring process at Univ of MD for both full time analyst and interns Philadelphia Youth Network PYN Mentor Seminar Facilitator Young Friends of PYN June 2005 November 2007 Additional Information HONORS National Society of Collegiate Scholars Deans List and Primannum Honor Society LEADERSHIP EXPERIENCE Greater Life Christian Center Treasurer Trustee January 2012 Present Co Captain of JPMorgan Recruiting Team for University of Maryland College Park August 2007 February 2012 Manage the End to End recruiting and hiring process at Univ of MD for both full time analyst and interns Philadelphia Youth Network PYN Mentor Seminar Facilitator Young Friends of PYN June 2005 November 2007 Skills accounting Analyst Banking Bloomberg Business Process cash flow conversion Credit credit risk Client clients Derivatives documentation drafting Senior Management Financial financial statements Fixed Income HP Investment Banking ISDA Legal Meetings MS Office Suite Migration MIS Policies Project Management project plans Quality Real Estate Reporting Reuters risk analysis Sales Securities scripts strategic structured Swaps SWIFT
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OPERATIONS MANAGER Summary My goal is to utilize my 20 years of banking experience and education in business management and human resources in order to expand on my management experience Skilled in financial reporting account balancing and reconciliation project management and analytics Highlights Quantitative analysis metrics Account reconciliation balancing Complex problem solving Staff leadership and development Expert in MS Office Suite Conflict resolution Strong interpersonal skills Procedure development Experience Operations Manager October 2011 to Current Company Name City State Manage the daily functions of Real Estate and Oil Gas and Mineral AP accounts payable and AR accounts receivable transactions Manage a team of 15 staff members who perform duties across multiple lines of business Conduct employee performance reviews and individual development plans for success Daily and monthly account reconciliation of internal house suspense accounts Accurately document and report items out of SLA to senior management with correspondence to field partners Provide training to team members on job responsibilities and cross train opportunities Research and resolve complex variances Review daily work for quality control and errors Conduct year end tax 1099 and 1098 statements for Real Estate Assets and Loans Personal Banker Business Champion July 2007 to October 2011 Company Name City State Profile and analyze clients financial situation in order to provide a proper recommendation of bank products and services Coach teller line to send over referrals to bankers to achieve sales goals Interact with clients and bank personnel on a daily basis in order to reach branch team and individual goals Originate applications for personal mortgage and business loans to meet customer needs Exceed sales goals by maintaining a strong book of business Provide hands on system training for new bankers Oversee daily operations of branch compliance regulations Wealth Management Group Relationship Associate III June 2004 to May 2007 Company Name City State Provide administrative support to Private Bankers Financial Consultants Trust Advisor s and Investment Bankers to ensure all client needs are met with the highest quality of service Assist Private Banker in the management of their book of business which held over 180 clients Account reconciliation of Private Banking general ledger accounts Submit large commercial and consumer loan applications schedule appraisal appointments order loan documentation assist clients with the closing of loan requests and ensuring that all documents are properly recorded Receive incoming client contacts and handle client request and inquiries in a timely and efficient manner Identify client needs and revenue enhancement and cross sell opportunities Prepare Personal Financial Statements for clients annually and request updated tax returns to maintain client files Maintain accurate record of incoming personal client information via excel spreadsheets Deposit Risk Operations Fraud Manager June 2001 to June 2004 Company Name City State Perform complex research and quick shot analysis on suspected fraud accounts Managed a team of 12 fraud analysts in the daily process and review of suspicious account activity and new account fraud Provide job training facilitated team meetings and participate in associate development and reviews Avert over one million dollars in potential loss to the bank Recruit and conduct interviews for open analyst positions Cross train new employees on fraud database systems Create monitor and process database and paper files using MS Access and Excel Maintain statistics and prepare month end reports Provide support for special projects analysis and presentations Restrict customer accounts for Customer Identification Policy compliance Place foreign currency orders and balancing general ledger accounts to ensure accuracy of currency received and disbursed Monitor work flow and staffing needs to ensure service levels and deadlines were met Daily assignment of job duties create and maintained department work schedules Education Bachelors of Business Management Human Resources University of Phoenix University of Phoenix Bachelors of Business Management with a Minor in Human Resources Skills Software Applications PeopleSoft Commercial Electronic Office FileNet Hogan Microsoft Outlook QuickBooks SEI Trust 3000 Trust Real Estate Management System Trust Mineral Management System SharePoint Kronos LexisNexis Lotus Notes Computer Skills Proficient in Microsoft Excel Word PowerPoint Publisher Access 12 000 KSPM ten key Accurate typing 75 WPM Professional Skills Strong analytical skills ability to effectively multi task dependable outstanding customer service skills leadership skills excellent problem solving skills
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DIRECTOR VENDOR SERVICES AND COMPLIANCE Summary Extensive experience in human resources account management business architecture project implementation and director level operations Ability to display outstanding interpersonal skills keen analysis problem solving and team approach to meet the demands of clients and stakeholders Highlights Strong Task Management Skills Benefits and Payroll Administration Implementation Change Management Analytical Strong Interpersonal Skills Contract Negotiation Evaluation and Compliance Innovative Problem Solving Strong Written and Verbal Communication Reporting and Documentation Experience Director Vendor Services and Compliance October 2015 to Current Company Name City State Analyze requirements and produce solutions in accordance with best practices in employment and human resource law as it relates to independent consultants contractors and temporary labor Architect solutions that exceed program objectives through in depth analysis of business requirements Facilitate discovery of business information and processes to uncover potential areas of risk Selected to lead the management of program implementation including project initiation planning execution and closure Develop and manage project schedules and deliverables and report on status and results Coordinate activities and meetings internally and with stakeholders to analyze business requirements and solicit feedback Conduct detailed workflow and business reviews to monitor project results and control resources Audit data and systems to ensure a thorough understanding of processes and internal policies Continually evaluate programs to improve process system and people efficiencies Prepare metrics and recommendations to present at Quarterly Business Reviews Team Manager October 2008 to December 2010 Company Name City State Responsible for a team of Human Resource Specialists Business Managers Manage programs to ensure account satisfaction and operational delivery of defined objectives Develop effective relationships with key stakeholder involved in client programs Screen and hire senior level professionals as well as coordinate orientations Actively train mentor and consult new employees hired by the company Conduct regular feedback and planning sessions for employees to meet career path objectives including professional development coaching Evaluate and adjudicate independent contractor compliance assessments Provide risk analysis and assessment by identifying potential areas of concern and ensuring programs are being administered as agreed upon Negotiate master service agreements and individual consulting contracts Human Resource Specialist Business Manager November 2006 to October 2008 Company Name City State Educate and communicate regarding complex human resource legal financial and system transactions Administration of benefits including retirement profit sharing medical dental life and disability insurance Oversee invoicing payroll expense processing and reconciliation for assigned accounts Work with independent contractors and vendors to perform compliance assessments Audit and reconcile online reports to guarantee accounts accurately reflect business goals Provide operational business support and a high level of customer service to an assigned group of professionals working domestically and internationally Serve as an advocate internally to ensure outstanding issues are managed and resolved promptly Establish and maintain positive working relationships through developing credibility and report Relationship Banker August 2004 to October 2006 Company Name City State Proactively initiate develop and manage long term profitable relationships Manage existing client relationships to identify future needs and consultatively address them Profile prospects and clients to indentify additional financial needs and refer to appropriate financial partners Deliver superior quality service in person or by phone such that client needs are met on a consistent positive basis Responsible for preparing weekly and monthly reports on employee and branch status in several aspects of banking Hold meetings weekly with employees on knowledge of current products sales meetings and on satisfying client needs Oversee and participate in daily operational function of branch teller area while responsible for delivery of superior quality service while adhering to corporate regulatory and audit guidelines Ensure timely and efficient completions of client transactions by teller staff while acting as a service leader for branch personnel Proactively encourage the sales quality referral process of branch teller staff Consistently met monthly sales goals Recognized by Regional President for 100 score by mystery shopper Director Enterprise Solutions January 2011 to September 2015 Company Name City State Analyze requirements and produce solutions in accordance with best practices in employment and human resource law as it relates to independent consultants contractors and temporary labor Architect solutions that exceed program objectives through in depth analysis of business requirements Facilitate discovery of business information and processes to uncover potential areas of risk Selected to lead the management of program implementation including project initiation planning execution and closure Develop and manage project schedules and deliverables and report on status and results Coordinate activities and meetings internally and with stakeholders to analyze business requirements and solicit feedback Conduct detailed workflow and business reviews to monitor project results and control resources Audit data and systems to ensure a thorough understanding of processes and internal policies Continually evaluate programs to improve process system and people efficiencies Prepare metrics and recommendations to present at Quarterly Business Reviews Education MPA Human Resource Management January 2012 George Mason University City State Human Resource Management BA Organizational Communication May 2006 George Mason University City State Organizational Communication AS General Studies May 2004 Northern Virginia Community College City State General Studies Skills account management approach Architect banking Benefits Change Management coaching Strong Interpersonal Skills interpersonal skills consulting contracts Contract Negotiation client clients customer service delivery Documentation financial Human Resource human resources insurance invoicing law legal director Management Skills meetings mentor Payroll personnel policies problem solving processes improve process profit program implementation quality Reporting risk analysis and assessment sales phone Verbal Communication workflow Written
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BRANCH BANKER III Accomplishments Maximize sales volume Maintain visual presentation standards that are consistent with division philosophy and direction Demonstrate effective written and verbal communication skills Assist in recruiting training and developing Sales Associates Develop proficiency in all operational policies and procedures Manage time and prioritize tasks CUSTOMER SERVICE SALES Ensure customer service is the 1 priority Effectively supervise the sales floor to ensure customer associate awareness at all times Understand and create awareness of the factors to impact sales volume LEADERSHIP Motivate and develop associates to meet goals objectives Clearly delegate activities and follow up on all direction Demonstrate teamwork with in store and company Take initiative and use sound judgement Lead by example PERSONNEL Demonstrate professional image and conduct Follow specific divisional dress code policy Ensure that store staff is treated professionally courteously and respectfully Involve store staff in accomplishing store goals Take an active role in own development Communicate staff concerns to management Support all company management decisions OPERATIONS Execute and follow up on all operational policies procedures and directives Execute and follow up Inventory Shrinkage Improvement Program Ensure accuracy in all paperwork VISUAL PRESENTATION Maintain store appearance to reflect division standard Replenish merchandise on a timely basis Have knowledge of the store merchandise Have knowledge of sales floor and stockroom organization Keep management informed of all merchandise related issues Executes markdowns and re merchandise as needed POS set up is timely and effective Executes and maintains divisional marketing directives Interpret and execute floor plans and guidelines Professional Summary My objective is to continue to move up within BB T I have been a Relationship Banker with BB T since January 2006 I was promoted from Relationship Banker I to a Relationship Banker II in January 2012 My long term goal is to work my way into our training department and helping new hires learn about BB T I am very passionate about BB T and love working here Skills Team leadership Self motivated Strong verbal communication Positive Attitude Strong work ethic Excellent Customer Service skills Work History 01 2006 to Current Branch Banker III Company Name City State Proactively initiate develop and manage long term profitable relationships Manage existing client relationships to identify future needs and consultatively address them Profile prospects and clients to identify additional financial needs and refer to appropriate financial partners Deliver superior quality service in person or by phone such that client needs are met on a consistent positive basis Serve as primary contact for new account openings and cross sale of other products and services to clients and prospects Proactively and reactively contact clients and prospects daily by phone or in person to identify additional client financial needs and strengthen client relationships Support team sales process by acting upon or referring identified client needs to other lines of business including but not limited to retail loan mortgage investments private banking insurance small business merchant services and other areas Participate in team sales efforts such as team call nights sales meetings and debriefs Employ BB T supported sales techniques and processes whenever possible to better serve the client and branch team Serve as contact for client problem resolution and perform maintenance for current clients as dictated by the needs of the office Serve as contact in responding to client and non client service inquiries as dictated by the needs of the office Support team service process by participating in team service efforts such as service meetings Must adhere to all BB T Policies and Procedures security guidelines banking regulations and internal control procedures Responsible for attending applicable training classes and completing computer based training etc Stay abreast of all changes in policies and procedures to ensure compliance with current guidelines 07 2005 Customer Account Specialist Company Name City State Provide customer service by greeting assisting and soliciting persons entering the office or on the telephone Meet personal performance goals through handling complete loan cycle Receive and process credit and employment verifications and records information obtained Perform routine transactions at an on line terminal Process payments and disbursements Prepare reports type correspondence and transactions documents maintain files handle mail notarize documents and handle recording and filing 10 2004 Financial Services Reprsentative Company Name City State Provide a superior client service experience while assisting in and supporting all aspects of service and sales related activities in the branch Develop new and strengthen expand existing personal and business client relationships through daily client relationship management providing financial solutions that meet clients needs and goals penetrating all product and service lines Provide financial solutions that meet clients needs and objectives using sales activities to include conducting consultative conversations online charts teleconsulting and making referrals when appropriate Support the efforts and goals of the branch team through personal sales of a wide variety of SunTrust Bank s products and services and use of referrals as appropriate across lines of business Provide service excellence perform routine client maintenance requests problem resolution and basic sales functions Commit to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients Perform Teller functions as required Ensure compliance with internal controls operational procedures and risk management policies Pursue on going education of SunTrust products services and other lines of business Additionally Financial Services Representatives FSR in In Store locations are responsible for service and sales to include in store prospecting and assisting clients on platform and teller transactions Responsible for ensuring that all business transactions and practices in the individual s span of control comply with all regulations and the SunTrust Code of Conduct 01 2003 to 10 2004 Floor Supervisor Company Name City State Floor Supervisor is an entry level management position A Floor Supervisor shares in the responsibility for the overall performance the store and assists Store Management with generating sales potential recruiting and developing staff maintaining store appearance controlling expenses and shortages Welcomed customers into the store and helped them locate items Handled all customer relations issues in a gracious manner and in accordance with company policies Identified potential shoplifters and alerted management Cleaned and organized the store including the checkout desk and displays Alerted customers to upcoming sales events and promotions Stocked and replenished merchandise according to store merchandising layouts Priced merchandise stocked shelves and took inventory of supplies Trained and developed new associates on POS system and key sales tactics Instructed staff on appropriately handling difficult and complicated sales Counted cash drawers and made bank deposits Education August 1999 High School Diploma Eastgate Christian Academy City Skills banking basic c charts credit client clients customer service filing Financial insurance investments meetings mail office Policies problem resolution processes quality maintain files recording recruiting relationship management retail risk management Sales staffing Store Management Supervisor telephone phone type
