yyyyyy x. yyyyyy                                                            0000 xxxxxx xxxx , xxxx , xxxxx 00000

(xxx-xxx-xxxx

                                                                                                                                               abc@xyz.com

 

objective

driven leader eager to contribute dynamic administrative, sales, business development, underwriting, marketing, relationship building, communications and customer relations skills in a challenging financial services management assignment.

 

career profile

ø  b.a. degree.

ø  over ten years of financial services experience with a national leader.

ø  knowledgeable in diverse management, underwriting and customer service functions.

ø  contributor in critical process improvement.

ø  comprehensive understanding of business and operations management.

ø  record of promotion to positions of increasing responsibility and authority.

ø  provide effective support to executive management.

ø  adept in relationship development and facilitating repeat business.

ø  proven accomplishments in coordination, strategic planning, and project management.

ø  track record of ability in ms office suite and other advanced business software applications.

ø  notable coordinator and facilitator.

ø  outstanding capacity in customer service.

ø  highly motivated self-starter.

ø  well-organized multi-tasker with strong detail orientation.

 

professional experience

wachovia bank, location                                                                                                           1997 - present

regional underwriting manager/avp administrator (2005-present)

         promoted to oversee 50-employee region,

         oversee all operations management functions.

         plan and implement staffing strategies to achieve necessary personnel levels.

         ensure staff individuals attained needed skill sets to meet organizational requirements. 

         assume responsibility as initial point of management contact to rapidly resolve any escalated underwriting and processing questions/issues.

         originate and distribute standardized reports on an accurate and timely basis.

         evaluate organizational performance.

         successfully identify risks, issues, trends and variances.

         designated to serve as project manager for multiple, critical initiatives.

         facilitate strategic planning procedures/methodologies.

         administer recruitment process including interviews, hiring and terminations as necessary.

         spearhead high level mortgage reviews for loans up to $1mm.

         evaluate customer credit profiles.

         assess risk pertaining to key business decisions.

         hold authority to approve/deny loans.

  have successfully established positive, long-term advisory relationships with clients.

  profile situations from client perspective with goal of achieving results in best interest of client and company.

  upgraded customer service evaluations 20% in two quarters.

         initiated and delivered financial solutions covering deposits and loan mortgages.

         design and implement sales strategies for maintaining/further penetrating existing client relationships.

 

 

 

 

 

 

 

yyyyyy x. yyyyyy

page two

 

 

district underwriting manager (2003-2005)

         advanced to direct high volume underwriting operations.

         facilitated well-received coaching/counseling sessions with direct reports and other employees on a monthly and quarterly basis.

         assessed and identified opportunities, assessed risk elements and defined technical requirements.

         track record of developing/documenting upgraded processes.

         administered insightful assessments of work procedures.

         increased business through existing client relationships.

         expanded branch deposits by $4.2mm within two quarters.

 

customer service manager (2002-2003)

         tasked with critical customer relations responsibilities key to profitability and repeat business.

         effectively researched best practices to identify, analyze, evaluate and implement process improvement solutions.

         championed positive vision for servicing teams.

         developed strong team work ethic.

         utilized dual consultative sales and financial expertise to initiate value-added client solutions.

 

 

earlier background

prior to 2002, served wachovia/goldenwest as savings branch manager, customer service supervisor and customer service representative.  in these assignments, developed outstanding unit management, staff supervision, financial service operations, sales/business development and customer service skill sets. 

 

 

education

california state polytechnic university, pomona, ca

bachelor of arts, behavioral science

 

 

 

yyyyyy x. yyyyyy                                                            0000 xxxxxx xxxx , xxxx , xxxxx 00000

(xxx-xxx-xxxx

                                                                                                                                               abc@xyz.com

 

 

cover letter text

 

date

 

 

 

hiring agent name

title

company name

address

city, state   zip code

 

dear                   :

 

i am currently seeking a challenging career opportunity in a financial services management capacity and am submitting my resume for your review.  in advance, i thank you for your time and consideration.

 

as demonstrated in the accompanying resume, my professional qualifications include a b.a. degree and over ten years of successful financial services management background with a national leader.  to complement this background, i possess demonstrated expertise in business development, underwriting, risk management, projects, team building and customer service, as well as strong analytical, problem-solving and managerial capabilities.  as an employee, you will find me to be an enthusiastic and disciplined team player, committed to supporting you in achieving your objectives through superior performance. 

 

i am confident that i could be a valuable asset to your firm, and look forward to interviewing with you in the near future to further discuss my areas of experience and expertise that would be a contribution to your organization.

 

 

 

 

sincerely,

 

 

yyyyyy x. yyyyyy

 

 

 

 

 

attachment

 

 

 

 

yyyyyy x. yyyyyy                                                            0000 xxxxxx xxxx , xxxx , xxxxx 00000

(xxx-xxx-xxxx

                                                                                                                                               abc@xyz.com

 

 

 

thank you letter text

 

 

date

 

contact name

company name

address

city/state/zip code

 

dear _______________________________:

 

i would like to thank you for providing me the opportunity to interview with you and discuss the exciting financial services management position currently available with your organization.  having gained a deeper insight into the job requirements and your objectives, i am confident you will find me a valuable asset in achieving your goals.

                                                         

as discussed, i am an enthusiastic, disciplined team player eager to continue a successful career as a dedicated member of your staff.  i believe you will find my dynamic management, coordination and communications skills vital to your operations and look forward to contributing to your success.

 

should you have any additional questions, or to discuss future employment opportunities, please feel free to contact me at your earliest convenience.  again, thank you for the enlightening interview.  i look forward to your response.

 

 

 

 

sincerely,

 

 

 

yyyyyy x. yyyyyy