career objective                              

results-driven financial professional eager to contribute demonstrated leadership, business development, and strategic problem-solving skills toward actively supporting the employer in optimizing profitability

profile                                                

ø  offer more than 10 years of progressive banking and finance experience, with expertise in customer service, business development, risk assessment and mitigation, loan underwriting, and operational management

ø  effectively identify and capitalize on opportunities to penetrate and develop markets in highly competitive environments; demonstrated ability to succeed despite unstable conditions

ø  successfully target, prospect, secure, and manage major accounts; develop and maintain a diverse consumer base by facilitating a client-focused, service-oriented environment vital to maximizing customer satisfaction and retention

ø  excel at recruiting, building, and leading top-performing support teams; strategically plan and coordinate workflow and human resources for optimal coverage while containing labor costs

ø  develop and implement innovative sales strategies and initiatives; create new partnership opportunities, design effective marketing collateral, and conduct instructional seminars

ø  dynamic communication, presentation, negotiation, and relationship management skills; ability to cultivate critical, long-term business connections

ø  ensure compliance with all corporate policies and procedures as well as government laws and regulations

ø  proactive team player equally effective in independent and collaborative settings

professional experience                

broker analyst / broker management, us bank                                                                                    5/08 c present

               

marketing representative / collections, united accounts                                                                      insert dates

                               

manager / loan officer, red river mortgage                                                                                         7/06 c 5/08

                              

loan officer / assistant manager, tristate financial services                                                                 5/02 c 7/06       

               

senior loan officer, citifinancial                                                                                                          1/99 c 5/02

 

~ key achievements ~

• entrusted with oversight of us bank broker and loan officer activity and documentation to ensure accuracy, completeness, and compliance with all regulatory guidelines; proactively identify and investigate potential fraud
• performed a broad range of sales and marketing functions to grow key tri-state territory for united accounts; created advertising collateral, developed and conducted informative client seminars, and provided excellent customer service
• generated more than $10k in new monthly sales while managing all aspects of daily operations for red river mortgage including human resources and staff training, marketing, and legal and technical development
• consistently ranked as top performer and first in self-generated new sales with tristate financial services; beat established goals and drew an average of more than $15k in monthly revenues
• successfully built expansive loan portfolio through active business development with local retailers and consumers; effectively collected on delinquent accounts for citifinancial

education                                           

bachelor of business management and administration, minot state university

 

~ licenses ~

licensed life and health insurance agent c north dakota
licensed notary c north dakota and minnesota

 

 

date

 

 

 

hiring agent name

title

company name

address

city/state/zip code

 

dear__________________:

 

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

 

as demonstrated in the accompanying resume, my professional qualifications include 10 years of experience in the financial industry with a solid record of significant territory expansion, successful account management, and excellent customer service.  i excel at analyzing complex financial data and am adept at assessing potential risks to develop favorable solutions.  i ve effectively utilized my sales, marketing, and leadership skills in every position i ve held.  my outstanding communication and organizational aptitude have consistently proven instrumental in my ability to build, train, and manage interdisciplinary teams responsible for high dollar closings.  to complement this background, i offer a bachelor s degree in business management and administration

 

as an employee, you will find me to be a driven 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 company, and look forward to interviewing with you in the near future.

 

sincerely,

 

 

 

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