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PROJECT MANAGER AND TECHNICAL IMPLEMENTATION Career Overview Contribute my knowledge to the institution willing to learn new skills and take on new challenges in it Ensuring commitment efficiency and quality in the roles assigned to contribute to the achievement of strategic objectives outlined by the institution Systems architect with expertise in requirement gathering and analysis architectural component and interface design and development for AS 400 applications in multiples domains Qualifications AS 400 Administrator Excellent problem Solving abilities Project Manager Web Application Security AS 400 Setting goals and objectives QA Tools Enterprise Technologies System Upgrade Migration Back up Management and Teamwork Data Backup and retrieval AS 400 Prioritization Tasks Clear Quest SharePoint Product Template RPGLE ILE Technical Specifications Creations COBOL 400 Strong knowledge of ITIL CL 400 Integration across IPC Incident Problem Change Management Utility Query and SQL ALDOM ACCES Adaptation Model Ethical Management Analyst Programmer Well Tracking Management Development of departmental budgets Coaching and effective delegation of tasks Excellent Communication Skills Decision Making and conflict Manage multiple tasks simultaneous Ability to perform hands on work team Management of meeting and time production Technical Skills Skills Experience Total Years Last Used IT Project Manager Analyst AS 400 Administrator 13 2016 Accomplishments Implementation Core banking AS 400 Company FISERV Upgrade Core banking Work Experience Project Manager and Technical Implementation Apr 2003 to Mar 2015 Company Name City Project Manager AS 400 CORE BANKING AS 400 Established compatibility with third party software products by developing program for modification and integration Developed and implemented complex Internet and Intranet applications on multiple platforms Coordinated with systems partners to finalize designs and confirm requirements Provided continued maintenance and development of bug fixes and patch sets for existing web applications Diagnose and troubles hooted UNIX and Windows processing problems and applied solutions to increase company efficiency Provided documentation on start up shut down and first level troubleshooting of processes to help desk staff Implemented company polices technical procedure and standards for preserving the integrity and security of data report and access Designed strategic plan for component development practices to support future projects Organized and created shooting schedules for graphic design team supervising the progress of projects from production to post production Developed work flow charts and diagrams to ensure production team compliance with client deadlines Supervised and provided direction for six technical direct reports regarding network activities Recommended network security standards to management Provided methodologies for object oriented software development and integration solutions Recommended architectural improvements designs solutions and integration solutions Developed data architecture design to enable analysts to perform targeted customer analysis Weekly monitoring of the project Technical Project Manager Jun 2015 to Feb 2016 Company Name City Banco del Reserva Dominican Republic DR Ensured network system and development of bug fixes and patch sets for existing Web applications Established compatibility with third party software products by developing program for modification and integration Coordinated with systems partners to finalize designs and confirm requirements Provided continued maintenance and development of bug fixes and patch sets for existing web applications Provided documentation on start up shut down and first level troubleshooting of processes to help desk staff Implemented company polices technical procedure and standards for preserving the integrity and security of data report and access Built application platform foundation to support migration from client server product line to enterprise architectures and services Designed strategic plan for component development practices to support future projects Organized and created shooting schedules for graphic design team supervising the progress of projects from production to post production Designed SharePoint master page and page layout serving as company s main SharePoint support for all technical complications Consistently met deadlines and requirements for all production work orders Supervised and provided direction for six technical direct reports regarding network activities Advocated for end users to perform testing and problem analysis for server desktop and IT infrastructure work Provided methodologies for object oriented software development and integration solutions Recommended architectural improvements designs solutions and integration solutions Weekly monitoring of the project Proposed technical feasibility solutions for new functional designs and suggested options for performance improvement of technical object RESPONSIBILITIES BASIC Project Manager Company Name Define the scope of the project in collaboration with senior management Create a detailed work plan which identifies and sequences the activities needed to successfully complete the project Determine the resources required to complete the project Execute the schedule for project completion that effectively allocates the resources to the activities Follow up on objectives and measures upon which the project will be evaluated at its completion Execute the project according to the project plan Monitor the progress of the project and make adjustments as necessary to ensure the successful completion of the project Execute the communication schedule to update stakeholders including appropriate staff in the organization on the progress of the project identified by lead PMs Review the quality of the work completed with the project team on a regular basis to ensure that it meets the project standards Ensure that the project deliverables are on time within budget and at the required level of quality Evaluate the outcomes of the project as established during the planning phase Provide guidance and direction to the program and other teams involved Support issues resolution and delivery across department teams Create and present executive level documentation for use in program status and communications Support program project management routines Education and Training High School Diploma 2003 Juan Pablo Duarte City Skills AS 400 Administrator Project Manager Web Application Security AS 400 Setting goals and objectives QA Tools Enterprise Technologies System Upgrade Migration Back up Management and Teamwork Data Backup and retrieval AS 400 Prioritization Tasks Clear Quest SharePoint Product Template RPGLE ILE Technical Specifications Creations COBOL 400 Strong knowledge of ITIL CL 400 Integration across IPC Incident Problem Utility Query and SQL Change Management ALDOM ACCES Adaptation Model Ethical Management Analyst Programmer Well Tracking Management Development of departmental budgets Coaching and effective delegation of tasks Excellent Communication Skills Decision Making and conflict Manage multiple tasks simultaneous Ability to perform hands on work team Management of meeting and time prod
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ASSISTANT OPERATIONS MANAGER Summary Experienced professional with a successful career in banking Organized highly motivated and detail directed problem solver Possess excellent interpersonal analytical and organizational skills Excels within highly competitive fast paced environments where leadership skills are the keys to success An effective manager with the skills necessary to direct train and motivate staff to its fullest potential Self starter and tasks oriented and ability to manage multiple tasks Excellent written and verbal communication skills and proficient in excel word outlook and access Experience 04 2013 to Current Company Name City State Treasury Management Liaison Act as liaison between customer and Treasury Management Sales Consultant Prepare Treasury Management Work Orders using the Treasury Management Implementation Automation system TMIA and Technical Assistance Requests Monitor and track implementation to avoid stalled or inactive implementations Assist the Treasury Management Consultant with gathering additional details for the setup and maintenance of Treasury Management products including but not limited to internal and external customer contact Prepare and review Treasury Management agreements Under Treasury Management Consultant direction prepare distribute and collect customer legal agreements for clients signatures Validate Treasury Management agreements for accuracy to include signature verification and submit to Treasury Management Agreement Housing TMAH for processing Coordinate and submit exception pricing requests for Business Banking Ability to work with a high level of independence under general supervision Ability to independently research and resolve issues regarding implementation escalate issues as appropriate Keep abreast of product lines internal policies and procedures and external regulations that may impact assigned area Citibank Account Reconciliation Processing Englewood Cliffs New Jersey 07 2002 to 06 2011 Assistant Operations Manager Oversee daily operations of the department of 15 staff members Team leader for testing new software for startup of new department with regards to client implementation which resulted in a seamless transition to software upgrade Escalated and resolved customers issues and complaints on operational matters Assisted the manager in recruiting diligent professionals dedicated to high values of service and performance Designed and coordinated in developing proper training programs for the employees of the organization for enhancing their efficiency Handled all queries and client feedback in a professional manner Supported manager in performing management functions such as staffing training and expanding business plans Oversee reconcilements are done on a timely and accurately basis Work with Implementation Managers and Relationship Managers on account setups Assist with testing of new products Liaison between clients IT client service and customer service 06 2001 to 06 2002 Item Fraud Coordinator Company Name City State Supervise 10 staff members Conduct transaction activity reviews and client relationships to determine financial risk to the organization Review and research all items referred Contact clients to determine validity of check item presented if deemed suspect Identify unusual transaction behavior patterns on clients accounts Access and utilize all system available SignPlus NCIS and Check Vision CUSTOM FileNet to locate Information needed in order to complete a thorough analysis of suspect items Inform client and Financial Center of fraudulent activity incorrect Advise and direct Financial Center associates of action to be taken on client s account when fraud has been detected Proven record of saving a client a substantial amount of money by identifying and alerting upper management and Fraud Department of fraudulent activities in their account Prepare and submit daily MIS for 10 staff 05 2000 to 06 2001 Bank Teller Company Name City State Accept cash and checks for deposit and check accuracy of deposit slip Process cash withdrawals Perform specialized tasks such as preparing cashier s checks personal money orders issuing traveler s checks and exchanging foreign currency Perform services for customers such as ordering bank cards and checks Receive and verify loan payments mortgage payments and credit card payments Record all transactions promptly accurately and in compliance with bank procedures Balance currency cash and checks in cash drawer at end of each shift Answer inquiries regarding checking and savings accounts and other bank related products Attempt to resolve issues and problems with customer s accounts Initiate and open new accounts Explain advise on and promote bank products and services to customers Cross sell banking services and products to customers Education 5 2000 Bachelor of Science Montclair State University City State Skills Account Reconciliation Automation Balance banking business plans cashier Consultant credit client clients customer service direction FileNet Financial Team leader legal Management Consultant Access money MIS NCIS policies pricing recruiting research Sales staffing supervision Technical Assistance training programs Treasury upgrade Vision
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QA TEST ANALYST Profile Seeking a position as Manual Software Quality Assurance Analyst 4 years experience as a Quality Assurance Analyst dealing with various levels of testing such as Functional Regression System User Acceptance Performance testing and Smoke testing Experience testing applications based on different architectural platform such as Client Server Web Based and SAAS Industry experience in Finance Banking Retail and Health Care Well Versed with Agile Agile Scrum Waterfall and V Model methodologies Experience communicating and dealing with different stakeholders to meet the deliverable Experience with creating Test Plan developing Test Scenarios and executing Test Cases and logging Defects Well Versed in Software Development Life Cycle SDLC Software Testing Life Cycle STLC and Defect Management Life Cycle DMLC Experience working with QA teams both offshore and onsite while communicating the client s requirements and expectations to execute the QA process smoothly on various projects Able to effectively communicate both verbally and in writing using English Hindi and Urdu Experience doing Root cause analysis RCA on issues and identified defects to improve Product Quality Experience in backend database testing by writing SQL queries to extract data for validation Developed and maintained appropriate metrics to maintain quality control in the development process Quick learner and can easily adapt to different responsibilities and technologies Team player as well as ability to work independently and a self starter Strong analytical skills combined with effective communication organizational skills and planning ability Able to handle multiple tasks simultaneously in a dynamic environment Core Qualifications Operating Systems Windows 95 98 2000 2007 NT WIN 7 and XP Bug Tracking Tools Quality Center JIRA Databases Oracle SQL Server 2005 2008 Browsers Internet Explorer Firefox Chrome Safari Test Management Tools Mercury Interactive Tools HP Test Director Quality Center ALM Mobile Operating Systems Apple IOS Android Windows Professional Experience QA Test Analyst 09 2014 Current Company Name Kohl s is one of the nation s largest and leading department store retail of apparel accessories and home goods based in Plano Texas I was working on Inventory Management Application that provides status and tracking on inventory The Inventory Management Tools Interact with POS Point of Sale System Vendor Management and Shipment tracking System This Tool helps Kohl s to track monitor the entire Inventory My role as a tester was to test Kohl s Mobile app on different OS Platforms IOS and Android devices Responsibilities Participated in all phases of the development lifecycle that pertain to software quality assurance Reviewed and analyzed Business Requirement Documents BRD Functional Specification Documents FSD for completeness and testability to meet acceptance criteria Actively participated and work with team to create Test Plan Test Data and Test Cases document Tracked bug discrepancies by using Quality Center to store the details of bug discrepancies for enhanced regression testing Continuously worked with the team to improve testing process Provided feedback clarification and training support as necessary to different stakeholders Tested Kohl s apps on different OS Platforms IOS Android Using physical devices like IPad IPhone Android Windows Performed back end testing using SQL queries to extract data and validate customers Accounts Points and Rewards history Environment Windows 7 Windows XP Apple Mac book Pro Software Quality Center Net SQL Server Microsoft Office XML Quality Analyst Assurance 10 2013 07 2014 Company Name City State Humana is one of the nation s leading diversified health service company serving members with information and resources to help them make better informed decisions about their health care and dedicated to helping people improve their health Responsibilities Actively participated in all the phases of the development lifecycle that associate with software quality assurance Analyzed requirement document for completeness