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career objective
results-driven business and financial industry specialist eager to contribute superior business development, account servicing, and analytical skills toward supporting the employer in optimizing operational and financial performance
profile
ø offer numerous years of progressive experience in the financial and insurance arena, with expertise in sales, customer service, operational management, human resources, and accounting functions
ø successfully cultivate long-standing business relationships instrumental to maximizing sales performance; administer major contracts resulting in high-revenue transactions
ø monitor trends and developments, including competitive services and marketing activities; effectively identify and capitalize on opportunities to penetrate and develop markets
ø dynamic communication, presentation, negotiation, and relationship management skills; sharp technical proficiencies including ms office and quickbooks
ø proactive team player equally effective in independent and collaborative environments
~ key achievements ~
- generated more than $11k in sales of annual premiums within first month as an independent life agent
- granted award for sales of more than $1m in title insurance
- named rookie of the year at financial title
education
a.a. in small business operations, los medanos community college, pittsburg, ca anticipated graduation may 2010
~ professional credentials ~
notary public (current) ~ life insurance license (current) ~ financial operations principal c series 27 license (expired)
professional experience
life agent, american income life, concord, ca 2/09 c 9/09
identified prospective clients and delivered winning presentations on life insurance policies and options to small business owners
applied depth of knowledge regarding benefit programs and persuasive communication skills towards increasing enrollment figures, as well as assisting existing clients and increasing coverage
investigated and resolved potential account issues, responded to inquiries, and performed administrative functions
sr. escrow officer, financial title, walnut creek, ca 1/03 c 7/08
successfully managed a high volume of escrow transactions from start to finish; provided outstanding client service while increasing revenue
interpreted complex terms and contingencies contained in escrow; reviewed and verified legal documents including notes, deeds, deeds of trust, instructions, settlement sheets, and agreements to ensure accuracy, completeness, and compliance with binders or commitments
wrote and modified escrow instructions, obtained releases of liens and other encumbrances, and conducted property surveys
performed accounting functions, including calculating interest, prorated taxes, hazard insurance costs, loan interest, and rents
operations manager, vp, alamo capital, walnut creek, ca 4/96 c 12/02
expertly directed staff in day-to-day operations and executed a range of accounting duties for busy brokerage; developed and implemented standard operating procedures
served as liaison for broker dealer and clearing firm, efficiently resolved trade issues, accurately processed u4 and u5 nasd/sec filings, and generated month-end focus reports for nasd filing
produced monthly p&l statements and analytical reports instrumental to senior management in assessing business performance
diligently maintained a/p system, prepared invoices, managed disbursements, reconciled bank accounts, processed employee payroll and 401(k) benefits, and balanced trading inventory on a daily basis
hired, trained, scheduled, motivated, and managed operations staff; delivered formal and ongoing performance reviews
~ community activity ~
volunteer, insert name of non-profit, insert location insert date c present
volunteer twice a week in support of organization dedicated to providing food for families in need; contribute to special holiday events in addition to ongoing efforts
organized and produced outreach event that fed and clothed 150+ families and provided health care information
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