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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 ~ (xxx-xxx-xxxx ~


                                                  Value Offered                                                


Highly accomplished Finance Professional able to merge solid interpersonal and communication skills to forge, nurture, and maintain strong business and customer relationships. Driven professional with sharp business acumen eager to contribute talents toward supporting a dynamic organization in maximizing operational and financial performance. Enthusiastically collaborates with internal colleagues to achieve established goals and expectations. Maintains thorough and up-to-date knowledge of financial products, industry trends, and customer requirements. Effectively communicates and motivates team members, fostering an atmosphere of teamwork and collaboration with an emphasis goal attainment. Blends integrity, innovative thinking, and leadership attributes to ensure first-rate customer satisfaction.


Mortgage Banking / Credit Analysis / Underwriting / Funding / Closing / Relationship Building

Portfolio Assessment / Annuities / Life & Health Insurance / Income Analysis / Product Knowledge

Team Building & Motivation / Client Relations / Competitive Drive & Strategic Thinking


Technical competencies include Microsoft Word, Excel, PowerPoint, FrontPage and Access; New Jersey Life and Health Insurance License.




Bachelor of Science, Marketing, August 2003

St. Thomas Aquinas College


                                                 Career Profile                                                


Financial Services Representative, 10/2008 C Present

DiPaola Financial Group

         Merge proven leadership talents with strong communication skills to provide in-depth advice and research support to clients on investment products, functioning as an information resource.

  • Leverage in-depth knowledge of insurance, annuities, and investment products to secure new accounts and consistently improve branch profitability and revenue growth.
  • Exercise outstanding interpersonal and analytical talents to effective assess current financial needs and deliver resolutions to complex customer concerns and problems without loss of client goodwill or further escalation.
  • Collaborate closely with interdepartmental colleagues and external sources in defining investment strategies, developing strong business alliances that optimize branch performance.
  • Direct the daily administration of client accounts and oversee accurate and compliant setup, processing, and maintenance, ensuring the highest levels of customer satisfaction.
  • Arrange meetings with 10-15 new clients weekly, and forge strong professional client relationships with existing clients that lead to improved levels of retention and referrals.
  • Provide leadership and direction to staff members in the execution of daily roles and responsibilities as a part of a high performance, innovative team that works cooperatively to achieve common goals.


Account Executive, 05/2007 C 04/2008 

JP Morgan Chase

  • Skillfully produced $6MM to $10MM in monthly originations; ranked among top 10% producers.
  • Successfully built and led a high-performance staff 25 Account Executives through strategic human resource management, team building, and leadership practices; built strategic alliances with 300+ Mortgage Brokers.
  • Demonstrated resourcefulness in all aspects of loan origination with responsibility for loan processing, loan funding, underwriting, credit analysis, debt analysis, and loan closing.
  • Seamlessly managed the entire loan processing function with responsibility for monitoring the flow of loans from pre-verification to submission to approval, ensuring the timely and effective close out of applications.
  • Supported clients throughout the entire process and worked with individual customers to determine financial obligations and develop customized repayment plans that met client needs.
  • Performed extensive analysis of loan documentation to determine outstanding exceptions or closing conditions, ensuring compliance with mortgage, lending and banking laws, regulations, and protocols.
  • Consistently closed sales of real estate loans, generating increased levels of referred and repeat business through strong relationship management and customer service.


Account Executive, 01/2004 C 04/2007

Argent Mortgage Company, LLC

  • Held accountable for the consistent productivity of a team of 30 Account Executives and personally produced $6MM - $10MM in loan revenue.
  • Implemented expertise in the mortgage origination process such as funding, underwriting, account management and production to acquire and maintain ranking with top %10.
  • Determined the credit worthiness of prospective clients through effective assessment of credit reports or relevant financial information.

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 ~ (xxx-xxx-xxxx ~







<<Hiring Agent Name>>


<<Company Name>>


<<City/State/Zip Code>>




I am currently seeking a challenging career opportunity as a <<Insert Role>> and am submitting my resume for your review. In advance, thank you for your time and consideration.


As indicated in the accompanying resume, I bring you a positive and energetic work approach and an exemplary blend of talents in the areas of loan origination, credit analysis, financial products, client relations, revenue growth, and account management. To complement these qualifications, I offer an unwavering commitment to providing stellar customer service and dealing directly with the public as a front-line company representative, keeping in mind to remain accessible to clients at all times while simultaneously exceeding goals. To date in my career, I have held progressively responsible positions based on a demonstrated ability to meet and exceed established goals and manage accounts.  


As a proactive contributor to your company, you will find me to be a driven professional committed to supporting you in achieving your objectives through superior motivational attributes, unparalleled levels of enthusiasm and personal dedication, and strong client relations.


With proven leadership abilities and a demonstrated record of personal success and achievement, I have recognizably improved levels of company and product positioning. I continuously utilize an aptitude to strategically indicate complex problems and review related information to develop and evaluate options and implement solutions. I am confident that I could be a valuable asset to your company, and look forward to interviewing with you in the near future.







Yyyyyy x. yyyyyy


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