and testability to accommodate acceptance criteria Performed testing to ensure the quality of products for business and ensure proper operation without defects Ascertained and identified test data based on pre determined requirements to mitigate risk Write SQL Queries to retrieve data and validate content against XML log files Prepared Test strategies Test Scenario and Test Cases and execute Test Cases to cover both Verifying and Validating Implemented Regression Testing methodology for every new build release Track the bug by using Quality Center and store the details of bug s discrepancies for enhanced regression testing Continuously review and improve testing process Worked in Agile environment and attended daily scrum meetings to provide daily status updates on project Provided feedback clarification and training support as necessary Tested mobile apps on different OS Platforms IOS Android using physical devices like Blackberry IPad IPhone Android Environment Windows 7 Windows XP Apple Mac book Pro Software Quality Center Net SQL Server Microsoft Office XML Manual Tester 06 2010 06 2013 Company Name Bank M is a fast growing community bank highly profitable financial holding company The company provides a complete range of banking and other financial services to the customers through its basic business The Banking Maintenance System BMS application provides the accounts lists accounts summary and accounts transactions for the various accounts and the ability to transfer funds between the various accounts using fund transfers My role as a tester was to test the application for cross browser compatibility which involved Functional and Regression Testing Create test cases for clients to manage different Finance Account modules and benefits package Establish and verify large volume of data by Manage accounts Pay bills and Transfer funds Responsibilities Reviewed Business Requirement Documents BRD Functional Specification Documents FSD and Use Cases Representing QA in all stages of SDLC and responsible for QA deliverables Prepare Test Plan Test Scenarios and create Test cases with the help of Use Case Documents and Functional documentation for new POS application Part of an Agile team participated in daily scrum meetings Sprint iteration planning meeting Retrospective reviews and developed test scenarios Designed test cases for various Finance Accounts modules to manage new and existing clients and their various benefits package Created and validated large volume of data via Manage accounts Transfer funds and Pay bills Co ordinate with the Dev Team to bring defects to closure Participated in test design and execution of test cases to improve the quality of the software Manually tested different credit debit cards on POS device for bank certification Involved in mobile testing process for the first launch of the application Prepared defect summary reports for management using Quality Center Continuously review and improve testing process Performed Back End testing by executing SQL Statements to extract data and verify output against the UI Involved in the analysis modifications for existing test plans and test cases Environment Windows XP Safari Windows 7 Software MS Excel Quality Center Net SQL Server Microsoft Office XML Qatar Airways Tanzania Jr Quality Assurance Analyst 07 2009 05 2010 Worked as QA for Qatar Airways IT s several web based applications for different projects such as tracking System Wide upgrades Qatar Airways offers frequent flyer program to its members They also use Sky Miles Within Sky Miles They started to ask their members for a pin number which when entered goes to members info table and gets saved This option was implemented for security reasons Responsibilities Involved in the full Testing Life Cycle from analyzing Business Requirements to testing phase Prepared test scripts for testing GUI and Security PCI Compliance Responsibilities included meeting with team and preparing test strategies and testing approach Wrote test cases and execute them manually using Test Director in Test Lab Conducted Regression testing identified Bugs Defects and logged the issues in Defect management in Test Director Conducted Mapping to easily identify results in Requirements from Test Director Write SQL queries to retrieve data from the database Environment Windows XP Quality Center Education Jun 1999 University of North Alabama Bachelors Marketing Marketing Graduated Yes Yes Additional Information STATUS Permanent Residence Card Green Card Skills Net Agile Apple approach ask banking basic benefits book Browsers content credit clients Databases database debit documentation XML fast Finance financial Functional funds GUI HP Internet Explorer Inventory Inventory Management Apple Mac meetings Mercury Interactive MS Excel Microsoft Office Windows 7 Windows WIN 7 2000 Windows 95 98 NT Windows XP Operating Systems OS Oracle PCI POS Quality quality assurance QA Requirement retail scrum SDLC scripts Specification SQL SQL Server Test Director upgrades Vendor Management
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Professional Summary Knowledgeable of banking procedures and finance sales and risk management whose success is based on integrity exceptional customer service efficiency and ambition Self motivated professional highly proficient in developing creative solutions and implementing objective decision making Skilled for managing multiple projects at one time Ability to work equally in both team oriented and self directed environments Core Competencies Credit financial analysis Analytical problem solver Excellent communicator Action planning Relationship management Risk management Strategic thinking Deadline efficient Detailed oriented Excellent time management Achievements Increased revenue production 110 per annum resulting in to a profitable portfolio Wells Fargo 2015 Year to date loan volume growth 162 deposits 230 and partner production 180 2013 recipient of Gold Star Award of Western Mountain Region Wells Fargo Bank 2 times Gold Star Award recipient Wells Fargo Bank 2014 1 time Gold Star Award recipient Wells Fargo Bank 2015 Annual Pinnacle Award Recipient for top 20 producer US Bank 2010 Star of Excellent recipient for highest scores customer service US Bank 2009 2010 2011 Chamber Development Award Wethersfield CT 2005 2006 2007 Award of Excellence top producer Fleet Bank 2002 2003 Experience Branch Manager 01 2004 Company Name City State Received region performance recognition for increased sales and customer service Motivated trained and increased employee productivity by 45 Maintained and built strong relationships while assisting and advising in financial decisions Implemented a new up selling program of banking products to exceed goals expectations Executed branch objectives improved product profitability and service performance Dramatically increased branch revenue through various partner referrals Made initial analysis on applicant s financial status credit and property evaluation Business Banking Officer 01 2009 to 11 2012 Company Name City State 2010 Annual Pinnacle Winner for Outstanding Performance Source develop expand service and retain profitable business banking relationships Provide the highest level of professionalism and outstanding customer service Structure banking solutions in order to help the customer reach success financially Perform complex financial analysis in the area of credit cash flow and collateral Obtain and monitor financial statements and credit information of existing portfolio Proactively partner with customers to better understand their business goals and strategies Work closely with underwriting to accurately complete credit requests in a timely manner Partner with bank internal and external teams to increase cross sell opportunities Ensure highest level of accuracy and clarity in all communications Director of Business Operations Finance Officer 01 2005 to 01 2009 Company Name City State Designed developed and presented project sales models to increase business Developed sales campaigns and marketing projects Acquired sourced serviced and expanded new client relationships Monitored business productivity and ensured quality in all levels of business production Developed a new business plan that oversaw all new business sectors Performed all accounting for federal and state tax obligations and sales reports Prepared monthly quarterly and annual financial statements Monitored the progress of open funds budget fiscal reports revenues contracts acct payables and receivables Business and Consumer Banking Specialist 01 2002 to 01 2004 Company Name City State 2003 Annual Star of Excellence Achieved great success in sales and customer service Advised and suggested financial and credit solutions Reviewed and gathered client financial and credit information Regularly visit business customers to better understand banking needs and maximize results Effectively partnered with other lines of business bankers to deliver full range of products Organized and managed special events and promotions Proactively partnered with external partners to attain new business leads Education Masters Business Administration 2011 Keller Graduate School of Management City State Bachelor of Science Business Administration Finance 2009 Central Connecticut State University City State Business Administration Finance Professional Development Credit Risk Fundamentals US Bank 2011 Omega Credit Analysis Certification US Bank 2011 Organizational Development and Leadership Certificate US Bank 2010 FDIC Certification Central Connecticut State University 2009 Community Involvement United Way Junior Achievement Executive Board Member Women s Chamber of Commerce of Southern Nevada NAWBO Corporate Committee Member Computer Skills Microsoft Office word excel power point outlook Share point Wells Fargo systems
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CHIEF OPERATING OFFICER Summary of Skills Strategic Planning Management Strong communication skills Strong credit financial analysis skills Team builder collaborator Sales management Negotiation skills Strong multi tasker Project management Planning execution Cross Functional leadership Professional Experience Chief Operating Officer June 2008 to January 2010 Company Name City State Recruited by the Board of Directors to become COO Oversaw all aspects of this 35 year old medical practice comprised of 5 freestanding radiation oncology clinics located in the South Puget Sound with 8 physicians 6 whom are owners and 64 employees Revenues grew from 48MM in 2008 to over 53MM in 2014 This was due to the addition of two offices one in Gig Harbor and one in Olympia as well as additional modalities of treatment Achievements Saved the company over 160 000 in 2015 due to hard negotiations with our Electronic Medical Record vendor due to poor performance Saved the company over 120 000 annually by negotiating with the bank to lower interest rates on loans in early 2009 Brought two construction projects one for a new clinic with a 6 5MM budget and the other for an extensive remodel with a 4 5MM budget under budget and on time saving 200 000 in total Brought in a consultant to successfully turn the Board Meetings into efficient professional meetings with strict agendas time allotments for each topic and rules of order Prior to that the meetings were overly lengthy ineffective and combative This resulted in fewer meetings which have been far more effective Oversaw the opening of and addition of a Urology practice as well as the first mobile Brachytherapy unit in the State of WA for the treatment of various types of cancer Both contributed to an increase in revenues to the company of more than 1MM annually Successfully negotiated with two of the owners for buyouts on behalf of the Board One was amicable and the other was contentious This will result in cost savings to the company in excess of 1MM annually May 1998 to May 2008 Company Name City State COLB was started in 1993 and has grown to an 8 5 billion dollar 150 branch community bank in WA ORE and ID Recruited by and joined as Vice President and Commercial Banker with no loan portfolio 05 1998 Through aggressive sales calls marketing grew portfolio to over 30MM in outstandings and 50MM in commitments in three years This was accomplished with a consistent and active marketing plan aimed at targeting well known businesses in the area as well as utilizing a strong referral base consisting of lawyers accountants and existing customers of the Bank Promoted to SVP due to growth of portfolio and fee income referrals 06 2001 Promoted to SVP and SWWA Commercial Banking Manager 06 2003 In this position I was responsible for 8 commercial middle market lenders whose territory stretched from Auburn to Longview WA While Columbia had started via a bank in Longview it had been neglected from a commercial lending standpoint I spent considerable time and effort in working with the lending center there to establish a robust and larger presence Achievements Overall TEAM portfolio grew from outstandings of 100MM to over 160MM in a highly competitive charged environment At one time this was the largest commercial market in the Bank CB later entered Seattle King County Implemented monthly sales meetings to emphasize consistent marketing and calling efforts both with prospects and in cross selling to existing customers This resulted in deposit growth within the group from 100MM to over 200MM and fee income exceeding 1 200 000 annually Also during this time I was active in mentoring individual lenders assisting with credit structure and pricing and calling on both prospects and existing clients I worked hard to foster strong lines of communication and collaboration with other departments in the Bank who were our partners in business development and instrumental in our success Was asked to join Loan Committee as a voting member June 2005 As my credit knowledge and responsibilities had grown I was asked and approved to sit on the Bank s loan committee This was an opportune time to view all of the various types of credits that were presented In addition during this time I was part of an assigned team to perform due diligence on potential bank purchases Education BA Chemistry Pacific Lutheran University Chemistry Pacific Coast Banking School Certification University of Washington Professional Affiliations Current Board Chair Pierce College governor appointed Past President of the Board and Trustee Tacoma Art Museum Past Tacoma Sunrise Rotary President and member Past Board member AFROC Washington D C Past Member MGMA SROA Skills Banking budget business development cancer commercial lending Strong communication skills competitive consultant credit clients due diligence financial analysis Functional leadership Team builder marketing plan marketing market Meetings mentoring negotiating Negotiation negotiations oncology pricing Project management selling sales Sales management Sound Strategic Planning Management Urology view
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SOFTWARE QUALITY ASSURANCE ANALYST II Career Overview 12 years of experience in Software Quality Assurance requirements analysis test planning creating test cases and test process coordination Experienced with functional end to end regression and user acceptance testing of Web based and Client Server interfaces Familiar with the Waterfall and Agile SDLC 7 years experience in customer support service and handling escalated issues 5 years of running formal training and development programs for system users Advanced Windows OS and MS Office applications user troubleshooting skills Ability to learn new software very quickly Able to handle multiple projects Take ownership attitude Flexible team player Qualifications Microsoft Excel Word Outlook Access Powerpoint Frontpage Windows 7 XP 2k DOS setting up troubleshooting hardware software Mac Internet Test Director Quality Center Ontime Zendesk SharePoint and basic office equipment Work Experience Software Quality Assurance Analyst II Jan 2012 to Current Company Name City State Work Environment Agile Windows based Acuity Electronic Health Record System suite testing and administration Ontime com used for incident bug reporting T SQL used to query insert update SQL DB to verify input output of test scenarios WinAutomation and TestComplete used for automated testing Application software testing from local machines and Cloud Share environments Excel and Word extensively used for creation of project documentation Responsible for analyzing the requirements and testing all modules of the Electronic Health Record EHR System including Patient Company Provider Referrals Collaborators Utilization Management Authorizations Care Plans Assessments Tasks Notes and any other modules that require testing Testing of the Implementation process from one version of an EHR to another appropriately mapping data from the source database to the destination database Creating maintaining and testing user and group profiles confirming the appropriate access to the medical system Updating application software by defining coding existing field properties or creating special user fields to fit the appropriate workflow to be tested based on customer needs Document test cases procedures and automation scripts and keeping them updated for each system release Effectively track testing progress using Ontime com for tracking and assigning defects Responsible for Database loads test environment set up FTP of application files and workstation preparation on Cloud Share environments Work with application programmer with system defects or analysis of project features Perform functional regression and ad hoc testing on all assigned EHR projects User Support Specialist II Payments Specialist Jan 2011 to Jan 2012 Company Name City State Call Center Macintosh based ZenDesk ticketing software used to track user incidents Troubleshoot user issues with Airbnb com website navigation and services such as user account maintenance payment processing and billing analysis as well as very complex financial and non financial disputes between users including customer safety issues Respond professionally to any escalated calls and support level I agents with urgent calls Take effective notes on user accounts through a ticketing system Thorough follow through of each call ensuring customer user satisfaction Test Execution Manager Jan 2006 to Jan 2010 Company Name City State Work Environment Matrix team structure Team Lead Windows based Quality Center used for test case and bug incident reporting Excel and Word extensively used for project document creation and SharePoint used for document management sharing PowerPoint used for meeting facilitation Managed PC lab for testers including ordering and completing hardware software set up and hands on troubleshooting of systems test environment Responsible for managing a team of onshore and offshore testers during the System Integration Test phase of the software development life cycle for the CA Banking Center New Accounts and Teller Platforms Provided work estimates and ensured each project is efficiently staffed with testers to complete the project on time and on budget Review provide feedback and approve all test plans and scripts submitted by Test Analysts Work as a team member to accurately define the business requirements for new products for customers or system changes before the product or system change rollout Identify all system functions and processes that may be affected by each project Provide meeting representation on all banking center platform projects Manage end to end user acceptance and production certification testing Represent the end user in design development testing and implementation of changes to existing systems environments for CA Banking Centers In charge of the training and development of new test analysts brought on board to test the CA banking center new accounts system Created and lead training classes in a formal setting in the test lab or virtually over the web for users Responsible for ordering the appropriate hardware and software for the test lab for the test analysts and production lab for the implementation team Software Test Analyst Jan 2000 to Jan 2006 Company Name City State Work Environment Matrix team structure Windows based Quality Center used for test case and bug incident reporting Excel and Word extensively used for project document creation Visio used for workflow charting and use cases Managed PC lab for testers including ordering and completing hardware software set up and hands on troubleshooting of systems test environment Responsible for identifying test scenarios from business requirements and creating test plans scripts executing scripts and documenting test results based on the requirements Effectively track testing progress using Quality Center for tracking scripts and assigning defects Work with technical staff ensuring proper tests are being run data is conditioned and resolving issues Perform Black Box functional regression and ad hoc testing on assigned projects Maintained the test lab ensured appropriate software and hardware were up to date with department units we tested for Created and kept track of user access to test and production servers creating the appropriate access levels for contracted and non contracted staff Owner of production data including reconciling account balances of all production level bank accounts lent out for implementation testing Internal Operations Analyst Jan 1999 to Jan 2000 Company Name City State Call Center Windows based high call volume used proprietary software to query databases for common user issues Research and respond to telephone inquiries regarding bank policy and procedures from banking centers and various other units Identify and resolve operational software application new account sales and service related issues Sr Operations Officer Jan 1998 to Jan 1999 Company Name City State Work Environment Office setting Windows based extensive account reconciliation tasks and record keeping of dollars coming in and out of the department PC maintenance and user account troubleshooting Controller of incoming Bank of America misdirected wire account for corporate clients Properly identify funds in the amounts of billions of dollars which were directed to this account in order to reconcile the account Also kept accurate logs of all wires that passed through the section Worked as on site desktop support for the department during upgrade to Windows 98 Helped IT team with hardware and software installations password creation resets and conducted user training sessions for peers Money Transfer Customer Liaison Jan 1997 to Jan 1998 Company Name City State Call Center Windows based high call volume from the general public and other internal units basic record keeping of tasks to track transactions Responsible for taking customer wire transfer requests over the telephone Ensured to properly identify the customer and account relationship in order to transmit funds and collect fees Amended or canceled wire transfers when necessary Provided excellent customer service Customer Service Representative Jan 1995 to Jan 1997 Company Name City State Work Environment Retail Banking Center Windows based general public interaction Processed deposits for various accounts Cashed checks sold cashier s checks traveler s checks and savings bonds Balanced daily Sold checking savings time deposit and other bank products Education and Training BS Computer Information Systems 2004 Golden Gate University City State Computer Information Systems AAS Computer Technology 2002 Heald College City State Computer Technology AAS Electronics Technology 2001 Heald College City State Electronics Technology Certificate Health Care Information Technology 2013 Cosumnes River College City State Skills account reconciliation ad Agile automation banking basic billing bonds budget Call Center cashier com CA hardware Controller clients excellent customer service databases Database document management documentation DOS features financial Frontpage FTP functional funds Information Technology Team Lead Notes Mac Macintosh managing meeting facilitation Access Microsoft Excel Excel Office Outlook PowerPoint SharePoint Windows 2k Windows 98 Windows 7 XP Word navigation office equipment DB payment processing PC maintenance processes coding programmer progress Quality reconciling record keeping reporting Research Retail safety sales servers scripts software development software testing SQL System Integration desktop support user training telephone Test Director T SQL Troubleshoot troubleshooting upgrade Visio website workflow
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FINANCIAL INSTITUTIONS EXAMINER Summary Well regarded professional with proven record in analyzing statistical data and financial documents providing comprehensive assessment of overall health of financial institutions Meticulous analyst who quickly evaluates data to accurately assess financial risk and regulatory compliance in fast paced time sensitive environments Skilled relationship manager fluent in both English and Spanish who is effective in engaging others to progress project goals Highlights Financial analysis Capital market trends Financial forecasting Risk management expertise Budget Analysis Cash flow analysis Application of GAAP regulations Financial modeling Variance Trend Analysis Experience Financial Institutions Examiner Mar 2011 to Jan 2015 Company Name City State Conducted examinations of financial institutions records and operations to verify adherence with relevant laws and regulations including Bank Secrecy Act BSA and Anti Money Laundering AML rules As subject matter expert conducted training coached team members and compiled reported results while managing stakeholder relations Assessed adequacy of assets and liabilities risk management policies and practices including liquidity and sensitivity to market risks and net interest margin level and trends Assessed adequacy of institution s lending administrative and underwriting policies and practices borrower s repayment capacity collateral protection collateral valuations legal documentation and allowance for loan and lease losses levels and methodology Reviewed and evaluated quality of credits ranging from 100 thousand to 25 million assessing the adequacy of lending practices and level of risks within the lending area of the bank Reviewed legal lending documents to determine adequacy of content structure covenants and performance compliance with pertinent terms as well as assessing quality of administrative practices such as disbursements tracking of insurance payment of taxes request of financial information others Evaluated the adequacy and strength of financial institution s corporate and capitalization structure as well as business initiatives and future prospects Evaluated financial institution s practices the adequacy of internal controls and procedures the general character of management and compliance with consumer protection and safety and soundness standards Evaluated adequacy of audit practices and workpapers and performed offsite reviews and analyzed audited financial statements Reviewed and assessed the adequacy of affiliate transactions and potential risk to the insurance fund Assessed the accuracy of depository institution s financial regulatory reports and evaluated level and trends in financial performance Evaluated business impact analysis and risk assessment to determine if residual risk is acceptable Reviewed and evaluated the adequacy of the financial institution s Bank Secrecy Act BSA Anti money Laundry AML Office of Foreign Assets Control OFAC programs as well as Information Technology IT and Information Security Systems Assessed compliance with fair lending civil rights laws and regulations and the Community Reinvestment Act Participated and evaluated CAMELS components and other specialty areas on examinations of financial depository institutions with total assets ranging from 100 million to 20 billion Provided on the job training to less experienced staff members Compiled composed edited or proof read and evaluated comments for inclusion in final report Prepared final reports and drafts memos to communicate status of the examination project Cited and supported apparent contraventions and violations of regulatory guidance when necessary Researched and gathered information from a variety of technical and regulatory materials to recommend corrective action and explained verbally and in writing the application of laws regulations and practices covering a technical specialty area Assessed depository institution s financial performance strategic plan budget process and contingency funding plans Assessed and evaluated adequacy of institution s accounting practices and independent review programs Identified incorrect accounting entries data entry postings Admissions Advisor Nov 2008 to Nov 2010 Company Name City State Led recruitment activities and provided support to new and continuing students Implemented recruitment plan to achieve budgeted goals each term Analyzed past recruitment patterns projected leads establishing plan that set specific goals for each step of recruitment process to ensure annual goals were consistently met Assisted new and continuing students reaching out and providing guidance that helped them progress through programs IT Specialist Intern Oct 2007 to Feb 2008 Company Name City State Provided technical support to all users assisting with virus response resolution security patches and application needs Monitored progress and testing status of 2000 new applications serving as bridge between developer and clients to keep stakeholders informed Tapped as member of Vista and Office deployment team Researched technical issues and documented solutions for user problems Assisted with data analysis to identify appropriate participants for various pilot deployments Department Administrator Dental Assistant Apr 2003 to Apr 2007 Company Name City State Served as part of dental assisting team for residents in the prosthodontics and general dentistry program Handled range of administrative duties for department As department administrator maintained records filed reports and updated operating instructions to ensure compliance with proper procedures Analyzed and reported productivity maximize provider credits and estimate fiscal year budget Standardized dental treatment rooms establishing common scheme that improved efficiency and effectiveness of dental assistants as they moved to assist in different rooms Known for ability to get things done trained new employees in chair side and administrative duties Education Master of Science Accounting and Financial Management December 2016 University College University of Maryland Accounting and Financial Management Bachelor of Science Business Information Systems 2008 University of Phoenix City State Business Information Systems Skills Account Analysis Reconciliation Accounts Payable Accounts Receivable Bank Reconciliations Business Due Diligence Financial Report Preparation General Ledger Accounting
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BRANCH MANAGER Summary As an experienced banking officer professional I would like to utilize my experience and knowledge in banking by contributing to the improvement in profitability and growth to your bank I will be putting my best efforts in terms of time and learning new banking techniques and methods that would implement in my tenure as a leader with your financial institution Skills Goal oriented Self sufficient Strong team builder Team Player TRID Expert Proficient in MS Office and Excel Flexible Experience Branch Manager 06 2016 to Current Company Name City State Manages the overall operation of the branch to include the Personal Bankers and Teller staff primarily focused on creating a positive work environment community development driving sales increasing growth profitability and providing accurate and superior customer service Conducts sales debriefs weekly staff meetings goal setting and in branch promotions to ensure support of current campaigns alignment to corporate strategy Supports Operations Manager in the FTE Staffing Scheduling process ensuring the branch has appropriate staffing considering scheduling training vacation leaves of absence sickness and duty assignments ensuring the efficient operation of the branch Provides guidance leadership and coaching to the Assistant Manager platform staff confers with subordinate personnel to discuss operational procedural changes provides counseling and recognition Conducts monthly Head Teller and Personal Banker cash audits as part of the Risk Management Review process ensuring proper cash control Maintains a customer service culture by focusing on customer needs and managing staff to high customer service levels Leads the branch staff to achieve optimum sales referrals through effective sales campaigns programs sales coaching development and behavior modeling Performs managerial duties including hiring progression monitoring promotion quarterly career path performance coaching and performance evaluation Participates in and manages the lending function of the branch to include both consumer and small business examines and evaluates loan applications Directs coordinates and monitors activities to implement institution s policies procedures and practices concerning granting or extending lines of credit real estate loans and consumer credit loans Actively involved in the outside calling program developing existing customers centers of influence and prospects Contacts customers and businesses community and civic organization to promote goodwill and generate new business Manages asset quality through delinquency tracking and past due loan collection Directs activities involving implementation of establishment services and functions including collecting delinquent accounts authorizing loans or opening savings accounts Compiles required and special branch reporting as requested Compiles and accurately reports all financial data as required by governmental regulations Establishes procedures for custody and control of assets records loan collateral and securities to ensure safekeeping Collects data to analyze the present and future financial status of the branch Ensures Branch Opening and Closing procedures are followed to include balancing the branch locking the vault and setting the alarms Completes monthly Branch Assessment ensuring branches are professional in appearance Coordinates completion of branch regulatory compliance through computer based training module completion and other training classes Branch Disaster Recovery Planning with Branch Operations Manager to ensure employees are prepared for all facets of pre and post disaster events Coordinates or provides employee training to improve efficiency and ensure conformance to standard procedures and practices Attends Branch Manager meetings conducted by Area or Division Manager to stay informed Handles in branch operational customer complaints from inception to resolution Establishes and maintains contact with banking related industries such as insurance real estate and securities Serves as an authorized signer on official checks Enforces personnel professionalism to include demeanor dress and station orderliness Originates consumer and business loans ranging from 1 000 to 1 000 000 depending on the structure of the loan Originates construction loan and entire TRID process Originates in house purchases of 1 4 dwelling and entire TRID process Carries out supervisory responsibilities in accordance with the organization s policies and applicable laws Responsibilities include interviewing hiring and training employees planning assigning and directing work appraising performance rewarding and disciplining employees addressing complaints and resolving problems Financial Service Associate Licensed Banker 11 2014 to 06 2016 Company Name City State Builds relationships with customers while performing financial transactions including paying receiving and cash control duties opening and servicing accounts seeks to uncover financial needs minimize loss reduce risk and deliver accurate and superior customer service and lending requests handling more complex situations and deeper profiling over time Promotes and processes deposits withdrawals check cashing requests credit card advances money orders travelers checks and other forms of negotiable items Assist with branch morning and evening duties to include opening and closing the vault working and locking the Night Depository setting up the Teller station with supplies and cash and balancing the Teller window branch Maintains a customer service culture by focusing on customer needs through more complex customer profiling Originates loans ranging from 2 500 consumer loans to Home Equity Lines of Credit Ensures loan agreements and supporting documentation are complete and accurate according to policy Supports procedures for custody and control of assets records loan collateral and securities to ensure safekeeping Assist in the branch Risk Management Review process to include but not limited to monitoring bait money and ensuring dual control procedures are followed Assist in managing operational loss within a branch to include seeking supervisory override for transactions outside of authority proper hold placement for loss mitigation and superior balancing Proactively listens for product referral opportunities and participates in sales campaigns programs focused on customer need identification Adheres to professionalism standards to include demeanor dress and station orderliness Demonstrates quality customer service to include greeting customer using their names making eye contact smiling thanking for business and offering another product or service May function in a mentor capacity offering guidance instruction and coaching to Tellers enforcing policy and procedure Images proof work through branch capture machine to include reviewing work and making corrections Performs research for customers as issues arise Other duties and special projects as assigned by Senior Management Incumbent is required to comply with all applicable federal state and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act Sells Annuities and other investment products offered through Hancock Bank Investments Branch Operations Manager 10 2013 to 02 2014 Company Name City State Functions as the Customer Service Manager ensuring a solid operational foundation builds relationships with customers while performing financial transactions including paying receiving and cash control duties seeks to uncover financial needs minimize loss reduce risk and deliver accurate and superior services Serves as the Customer Service Manager which involves conducting morning huddles and weekly staff meetings Models leadership effectiveness by sharing best practices and recognition of team members on a weekly basis Completes Staffing Scheduling coordination and duty assignments to ensure efficient operation of the branch Offers guidance leadership and coaching to Teller staff reinforcing policy and procedure Assist with branch morning and evening duties to include opening and closing the vault working and locking the Night Depository setting up the Teller station with supplies and cash and balancing the Teller window branch Oversees the branch Risk Management Review process and ensures dual control procedures are followed Utilizes Cash Forecasting tool to control supply of money on hand to meet branch need and legal requirements Promotes and processes deposits withdrawals check cashing requests credit card advances money orders travelers checks and other forms of negotiable items Monitors and manages operational loss within a branch to include granting staff supervisory override for transactions ensuring proper hold placement for loss mitigation and outage resolution Accurately utilizes equipment and remains knowledgeable of equipment functionality to include ATM Cash Dispense and Recycler Machines Currency Counter s and Coin Sorters to provide branch services Observes Coaches and Models sales and service behavior for Teller associates and assesses performance daily Promotes branch professionalism and the Standards of Excellence Demonstrates highest quality of customer service to include greeting customer using their names making eye contact smiling thanking for business and offering another product or service Images proof work through branch capture machine to include reviewing work and making corrections Compiles required and special reports as requested Performs research and problem resolution for customers as issues arise Coordinates branch and staff Business Continuity planning and execution Other duties and special projects as assigned by Senior Management Incumbent is required to comply with all applicable federal state and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act Manages employees on the Teller Line Is responsible for the overall direction coordination and evaluation of this unit Carries out supervisory responsibilities in accordance with the organization s policies and applicable laws Responsibilities include interviewing hiring and training employees planning assigning and directing work appraising performance rewarding and disciplining employees addressing complaints and resolving problems Education and Training Associate of Arts Education 2007 Mississippi Gulf Coast Community College City State Education Activities and Honors Active Member of the Coast Young Professionals with the Gulfport Chamber Of Commerce Active Member with the Gulfport Kiwanis Club Technical Skills and Qualifications Manager ATM On Line and Mobile banking Cash handling Coaching Counseling Credit Customer Service Directing Disaster Recovery Planning Documentation Training employees Goal setting Leadership Mentoring Microsoft Office and Excel Problem resolution
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SENIOR LENDING OFFICER VP EXECUTIVE OFFICER Summary As the Senior Lending Officer at a regional Community Bank in Upstate NY my role and responsibilities were for that of the outbound sales growth of the Lending function of the bank Over the past five years I have effectively grown each segment of the bank including Residential Mortgages Consumer and Commercial lending Each sub segment of the banks business has been given a new department manager to help execute the action steps for growth and planned operating efficiencies as a result of my planned new initiatives as suggested by being a part of the banks Executive Committee Senior Commercial Lender with 25 years as a leader in the financial industry Service oriented with expertise in building a solid customer base Highlights Small Business Development Leader Product Line Expansion on both Residential Mortgage and Consumer Loan Platforms Credit and Debt Management experience Created a CRM platform with the banks BakerHill Commercial Software Implemented new software systems with MortgageBot and DecisionPro Effectively grew Commercial Loan balances 5 10 each of the past five years Established a robust outbound calling plan for the banks sales force Designed and implemented an Incentive Compensation Plan ICP for the sales force Active member of local financing agency s Board of Directors GSBDC and NYBDC Experience Senior Lending Officer VP Executive Officer 11 2009 to Current Company Name City State Responsible for the Management and Development of six 6 Commercial Lending Officers whose roles and responsibilities include the development of new business within their assigned areas of responsibilities and portfolios Achieved an average of 60 000 0 in new commercial lending originations over the last five years C I and CREM portfolio active balance growth for the bank to over 150 000 0 representing a 5 year year growth rate Responsible for the management and functionality of the banks Residential Mortgage Group including the groups 7 staff members Responsible for the development and management of the Consumer Loan Manager Commercial Lender Regional Medical Liaison 10 2008 to 11 2009 Company Name City State Responsible for the outbound sales and servicing activity of the Commercial Lending and Business Banking activity function in the Syracuse region Small business expert for this segment Commercial TEAM Leader 04 1998 to 10 2008 Company Name City State Responsible for the development and growth of five 5 Commercial Lenders whose responsibilities and goals included the management of existing Commercial relationship within the bank and the new business development in a holistic approach Commercial Lending Officer AVP 09 1994 to 04 1998 Company Name City State Responsible for the daily management and monitoring of a 25 000 0 lending portfolio through ten 10 Bank branch offices covering three Western NY counties Activities included the development of new and existing loan business as well as solicitation of retail trust investment and insurance business Generated over 30 000 0 in new commercial originations during this period Business Development Commercial Lending Officer 09 1991 to 09 1994 Company Name City State Responsible for the outbound sales and management of Business Banking Credits along with the cash management sales of related bank products Also active in the preparation of case and credit analysis cases for the origination of bank assets Advanced Staff Auditor 07 1988 to 08 1991 Company Name City State Responsible for the complete and accurate completion of client job work papers for a variety of industries including Municipal Private Real Estate Manufacturing Wholesale and Retail segments of the local business market Related Federal and State Income Tax return preparation along with personal income tax return preparation were an additional critical component of all jobs performed Staff Accounts Payable Clerk 06 1985 to 06 1988 Company Name City State Responsible for the preparation and submission of timely and accurate payments of both the Coated and Medical Product vendor invoice maintained accounts payable system and all raw material transactions for subsidiary plants in Alpena MI Pittsburgh PA and Buffalo NY Also processed monthly expense reports air travel invoices and performed special accounting projects as requested Education Commercial Lending Advanced Lending Certificate 1996 University of Buffalo City State USA Commercial Lending Academic Achievement Award BBA Accounting 1988 Niagara University City State USA Coursework in General Accounting and its related fields High School Diploma General Studies 1984 St Joseph s Collegiate Institute City State USA General Studies Skills accounting accounts payable Banking business development cash management Commercial Lending communication skills credit credit analysis CRM client expense reports finance HR insurance Leadership market management new business development Real Estate Retail sales sales and management Tax return preparation WORD EXCEL and PowerPoint knowledgeable
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PROJECT ANALYST Summary Business Analyst versed in data mapping and user acceptance testing as well as solving complex problems in high pressure environments Excels at cultivating managing and leveraging client relationships Highlights Business process improvement Business requirements matrixes Project management Advanced problem solving abilities Business systems analysis Ability to produce executive level reports and presentations User acceptance testing Forecasting and planning Experience Project Analyst January 2007 to Current Company Name City State Developed and Produced Weekly Monthly Quarterly Business Review Packages for Divisional Executive Team Lead and coordinate quarterly business reviews with various business partners Coordinate leadership team meetings by handling meeting logistics preparing agendas and compiling documents Coordinate Business Continuity Plans for the Region and coordinate with the 12 markets to ensure the plans were complete for the market Assist in the planning of department budget and space planning Organize and execute Divisional Leadership Offsite meetings Portfolio Management Administrator II Officer January 2001 to January 2007 Company Name City State Oversees an assigned portfolio of client credit relationships Responsible for administrative aspects of payments Capital Markets Syndicated Loans Treasury Management and Letters of Credit Products Proactively monitor portfolio keeping Officers apprised of impending actions or events to ensure data integrity and effective mitigation of risk Act as a liaison between Portfolio Management clients and various areas of the bank Surfaces and resolves client related issues Review legal documentation for pricing and administrative operational requirement of the credit Offers pre closing guidance to ensure operation efficiency and bank compliance Maintain Electronic Credit Files and Compliance Tracking System to ensure operation efficiency and bank compliance Monitors and assists in preparation and activities to comply with internal bank audit control requirements Commercial Custom Analyst January 2000 to January 2001 Company Name City State Handled accounts of major clients in excess of 1MM or million Process loan payments advances and any needed research or maintenance to loans Provide informative Cash Management Information Education Master of Business Administration Project Management Keller School of Management Current Project Management Bachelor of Business Administration Business Information System 1 2006 DeVry University Business Information System Skills administrative budget Capital Markets Cash Management closing Credit client clients documentation Leadership Team Lead legal Letters logistics Lotus Notes market meetings Access Excel Microsoft Exchange Microsoft Office Microsoft Outlook PowerPoint Word Monitors Organizational presentations pricing Problem Resolution Processes Project Management requirement research Scripts space planning Time Management Treasury verbal communication skills Visio Visual Basic written
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SOFTWARE SKILLS Languages C C java Operating Systems Windows XP 7 Ubuntu RDBMS Oracle SQL Database My SQL PostgreSQL Markup Scripting HTML JavaScript PHP CSS JQuery Angular js Framework Struts Hibernate spring MVC Web Server Tomcat and Glassfish Web Services REST AND SOAP TRAINING DETAIL Duration 4 months From United Telecommunication Limited Jharnet project Place Ranchi Jharkhand Networking Requirements Elementary configuration of router and switch IP and MAC addressing Lease Line OSI Layers Routing protocols Status Network Designer Education Details 2 High School Diploma Government Women Ranchi Jharkhand The Institution Blockchain Engineer Blockchain Engineer Auxledger Skill Details JAVA Exprience 19 months CSS Exprience 12 months HTML Exprience 12 months JAVASCRIPT Exprience 12 months C Exprience 6 monthsCompany Details company Auxledger description Worked with on lots of product on blockchain Bitcoin Build Wallet and explorer on Bitcoin Ethereum Build Wallet and explorer on ethereum blockchain Customize product on Ethereum Inventory system Build smart contract in solidity deployed in java byte code and on ethereum as well and I have written API in java spring on that and then build front end and called all Api Audit Logger I have audit logger for OTC exchange to keep all transaction record in blockchain DOC Safe on ethereum I have build an ethereum application to keep Documents safe on blockchain and document in encrypted form on server And explore with Litecoin Ripple exchange OTC P2P Hyperledger Fabric continue company description Worked with a USA team on blockchain on ethereum I have designed product on ethereum blockchain Setup private ethereum and bitcoin blockchain Worked on loyalty program system and HER System on ethereum network company ERP System CRM for Real Estate Company description At Lavisa Infrastructure Bangalore Sep 2015 Oct 2016 Software developer ERP System CRM for Real Estate Company company News Portal description On demand product development from client side requirement Like Dynamic website Content management system where I have designed front end with backend where content of website was manageable from admin panel News Portal News portal where content was in Hindi language I have used Html Css JavaScript JDBC MySQL data base Birthday Reminder A small web application for birthday reminder I have used HTMl CSS JavaScript JDBC MySQL DB Car parking System A web application for Management of Car Parking System I have used HTMl CSS JavaScript JDBC MySQL DB company Company portal for employee management for Inside Company description At United Telecom Limited Ranchi Nov 2013 Sep 2014 Web developer Company portal for employee management for Inside Company Onsite employee in different different district And management of all kind of government service like adhar card Birth certificate pan card tracker etc Technology skill Technology Blockchain Bitcoin Ethereum Ripple Hyperledger Fabric Block chain Private setup of blockchain Node building Smart Contract Solidity Language Smart Contract Api Java Spring Dapp Building Node js React js Express js
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Skills Strong CS fundamentals and problem solving Ethereum Smart Contracts Solidity skills Golang Node Angular React Culturally fit for startup environment MongoDB PostGresql MySql Enthusiastic to learn new technologies AWS Docker Microservices Blockchain Protocol ConsensusEducation Details January 2014 M Tech Computer Engineering Jaipur Rajasthan Malaviya National Institute Of Technology Jaipur January 2011 B E Computer Science And Engg Kolhapur Maharashtra Shivaji University Blockchain Engineer Blockchain Engineer XINFIN Orgnization Skill Details MONGODB Exprience 16 months CONTRACTS Exprience 12 months MYSQL Exprience 9 months AWS Exprience 6 months PROBLEM SOLVING Exprience 6 monthsCompany Details company XINFIN Orgnization description Xinfin is a global open source Hybrid Blockchain protocol Rolled out multiple blockchain based pilot projects on different use cases for various clients Eg Tradefinex Supply chain Management Land Registry Govt of MH inFactor Invoice Factoring Build a secure and scalable hosted wallet based on ERC 20 standards for XINFIN Network Working on production level blockchain use cases Technology Ethereum Blockchain Solidity Smart Contracts DAPPs Nodejs company ORO Wealth description OroWealth is a zero commision online investment platform currently focused on direct mutual funds Build various scalable web based products B2B and B2C based on MEAN stack technology and integrated with multiple finance applications entities eg Integration KYC and MF Entities Technology Node js Angular js MongoDB Express company YallaSpree description Hyderabad Telangana Yallaspree is a largest digital shopping directory in U A E with over 22K stores Own the responsibility to develop and maintain following modules Admin and Vendor interface Database operations Writing Webservices Complete Notification system Events and Offers Page Technology CakePHP PHP Framework JQuery MySql company RailTiffin com description Mumbai Maharashtra RailTiffin com is an e commerce platform to serve food to railway passengers Worked on multiple roles like bug fixing DB operations Feature customisation and writing API endpoints Technology OpenCart Ecommerce Framework JQuery MySql company Accolite Software India Private Limited description Bengaluru KA Accolite is a global IT Services company headquartered in Dallas USA with offices in India Worked on Birst Analytics Tool to develop deploy and maintain reports
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Hobbies Playing Chess Solving Rubik s Cube Watching Series Languages English Hindi Marathi Education Details January 2014 to January 2017 Bachelor s Degree Information Technology First Class Pune Maharashtra JSPM s Jayawantrao Sawant College of Engineering January 2010 to January 2014 Diploma Information Technology First Class Nashik Maharashtra K K Wagh Polytechnic January 2010 SSC First Class Nashik Maharashtra New Era English School Blockchain Developer Blockchain Developer Corpcloud Global Services Pvt Ltd Skill Details Blockchain Exprience 6 months Smart Contracts Exprience 6 months DApps Exprience 6 months MEAN Stack Exprience 12 monthsCompany Details company Corpcloud Global Services Pvt Ltd description Worked productively with the Team to identify requirements and proposed ideas on enhancing the product Developing and managing user s Blockchain account wallets and transactions Regularly monitoring smooth executions of Blockchain transactions and wallet functions along with identifying and correcting possible errors Writing smart contracts their API s and documenting them company Corpcloud Global Services Pvt Ltd description Identifying complex bugs in the system and resolving them Implemented and updated application modules under the direction of Seniors Effectively coded required changes and alterations and checked in into repository using Bit Bucket Performed code check ins and check outs regularly and worked with API s
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KEY SKILLS Programing languages C C Python Apex Visualforce Database Mysql Framework Django Technologies Salesforce com Administration and development Force com Salesforce CRM Blockchain Website Designing HTML5 CSS3 Project DIPLOMA Project Name VANET virtual Ad Hoc Network Technology Used Java About Project A system has been made for Video streaming In this project we give the Real time video steaming on two or more devices using VANET AP DEGREE Project Name Drowsiness Detection System Technology Used python Raspberry pi About project A system has been made for Driver safety when parson driving car It detects Drowsy condition of a parson then system brings the alarm Education Details January 2017 B E Computer Engineering Pune Maharashtra Sanghavi College of Engineering January 2014 Diploma Computer Technology Nashik Maharashtra Shree Mahavir Polytechnic January 2010 S S C Nashik Maharashtra C D O Meri High school BlockChain Developer Skill Details AP Exprience 6 months APEX Exprience 6 months C Exprience 6 months CRM Exprience 6 months CUSTOMER RELATIONSHIP MANAGEMENT Exprience 6 monthsCompany Details company description Job Description Managing the mining firm Creating the smart contract on Waves and Ethereum both Platform
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SOFTWARE SKILLS Languages C C java Operating Systems Windows XP 7 Ubuntu RDBMS Oracle SQL Database My SQL PostgreSQL Markup Scripting HTML JavaScript PHP CSS JQuery Angular js Framework Struts Hibernate spring MVC Web Server Tomcat and Glassfish Web Services REST AND SOAP TRAINING DETAIL Duration 4 months From United Telecommunication Limited Jharnet project Place Ranchi Jharkhand Networking Requirements Elementary configuration of router and switch IP and MAC addressing Lease Line OSI Layers Routing protocols Status Network Designer Education Details 2 High School Diploma Government Women Ranchi Jharkhand The Institution Blockchain Engineer Blockchain Engineer Auxledger Skill Details JAVA Exprience 19 months CSS Exprience 12 months HTML Exprience 12 months JAVASCRIPT Exprience 12 months C Exprience 6 monthsCompany Details company Auxledger description Worked with on lots of product on blockchain Bitcoin Build Wallet and explorer on Bitcoin Ethereum Build Wallet and explorer on ethereum blockchain Customize product on Ethereum Inventory system Build smart contract in solidity deployed in java byte code and on ethereum as well and I have written API in java spring on that and then build front end and called all Api Audit Logger I have audit logger for OTC exchange to keep all transaction record in blockchain DOC Safe on ethereum I have build an ethereum application to keep Documents safe on blockchain and document in encrypted form on server And explore with Litecoin Ripple exchange OTC P2P Hyperledger Fabric continue company description Worked with a USA team on blockchain on ethereum I have designed product on ethereum blockchain Setup private ethereum and bitcoin blockchain Worked on loyalty program system and HER System on ethereum network company ERP System CRM for Real Estate Company description At Lavisa Infrastructure Bangalore Sep 2015 Oct 2016 Software developer ERP System CRM for Real Estate Company company News Portal description On demand product development from client side requirement Like Dynamic website Content management system where I have designed front end with backend where content of website was manageable from admin panel News Portal News portal where content was in Hindi language I have used Html Css JavaScript JDBC MySQL data base Birthday Reminder A small web application for birthday reminder I have used HTMl CSS JavaScript JDBC MySQL DB Car parking System A web application for Management of Car Parking System I have used HTMl CSS JavaScript JDBC MySQL DB company Company portal for employee management for Inside Company description At United Telecom Limited Ranchi Nov 2013 Sep 2014 Web developer Company portal for employee management for Inside Company Onsite employee in different different district And management of all kind of government service like adhar card Birth certificate pan card tracker etc Technology skill Technology Blockchain Bitcoin Ethereum Ripple Hyperledger Fabric Block chain Private setup of blockchain Node building Smart Contract Solidity Language Smart Contract Api Java Spring Dapp Building Node js React js Express js
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SKILLS Bitcoin Ethereum Solidity Hyperledger Beginner Go Beginner R3 Corda Beginner Tendermint Nodejs C Programming Java Machine Learning specilaized in Brain Computer Interface Computer Networking and Server Admin Computer Vision Data Analytics Cloud Computing Reactjs angularEducation Details January 2014 to January 2018 Bachelor of Engineering Computer Science Engineering Thakur College of Engineering and Technology September 2016 to March 2017 Dynamic Blood Bank System Mumbai Maharashtra IIT January 2014 CBSE Senior Secondary January 2011 CBSE Banking VIDYASHRAM PUBLIC SCHOOL Blockchain Developer Blockchain Developer Zhypility Technologies Skill Details NETWORKING Exprience 27 months DATA ANALYTICS Exprience 11 months COMPUTER VISION Exprience 6 months JAVA Exprience 6 months MACHINE LEARNING Exprience 6 monthsCompany Details company Zhypility Technologies description une 2018 company Area Business Owner Amway Enterprise Limited description Business Strategizing Promotion Analytics and Networking Terms company Virtual description Developing Prototype of Smart India Hackthon to deployment level 3 Networking And Switch Intern Bharti Airtel Private Limited Mumbai company 1 International Research Scholar University Of Rome Tor Vergata Rome description Nov 2017 Nov 2017 Has done research on Reality Based Brain computer Interface and proposed paper in International Journal of Advanced Research IJAR 20656 accepted paper by reviewer and Smart Kisan Revolutionizing Country IJSRD accepted for publication company description under Reliance Jio Mumbai Dec 2017 Jan 2017 company Maharastra State Government Hackthon description company Virtual description I was handling group of Interns in the marketing and sales team of nearby to promote on all social media platform the nearby products company Promotion And Stock Marketing Drums Foods International description company 8 Data Science And Web Analytics POSITRON INTERNET Virtual description company description I was making people aware about women equality rights and raise voice against violence through various modes of events and other sources of media to help the society company IIT Bombay And IIT KGP Startup description company IIT Bombay And IIT KGP Startup description
Generate a Resume for a Blockchain Job
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Hobbies Playing Chess Solving Rubik s Cube Watching Series Languages English Hindi Marathi Education Details January 2014 to January 2017 Bachelor s Degree Information Technology First Class Pune Maharashtra JSPM s Jayawantrao Sawant College of Engineering January 2010 to January 2014 Diploma Information Technology First Class Nashik Maharashtra K K Wagh Polytechnic January 2010 SSC First Class Nashik Maharashtra New Era English School Blockchain Developer Blockchain Developer Corpcloud Global Services Pvt Ltd Skill Details Blockchain Exprience 6 months Smart Contracts Exprience 6 months DApps Exprience 6 months MEAN Stack Exprience 12 monthsCompany Details company Corpcloud Global Services Pvt Ltd description Worked productively with the Team to identify requirements and proposed ideas on enhancing the product Developing and managing user s Blockchain account wallets and transactions Regularly monitoring smooth executions of Blockchain transactions and wallet functions along with identifying and correcting possible errors Writing smart contracts their API s and documenting them company Corpcloud Global Services Pvt Ltd description Identifying complex bugs in the system and resolving them Implemented and updated application modules under the direction of Seniors Effectively coded required changes and alterations and checked in into repository using Bit Bucket Performed code check ins and check outs regularly and worked with API s
Generate a Resume for a Blockchain Job
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Skills Strong CS fundamentals and problem solving Ethereum Smart Contracts Solidity skills Golang Node Angular React Culturally fit for startup environment MongoDB PostGresql MySql Enthusiastic to learn new technologies AWS Docker Microservices Blockchain Protocol ConsensusEducation Details January 2014 M Tech Computer Engineering Jaipur Rajasthan Malaviya National Institute Of Technology Jaipur January 2011 B E Computer Science And Engg Kolhapur Maharashtra Shivaji University Blockchain Engineer Blockchain Engineer XINFIN Orgnization Skill Details MONGODB Exprience 16 months CONTRACTS Exprience 12 months MYSQL Exprience 9 months AWS Exprience 6 months PROBLEM SOLVING Exprience 6 monthsCompany Details company XINFIN Orgnization description Xinfin is a global open source Hybrid Blockchain protocol Rolled out multiple blockchain based pilot projects on different use cases for various clients Eg Tradefinex Supply chain Management Land Registry Govt of MH inFactor Invoice Factoring Build a secure and scalable hosted wallet based on ERC 20 standards for XINFIN Network Working on production level blockchain use cases Technology Ethereum Blockchain Solidity Smart Contracts DAPPs Nodejs company ORO Wealth description OroWealth is a zero commision online investment platform currently focused on direct mutual funds Build various scalable web based products B2B and B2C based on MEAN stack technology and integrated with multiple finance applications entities eg Integration KYC and MF Entities Technology Node js Angular js MongoDB Express company YallaSpree description Hyderabad Telangana Yallaspree is a largest digital shopping directory in U A E with over 22K stores Own the responsibility to develop and maintain following modules Admin and Vendor interface Database operations Writing Webservices Complete Notification system Events and Offers Page Technology CakePHP PHP Framework JQuery MySql company RailTiffin com description Mumbai Maharashtra RailTiffin com is an e commerce platform to serve food to railway passengers Worked on multiple roles like bug fixing DB operations Feature customisation and writing API endpoints Technology OpenCart Ecommerce Framework JQuery MySql company Accolite Software India Private Limited description Bengaluru KA Accolite is a global IT Services company headquartered in Dallas USA with offices in India Worked on Birst Analytics Tool to develop deploy and maintain reports
Generate a Resume for a Blockchain Job
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SOFTWARE SKILLS Languages C C java Operating Systems Windows XP 7 Ubuntu RDBMS Oracle SQL Database My SQL PostgreSQL Markup Scripting HTML JavaScript PHP CSS JQuery Angular js Framework Struts Hibernate spring MVC Web Server Tomcat and Glassfish Web Services REST AND SOAP TRAINING DETAIL Duration 4 months From United Telecommunication Limited Jharnet project Place Ranchi Jharkhand Networking Requirements Elementary configuration of router and switch IP and MAC addressing Lease Line OSI Layers Routing protocols Status Network Designer Education Details 2 High School Diploma Government Women Ranchi Jharkhand The Institution Blockchain Engineer Blockchain Engineer Auxledger Skill Details JAVA Exprience 19 months CSS Exprience 12 months HTML Exprience 12 months JAVASCRIPT Exprience 12 months C Exprience 6 monthsCompany Details company Auxledger description Worked with on lots of product on blockchain Bitcoin Build Wallet and explorer on Bitcoin Ethereum Build Wallet and explorer on ethereum blockchain Customize product on Ethereum Inventory system Build smart contract in solidity deployed in java byte code and on ethereum as well and I have written API in java spring on that and then build front end and called all Api Audit Logger I have audit logger for OTC exchange to keep all transaction record in blockchain DOC Safe on ethereum I have build an ethereum application to keep Documents safe on blockchain and document in encrypted form on server And explore with Litecoin Ripple exchange OTC P2P Hyperledger Fabric continue company description Worked with a USA team on blockchain on ethereum I have designed product on ethereum blockchain Setup private ethereum and bitcoin blockchain Worked on loyalty program system and HER System on ethereum network company ERP System CRM for Real Estate Company description At Lavisa Infrastructure Bangalore Sep 2015 Oct 2016 Software developer ERP System CRM for Real Estate Company company News Portal description On demand product development from client side requirement Like Dynamic website Content management system where I have designed front end with backend where content of website was manageable from admin panel News Portal News portal where content was in Hindi language I have used Html Css JavaScript JDBC MySQL data base Birthday Reminder A small web application for birthday reminder I have used HTMl CSS JavaScript JDBC MySQL DB Car parking System A web application for Management of Car Parking System I have used HTMl CSS JavaScript JDBC MySQL DB company Company portal for employee management for Inside Company description At United Telecom Limited Ranchi Nov 2013 Sep 2014 Web developer Company portal for employee management for Inside Company Onsite employee in different different district And management of all kind of government service like adhar card Birth certificate pan card tracker etc Technology skill Technology Blockchain Bitcoin Ethereum Ripple Hyperledger Fabric Block chain Private setup of blockchain Node building Smart Contract Solidity Language Smart Contract Api Java Spring Dapp Building Node js React js Express js
Generate a Resume for a Blockchain Job
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SKILLS Bitcoin Ethereum Solidity Hyperledger Beginner Go Beginner R3 Corda Beginner Tendermint Nodejs C Programming Java Machine Learning specilaized in Brain Computer Interface Computer Networking and Server Admin Computer Vision Data Analytics Cloud Computing Reactjs angularEducation Details January 2014 to January 2018 Bachelor of Engineering Computer Science Engineering Thakur College of Engineering and Technology September 2016 to March 2017 Dynamic Blood Bank System Mumbai Maharashtra IIT January 2014 CBSE Senior Secondary January 2011 CBSE Banking VIDYASHRAM PUBLIC SCHOOL Blockchain Developer Blockchain Developer Zhypility Technologies Skill Details NETWORKING Exprience 27 months DATA ANALYTICS Exprience 11 months COMPUTER VISION Exprience 6 months JAVA Exprience 6 months MACHINE LEARNING Exprience 6 monthsCompany Details company Zhypility Technologies description une 2018 company Area Business Owner Amway Enterprise Limited description Business Strategizing Promotion Analytics and Networking Terms company Virtual description Developing Prototype of Smart India Hackthon to deployment level 3 Networking And Switch Intern Bharti Airtel Private Limited Mumbai company 1 International Research Scholar University Of Rome Tor Vergata Rome description Nov 2017 Nov 2017 Has done research on Reality Based Brain computer Interface and proposed paper in International Journal of Advanced Research IJAR 20656 accepted paper by reviewer and Smart Kisan Revolutionizing Country IJSRD accepted for publication company description under Reliance Jio Mumbai Dec 2017 Jan 2017 company Maharastra State Government Hackthon description company Virtual description I was handling group of Interns in the marketing and sales team of nearby to promote on all social media platform the nearby products company Promotion And Stock Marketing Drums Foods International description company 8 Data Science And Web Analytics POSITRON INTERNET Virtual description company description I was making people aware about women equality rights and raise voice against violence through various modes of events and other sources of media to help the society company IIT Bombay And IIT KGP Startup description company IIT Bombay And IIT KGP Startup description
Generate a Resume for a Blockchain Job
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Hobbies Playing Chess Solving Rubik s Cube Watching Series Languages English Hindi Marathi Education Details January 2014 to January 2017 Bachelor s Degree Information Technology First Class Pune Maharashtra JSPM s Jayawantrao Sawant College of Engineering January 2010 to January 2014 Diploma Information Technology First Class Nashik Maharashtra K K Wagh Polytechnic January 2010 SSC First Class Nashik Maharashtra New Era English School Blockchain Developer Blockchain Developer Corpcloud Global Services Pvt Ltd Skill Details Blockchain Exprience 6 months Smart Contracts Exprience 6 months DApps Exprience 6 months MEAN Stack Exprience 12 monthsCompany Details company Corpcloud Global Services Pvt Ltd description Worked productively with the Team to identify requirements and proposed ideas on enhancing the product Developing and managing user s Blockchain account wallets and transactions Regularly monitoring smooth executions of Blockchain transactions and wallet functions along with identifying and correcting possible errors Writing smart contracts their API s and documenting them company Corpcloud Global Services Pvt Ltd description Identifying complex bugs in the system and resolving them Implemented and updated application modules under the direction of Seniors Effectively coded required changes and alterations and checked in into repository using Bit Bucket Performed code check ins and check outs regularly and worked with API s
Generate a Resume for a Blockchain Job
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Skills Strong CS fundamentals and problem solving Ethereum Smart Contracts Solidity skills Golang Node Angular React Culturally fit for startup environment MongoDB PostGresql MySql Enthusiastic to learn new technologies AWS Docker Microservices Blockchain Protocol ConsensusEducation Details January 2014 M Tech Computer Engineering Jaipur Rajasthan Malaviya National Institute Of Technology Jaipur January 2011 B E Computer Science And Engg Kolhapur Maharashtra Shivaji University Blockchain Engineer Blockchain Engineer XINFIN Orgnization Skill Details MONGODB Exprience 16 months CONTRACTS Exprience 12 months MYSQL Exprience 9 months AWS Exprience 6 months PROBLEM SOLVING Exprience 6 monthsCompany Details company XINFIN Orgnization description Xinfin is a global open source Hybrid Blockchain protocol Rolled out multiple blockchain based pilot projects on different use cases for various clients Eg Tradefinex Supply chain Management Land Registry Govt of MH inFactor Invoice Factoring Build a secure and scalable hosted wallet based on ERC 20 standards for XINFIN Network Working on production level blockchain use cases Technology Ethereum Blockchain Solidity Smart Contracts DAPPs Nodejs company ORO Wealth description OroWealth is a zero commision online investment platform currently focused on direct mutual funds Build various scalable web based products B2B and B2C based on MEAN stack technology and integrated with multiple finance applications entities eg Integration KYC and MF Entities Technology Node js Angular js MongoDB Express company YallaSpree description Hyderabad Telangana Yallaspree is a largest digital shopping directory in U A E with over 22K stores Own the responsibility to develop and maintain following modules Admin and Vendor interface Database operations Writing Webservices Complete Notification system Events and Offers Page Technology CakePHP PHP Framework JQuery MySql company RailTiffin com description Mumbai Maharashtra RailTiffin com is an e commerce platform to serve food to railway passengers Worked on multiple roles like bug fixing DB operations Feature customisation and writing API endpoints Technology OpenCart Ecommerce Framework JQuery MySql company Accolite Software India Private Limited description Bengaluru KA Accolite is a global IT Services company headquartered in Dallas USA with offices in India Worked on Birst Analytics Tool to develop deploy and maintain reports
Generate a Resume for a Blockchain Job
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KEY SKILLS Programing languages C C Python Apex Visualforce Database Mysql Framework Django Technologies Salesforce com Administration and development Force com Salesforce CRM Blockchain Website Designing HTML5 CSS3 Project DIPLOMA Project Name VANET virtual Ad Hoc Network Technology Used Java About Project A system has been made for Video streaming In this project we give the Real time video steaming on two or more devices using VANET AP DEGREE Project Name Drowsiness Detection System Technology Used python Raspberry pi About project A system has been made for Driver safety when parson driving car It detects Drowsy condition of a parson then system brings the alarm Education Details January 2017 B E Computer Engineering Pune Maharashtra Sanghavi College of Engineering January 2014 Diploma Computer Technology Nashik Maharashtra Shree Mahavir Polytechnic January 2010 S S C Nashik Maharashtra C D O Meri High school BlockChain Developer Skill Details AP Exprience 6 months APEX Exprience 6 months C Exprience 6 months CRM Exprience 6 months CUSTOMER RELATIONSHIP MANAGEMENT Exprience 6 monthsCompany Details company description Job Description Managing the mining firm Creating the smart contract on Waves and Ethereum both Platform
Generate a Resume for a Blockchain Job
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SOFTWARE SKILLS Languages C C java Operating Systems Windows XP 7 Ubuntu RDBMS Oracle SQL Database My SQL PostgreSQL Markup Scripting HTML JavaScript PHP CSS JQuery Angular js Framework Struts Hibernate spring MVC Web Server Tomcat and Glassfish Web Services REST AND SOAP TRAINING DETAIL Duration 4 months From United Telecommunication Limited Jharnet project Place Ranchi Jharkhand Networking Requirements Elementary configuration of router and switch IP and MAC addressing Lease Line OSI Layers Routing protocols Status Network Designer Education Details 2 High School Diploma Government Women Ranchi Jharkhand The Institution Blockchain Engineer Blockchain Engineer Auxledger Skill Details JAVA Exprience 19 months CSS Exprience 12 months HTML Exprience 12 months JAVASCRIPT Exprience 12 months C Exprience 6 monthsCompany Details company Auxledger description Worked with on lots of product on blockchain Bitcoin Build Wallet and explorer on Bitcoin Ethereum Build Wallet and explorer on ethereum blockchain Customize product on Ethereum Inventory system Build smart contract in solidity deployed in java byte code and on ethereum as well and I have written API in java spring on that and then build front end and called all Api Audit Logger I have audit logger for OTC exchange to keep all transaction record in blockchain DOC Safe on ethereum I have build an ethereum application to keep Documents safe on blockchain and document in encrypted form on server And explore with Litecoin Ripple exchange OTC P2P Hyperledger Fabric continue company description Worked with a USA team on blockchain on ethereum I have designed product on ethereum blockchain Setup private ethereum and bitcoin blockchain Worked on loyalty program system and HER System on ethereum network company ERP System CRM for Real Estate Company description At Lavisa Infrastructure Bangalore Sep 2015 Oct 2016 Software developer ERP System CRM for Real Estate Company company News Portal description On demand product development from client side requirement Like Dynamic website Content management system where I have designed front end with backend where content of website was manageable from admin panel News Portal News portal where content was in Hindi language I have used Html Css JavaScript JDBC MySQL data base Birthday Reminder A small web application for birthday reminder I have used HTMl CSS JavaScript JDBC MySQL DB Car parking System A web application for Management of Car Parking System I have used HTMl CSS JavaScript JDBC MySQL DB company Company portal for employee management for Inside Company description At United Telecom Limited Ranchi Nov 2013 Sep 2014 Web developer Company portal for employee management for Inside Company Onsite employee in different different district And management of all kind of government service like adhar card Birth certificate pan card tracker etc Technology skill Technology Blockchain Bitcoin Ethereum Ripple Hyperledger Fabric Block chain Private setup of blockchain Node building Smart Contract Solidity Language Smart Contract Api Java Spring Dapp Building Node js React js Express js
Generate a Resume for a Blockchain Job
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SKILLS Bitcoin Ethereum Solidity Hyperledger Beginner Go Beginner R3 Corda Beginner Tendermint Nodejs C Programming Java Machine Learning specilaized in Brain Computer Interface Computer Networking and Server Admin Computer Vision Data Analytics Cloud Computing Reactjs angularEducation Details January 2014 to January 2018 Bachelor of Engineering Computer Science Engineering Thakur College of Engineering and Technology September 2016 to March 2017 Dynamic Blood Bank System Mumbai Maharashtra IIT January 2014 CBSE Senior Secondary January 2011 CBSE Banking VIDYASHRAM PUBLIC SCHOOL Blockchain Developer Blockchain Developer Zhypility Technologies Skill Details NETWORKING Exprience 27 months DATA ANALYTICS Exprience 11 months COMPUTER VISION Exprience 6 months JAVA Exprience 6 months MACHINE LEARNING Exprience 6 monthsCompany Details company Zhypility Technologies description une 2018 company Area Business Owner Amway Enterprise Limited description Business Strategizing Promotion Analytics and Networking Terms company Virtual description Developing Prototype of Smart India Hackthon to deployment level 3 Networking And Switch Intern Bharti Airtel Private Limited Mumbai company 1 International Research Scholar University Of Rome Tor Vergata Rome description Nov 2017 Nov 2017 Has done research on Reality Based Brain computer Interface and proposed paper in International Journal of Advanced Research IJAR 20656 accepted paper by reviewer and Smart Kisan Revolutionizing Country IJSRD accepted for publication company description under Reliance Jio Mumbai Dec 2017 Jan 2017 company Maharastra State Government Hackthon description company Virtual description I was handling group of Interns in the marketing and sales team of nearby to promote on all social media platform the nearby products company Promotion And Stock Marketing Drums Foods International description company 8 Data Science And Web Analytics POSITRON INTERNET Virtual description company description I was making people aware about women equality rights and raise voice against violence through various modes of events and other sources of media to help the society company IIT Bombay And IIT KGP Startup description company IIT Bombay And IIT KGP Startup description
Generate a Resume for a Blockchain Job
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KEY SKILLS Programing languages C C Python Apex Visualforce Database Mysql Framework Django Technologies Salesforce com Administration and development Force com Salesforce CRM Blockchain Website Designing HTML5 CSS3 Project DIPLOMA Project Name VANET virtual Ad Hoc Network Technology Used Java About Project A system has been made for Video streaming In this project we give the Real time video steaming on two or more devices using VANET AP DEGREE Project Name Drowsiness Detection System Technology Used python Raspberry pi About project A system has been made for Driver safety when parson driving car It detects Drowsy condition of a parson then system brings the alarm Education Details January 2017 B E Computer Engineering Pune Maharashtra Sanghavi College of Engineering January 2014 Diploma Computer Technology Nashik Maharashtra Shree Mahavir Polytechnic January 2010 S S C Nashik Maharashtra C D O Meri High school BlockChain Developer Skill Details AP Exprience 6 months APEX Exprience 6 months C Exprience 6 months CRM Exprience 6 months CUSTOMER RELATIONSHIP MANAGEMENT Exprience 6 monthsCompany Details company description Job Description Managing the mining firm Creating the smart contract on Waves and Ethereum both Platform
Generate a Resume for a Blockchain Job
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SKILLS Bitcoin Ethereum Solidity Hyperledger Beginner Go Beginner R3 Corda Beginner Tendermint Nodejs C Programming Java Machine Learning specilaized in Brain Computer Interface Computer Networking and Server Admin Computer Vision Data Analytics Cloud Computing Reactjs angularEducation Details January 2014 to January 2018 Bachelor of Engineering Computer Science Engineering Thakur College of Engineering and Technology September 2016 to March 2017 Dynamic Blood Bank System Mumbai Maharashtra IIT January 2014 CBSE Senior Secondary January 2011 CBSE Banking VIDYASHRAM PUBLIC SCHOOL Blockchain Developer Blockchain Developer Zhypility Technologies Skill Details NETWORKING Exprience 27 months DATA ANALYTICS Exprience 11 months COMPUTER VISION Exprience 6 months JAVA Exprience 6 months MACHINE LEARNING Exprience 6 monthsCompany Details company Zhypility Technologies description une 2018 company Area Business Owner Amway Enterprise Limited description Business Strategizing Promotion Analytics and Networking Terms company Virtual description Developing Prototype of Smart India Hackthon to deployment level 3 Networking And Switch Intern Bharti Airtel Private Limited Mumbai company 1 International Research Scholar University Of Rome Tor Vergata Rome description Nov 2017 Nov 2017 Has done research on Reality Based Brain computer Interface and proposed paper in International Journal of Advanced Research IJAR 20656 accepted paper by reviewer and Smart Kisan Revolutionizing Country IJSRD accepted for publication company description under Reliance Jio Mumbai Dec 2017 Jan 2017 company Maharastra State Government Hackthon description company Virtual description I was handling group of Interns in the marketing and sales team of nearby to promote on all social media platform the nearby products company Promotion And Stock Marketing Drums Foods International description company 8 Data Science And Web Analytics POSITRON INTERNET Virtual description company description I was making people aware about women equality rights and raise voice against violence through various modes of events and other sources of media to help the society company IIT Bombay And IIT KGP Startup description company IIT Bombay And IIT KGP Startup description
Generate a Resume for a Blockchain Job
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Hobbies Playing Chess Solving Rubik s Cube Watching Series Languages English Hindi Marathi Education Details January 2014 to January 2017 Bachelor s Degree Information Technology First Class Pune Maharashtra JSPM s Jayawantrao Sawant College of Engineering January 2010 to January 2014 Diploma Information Technology First Class Nashik Maharashtra K K Wagh Polytechnic January 2010 SSC First Class Nashik Maharashtra New Era English School Blockchain Developer Blockchain Developer Corpcloud Global Services Pvt Ltd Skill Details Blockchain Exprience 6 months Smart Contracts Exprience 6 months DApps Exprience 6 months MEAN Stack Exprience 12 monthsCompany Details company Corpcloud Global Services Pvt Ltd description Worked productively with the Team to identify requirements and proposed ideas on enhancing the product Developing and managing user s Blockchain account wallets and transactions Regularly monitoring smooth executions of Blockchain transactions and wallet functions along with identifying and correcting possible errors Writing smart contracts their API s and documenting them company Corpcloud Global Services Pvt Ltd description Identifying complex bugs in the system and resolving them Implemented and updated application modules under the direction of Seniors Effectively coded required changes and alterations and checked in into repository using Bit Bucket Performed code check ins and check outs regularly and worked with API s
Generate a Resume for a Blockchain Job
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Hobbies Playing Chess Solving Rubik s Cube Watching Series Languages English Hindi Marathi Education Details January 2014 to January 2017 Bachelor s Degree Information Technology First Class Pune Maharashtra JSPM s Jayawantrao Sawant College of Engineering January 2010 to January 2014 Diploma Information Technology First Class Nashik Maharashtra K K Wagh Polytechnic January 2010 SSC First Class Nashik Maharashtra New Era English School Blockchain Developer Blockchain Developer Corpcloud Global Services Pvt Ltd Skill Details Blockchain Exprience 6 months Smart Contracts Exprience 6 months DApps Exprience 6 months MEAN Stack Exprience 12 monthsCompany Details company Corpcloud Global Services Pvt Ltd description Worked productively with the Team to identify requirements and proposed ideas on enhancing the product Developing and managing user s Blockchain account wallets and transactions Regularly monitoring smooth executions of Blockchain transactions and wallet functions along with identifying and correcting possible errors Writing smart contracts their API s and documenting them company Corpcloud Global Services Pvt Ltd description Identifying complex bugs in the system and resolving them Implemented and updated application modules under the direction of Seniors Effectively coded required changes and alterations and checked in into repository using Bit Bucket Performed code check ins and check outs regularly and worked with API s
Generate a Resume for a Blockchain Job
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Skills Strong CS fundamentals and problem solving Ethereum Smart Contracts Solidity skills Golang Node Angular React Culturally fit for startup environment MongoDB PostGresql MySql Enthusiastic to learn new technologies AWS Docker Microservices Blockchain Protocol ConsensusEducation Details January 2014 M Tech Computer Engineering Jaipur Rajasthan Malaviya National Institute Of Technology Jaipur January 2011 B E Computer Science And Engg Kolhapur Maharashtra Shivaji University Blockchain Engineer Blockchain Engineer XINFIN Orgnization Skill Details MONGODB Exprience 16 months CONTRACTS Exprience 12 months MYSQL Exprience 9 months AWS Exprience 6 months PROBLEM SOLVING Exprience 6 monthsCompany Details company XINFIN Orgnization description Xinfin is a global open source Hybrid Blockchain protocol Rolled out multiple blockchain based pilot projects on different use cases for various clients Eg Tradefinex Supply chain Management Land Registry Govt of MH inFactor Invoice Factoring Build a secure and scalable hosted wallet based on ERC 20 standards for XINFIN Network Working on production level blockchain use cases Technology Ethereum Blockchain Solidity Smart Contracts DAPPs Nodejs company ORO Wealth description OroWealth is a zero commision online investment platform currently focused on direct mutual funds Build various scalable web based products B2B and B2C based on MEAN stack technology and integrated with multiple finance applications entities eg Integration KYC and MF Entities Technology Node js Angular js MongoDB Express company YallaSpree description Hyderabad Telangana Yallaspree is a largest digital shopping directory in U A E with over 22K stores Own the responsibility to develop and maintain following modules Admin and Vendor interface Database operations Writing Webservices Complete Notification system Events and Offers Page Technology CakePHP PHP Framework JQuery MySql company RailTiffin com description Mumbai Maharashtra RailTiffin com is an e commerce platform to serve food to railway passengers Worked on multiple roles like bug fixing DB operations Feature customisation and writing API endpoints Technology OpenCart Ecommerce Framework JQuery MySql company Accolite Software India Private Limited description Bengaluru KA Accolite is a global IT Services company headquartered in Dallas USA with offices in India Worked on Birst Analytics Tool to develop deploy and maintain reports
Generate a Resume for a Blockchain Job
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KEY SKILLS Programing languages C C Python Apex Visualforce Database Mysql Framework Django Technologies Salesforce com Administration and development Force com Salesforce CRM Blockchain Website Designing HTML5 CSS3 Project DIPLOMA Project Name VANET virtual Ad Hoc Network Technology Used Java About Project A system has been made for Video streaming In this project we give the Real time video steaming on two or more devices using VANET AP DEGREE Project Name Drowsiness Detection System Technology Used python Raspberry pi About project A system has been made for Driver safety when parson driving car It detects Drowsy condition of a parson then system brings the alarm Education Details January 2017 B E Computer Engineering Pune Maharashtra Sanghavi College of Engineering January 2014 Diploma Computer Technology Nashik Maharashtra Shree Mahavir Polytechnic January 2010 S S C Nashik Maharashtra C D O Meri High school BlockChain Developer Skill Details AP Exprience 6 months APEX Exprience 6 months C Exprience 6 months CRM Exprience 6 months CUSTOMER RELATIONSHIP MANAGEMENT Exprience 6 monthsCompany Details company description Job Description Managing the mining firm Creating the smart contract on Waves and Ethereum both Platform
Generate a Resume for a Blockchain Job
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SKILLS Bitcoin Ethereum Solidity Hyperledger Beginner Go Beginner R3 Corda Beginner Tendermint Nodejs C Programming Java Machine Learning specilaized in Brain Computer Interface Computer Networking and Server Admin Computer Vision Data Analytics Cloud Computing Reactjs angularEducation Details January 2014 to January 2018 Bachelor of Engineering Computer Science Engineering Thakur College of Engineering and Technology September 2016 to March 2017 Dynamic Blood Bank System Mumbai Maharashtra IIT January 2014 CBSE Senior Secondary January 2011 CBSE Banking VIDYASHRAM PUBLIC SCHOOL Blockchain Developer Blockchain Developer Zhypility Technologies Skill Details NETWORKING Exprience 27 months DATA ANALYTICS Exprience 11 months COMPUTER VISION Exprience 6 months JAVA Exprience 6 months MACHINE LEARNING Exprience 6 monthsCompany Details company Zhypility Technologies description une 2018 company Area Business Owner Amway Enterprise Limited description Business Strategizing Promotion Analytics and Networking Terms company Virtual description Developing Prototype of Smart India Hackthon to deployment level 3 Networking And Switch Intern Bharti Airtel Private Limited Mumbai company 1 International Research Scholar University Of Rome Tor Vergata Rome description Nov 2017 Nov 2017 Has done research on Reality Based Brain computer Interface and proposed paper in International Journal of Advanced Research IJAR 20656 accepted paper by reviewer and Smart Kisan Revolutionizing Country IJSRD accepted for publication company description under Reliance Jio Mumbai Dec 2017 Jan 2017 company Maharastra State Government Hackthon description company Virtual description I was handling group of Interns in the marketing and sales team of nearby to promote on all social media platform the nearby products company Promotion And Stock Marketing Drums Foods International description company 8 Data Science And Web Analytics POSITRON INTERNET Virtual description company description I was making people aware about women equality rights and raise voice against violence through various modes of events and other sources of media to help the society company IIT Bombay And IIT KGP Startup description company IIT Bombay And IIT KGP Startup description
Generate a Resume for a Blockchain Job
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SKILLS Bitcoin Ethereum Solidity Hyperledger Beginner Go Beginner R3 Corda Beginner Tendermint Nodejs C Programming Java Machine Learning specilaized in Brain Computer Interface Computer Networking and Server Admin Computer Vision Data Analytics Cloud Computing Reactjs angularEducation Details January 2014 to January 2018 Bachelor of Engineering Computer Science Engineering Thakur College of Engineering and Technology September 2016 to March 2017 Dynamic Blood Bank System Mumbai Maharashtra IIT January 2014 CBSE Senior Secondary January 2011 CBSE Banking VIDYASHRAM PUBLIC SCHOOL Blockchain Developer Blockchain Developer Zhypility Technologies Skill Details NETWORKING Exprience 27 months DATA ANALYTICS Exprience 11 months COMPUTER VISION Exprience 6 months JAVA Exprience 6 months MACHINE LEARNING Exprience 6 monthsCompany Details company Zhypility Technologies description une 2018 company Area Business Owner Amway Enterprise Limited description Business Strategizing Promotion Analytics and Networking Terms company Virtual description Developing Prototype of Smart India Hackthon to deployment level 3 Networking And Switch Intern Bharti Airtel Private Limited Mumbai company 1 International Research Scholar University Of Rome Tor Vergata Rome description Nov 2017 Nov 2017 Has done research on Reality Based Brain computer Interface and proposed paper in International Journal of Advanced Research IJAR 20656 accepted paper by reviewer and Smart Kisan Revolutionizing Country IJSRD accepted for publication company description under Reliance Jio Mumbai Dec 2017 Jan 2017 company Maharastra State Government Hackthon description company Virtual description I was handling group of Interns in the marketing and sales team of nearby to promote on all social media platform the nearby products company Promotion And Stock Marketing Drums Foods International description company 8 Data Science And Web Analytics POSITRON INTERNET Virtual description company description I was making people aware about women equality rights and raise voice against violence through various modes of events and other sources of media to help the society company IIT Bombay And IIT KGP Startup description company IIT Bombay And IIT KGP Startup description
Generate a Resume for a Blockchain Job
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Hobbies Playing Chess Solving Rubik s Cube Watching Series Languages English Hindi Marathi Education Details January 2014 to January 2017 Bachelor s Degree Information Technology First Class Pune Maharashtra JSPM s Jayawantrao Sawant College of Engineering January 2010 to January 2014 Diploma Information Technology First Class Nashik Maharashtra K K Wagh Polytechnic January 2010 SSC First Class Nashik Maharashtra New Era English School Blockchain Developer Blockchain Developer Corpcloud Global Services Pvt Ltd Skill Details Blockchain Exprience 6 months Smart Contracts Exprience 6 months DApps Exprience 6 months MEAN Stack Exprience 12 monthsCompany Details company Corpcloud Global Services Pvt Ltd description Worked productively with the Team to identify requirements and proposed ideas on enhancing the product Developing and managing user s Blockchain account wallets and transactions Regularly monitoring smooth executions of Blockchain transactions and wallet functions along with identifying and correcting possible errors Writing smart contracts their API s and documenting them company Corpcloud Global Services Pvt Ltd description Identifying complex bugs in the system and resolving them Implemented and updated application modules under the direction of Seniors Effectively coded required changes and alterations and checked in into repository using Bit Bucket Performed code check ins and check outs regularly and worked with API s
Generate a Resume for a Blockchain Job
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SOFTWARE SKILLS Languages C C java Operating Systems Windows XP 7 Ubuntu RDBMS Oracle SQL Database My SQL PostgreSQL Markup Scripting HTML JavaScript PHP CSS JQuery Angular js Framework Struts Hibernate spring MVC Web Server Tomcat and Glassfish Web Services REST AND SOAP TRAINING DETAIL Duration 4 months From United Telecommunication Limited Jharnet project Place Ranchi Jharkhand Networking Requirements Elementary configuration of router and switch IP and MAC addressing Lease Line OSI Layers Routing protocols Status Network Designer Education Details 2 High School Diploma Government Women Ranchi Jharkhand The Institution Blockchain Engineer Blockchain Engineer Auxledger Skill Details JAVA Exprience 19 months CSS Exprience 12 months HTML Exprience 12 months JAVASCRIPT Exprience 12 months C Exprience 6 monthsCompany Details company Auxledger description Worked with on lots of product on blockchain Bitcoin Build Wallet and explorer on Bitcoin Ethereum Build Wallet and explorer on ethereum blockchain Customize product on Ethereum Inventory system Build smart contract in solidity deployed in java byte code and on ethereum as well and I have written API in java spring on that and then build front end and called all Api Audit Logger I have audit logger for OTC exchange to keep all transaction record in blockchain DOC Safe on ethereum I have build an ethereum application to keep Documents safe on blockchain and document in encrypted form on server And explore with Litecoin Ripple exchange OTC P2P Hyperledger Fabric continue company description Worked with a USA team on blockchain on ethereum I have designed product on ethereum blockchain Setup private ethereum and bitcoin blockchain Worked on loyalty program system and HER System on ethereum network company ERP System CRM for Real Estate Company description At Lavisa Infrastructure Bangalore Sep 2015 Oct 2016 Software developer ERP System CRM for Real Estate Company company News Portal description On demand product development from client side requirement Like Dynamic website Content management system where I have designed front end with backend where content of website was manageable from admin panel News Portal News portal where content was in Hindi language I have used Html Css JavaScript JDBC MySQL data base Birthday Reminder A small web application for birthday reminder I have used HTMl CSS JavaScript JDBC MySQL DB Car parking System A web application for Management of Car Parking System I have used HTMl CSS JavaScript JDBC MySQL DB company Company portal for employee management for Inside Company description At United Telecom Limited Ranchi Nov 2013 Sep 2014 Web developer Company portal for employee management for Inside Company Onsite employee in different different district And management of all kind of government service like adhar card Birth certificate pan card tracker etc Technology skill Technology Blockchain Bitcoin Ethereum Ripple Hyperledger Fabric Block chain Private setup of blockchain Node building Smart Contract Solidity Language Smart Contract Api Java Spring Dapp Building Node js React js Express js
Generate a Resume for a Blockchain Job
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SOFTWARE SKILLS Languages C C java Operating Systems Windows XP 7 Ubuntu RDBMS Oracle SQL Database My SQL PostgreSQL Markup Scripting HTML JavaScript PHP CSS JQuery Angular js Framework Struts Hibernate spring MVC Web Server Tomcat and Glassfish Web Services REST AND SOAP TRAINING DETAIL Duration 4 months From United Telecommunication Limited Jharnet project Place Ranchi Jharkhand Networking Requirements Elementary configuration of router and switch IP and MAC addressing Lease Line OSI Layers Routing protocols Status Network Designer Education Details 2 High School Diploma Government Women Ranchi Jharkhand The Institution Blockchain Engineer Blockchain Engineer Auxledger Skill Details JAVA Exprience 19 months CSS Exprience 12 months HTML Exprience 12 months JAVASCRIPT Exprience 12 months C Exprience 6 monthsCompany Details company Auxledger description Worked with on lots of product on blockchain Bitcoin Build Wallet and explorer on Bitcoin Ethereum Build Wallet and explorer on ethereum blockchain Customize product on Ethereum Inventory system Build smart contract in solidity deployed in java byte code and on ethereum as well and I have written API in java spring on that and then build front end and called all Api Audit Logger I have audit logger for OTC exchange to keep all transaction record in blockchain DOC Safe on ethereum I have build an ethereum application to keep Documents safe on blockchain and document in encrypted form on server And explore with Litecoin Ripple exchange OTC P2P Hyperledger Fabric continue company description Worked with a USA team on blockchain on ethereum I have designed product on ethereum blockchain Setup private ethereum and bitcoin blockchain Worked on loyalty program system and HER System on ethereum network company ERP System CRM for Real Estate Company description At Lavisa Infrastructure Bangalore Sep 2015 Oct 2016 Software developer ERP System CRM for Real Estate Company company News Portal description On demand product development from client side requirement Like Dynamic website Content management system where I have designed front end with backend where content of website was manageable from admin panel News Portal News portal where content was in Hindi language I have used Html Css JavaScript JDBC MySQL data base Birthday Reminder A small web application for birthday reminder I have used HTMl CSS JavaScript JDBC MySQL DB Car parking System A web application for Management of Car Parking System I have used HTMl CSS JavaScript JDBC MySQL DB company Company portal for employee management for Inside Company description At United Telecom Limited Ranchi Nov 2013 Sep 2014 Web developer Company portal for employee management for Inside Company Onsite employee in different different district And management of all kind of government service like adhar card Birth certificate pan card tracker etc Technology skill Technology Blockchain Bitcoin Ethereum Ripple Hyperledger Fabric Block chain Private setup of blockchain Node building Smart Contract Solidity Language Smart Contract Api Java Spring Dapp Building Node js React js Express js
Generate a Resume for a Blockchain Job
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KEY SKILLS Programing languages C C Python Apex Visualforce Database Mysql Framework Django Technologies Salesforce com Administration and development Force com Salesforce CRM Blockchain Website Designing HTML5 CSS3 Project DIPLOMA Project Name VANET virtual Ad Hoc Network Technology Used Java About Project A system has been made for Video streaming In this project we give the Real time video steaming on two or more devices using VANET AP DEGREE Project Name Drowsiness Detection System Technology Used python Raspberry pi About project A system has been made for Driver safety when parson driving car It detects Drowsy condition of a parson then system brings the alarm Education Details January 2017 B E Computer Engineering Pune Maharashtra Sanghavi College of Engineering January 2014 Diploma Computer Technology Nashik Maharashtra Shree Mahavir Polytechnic January 2010 S S C Nashik Maharashtra C D O Meri High school BlockChain Developer Skill Details AP Exprience 6 months APEX Exprience 6 months C Exprience 6 months CRM Exprience 6 months CUSTOMER RELATIONSHIP MANAGEMENT Exprience 6 monthsCompany Details company description Job Description Managing the mining firm Creating the smart contract on Waves and Ethereum both Platform
Generate a Resume for a Blockchain Job
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KEY SKILLS Programing languages C C Python Apex Visualforce Database Mysql Framework Django Technologies Salesforce com Administration and development Force com Salesforce CRM Blockchain Website Designing HTML5 CSS3 Project DIPLOMA Project Name VANET virtual Ad Hoc Network Technology Used Java About Project A system has been made for Video streaming In this project we give the Real time video steaming on two or more devices using VANET AP DEGREE Project Name Drowsiness Detection System Technology Used python Raspberry pi About project A system has been made for Driver safety when parson driving car It detects Drowsy condition of a parson then system brings the alarm Education Details January 2017 B E Computer Engineering Pune Maharashtra Sanghavi College of Engineering January 2014 Diploma Computer Technology Nashik Maharashtra Shree Mahavir Polytechnic January 2010 S S C Nashik Maharashtra C D O Meri High school BlockChain Developer Skill Details AP Exprience 6 months APEX Exprience 6 months C Exprience 6 months CRM Exprience 6 months CUSTOMER RELATIONSHIP MANAGEMENT Exprience 6 monthsCompany Details company description Job Description Managing the mining firm Creating the smart contract on Waves and Ethereum both Platform
Generate a Resume for a Blockchain Job
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Hobbies Playing Chess Solving Rubik s Cube Watching Series Languages English Hindi Marathi Education Details January 2014 to January 2017 Bachelor s Degree Information Technology First Class Pune Maharashtra JSPM s Jayawantrao Sawant College of Engineering January 2010 to January 2014 Diploma Information Technology First Class Nashik Maharashtra K K Wagh Polytechnic January 2010 SSC First Class Nashik Maharashtra New Era English School Blockchain Developer Blockchain Developer Corpcloud Global Services Pvt Ltd Skill Details Blockchain Exprience 6 months Smart Contracts Exprience 6 months DApps Exprience 6 months MEAN Stack Exprience 12 monthsCompany Details company Corpcloud Global Services Pvt Ltd description Worked productively with the Team to identify requirements and proposed ideas on enhancing the product Developing and managing user s Blockchain account wallets and transactions Regularly monitoring smooth executions of Blockchain transactions and wallet functions along with identifying and correcting possible errors Writing smart contracts their API s and documenting them company Corpcloud Global Services Pvt Ltd description Identifying complex bugs in the system and resolving them Implemented and updated application modules under the direction of Seniors Effectively coded required changes and alterations and checked in into repository using Bit Bucket Performed code check ins and check outs regularly and worked with API s