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





experienced financial services professional eager to contribute dynamic loan processing, underwriting, operations, marketing, administrative and coordination skills in a challenging financial management assignment.


career profile

ø  m.b.a., management.

ø  b.s., finance.

ø  over nine years of financial services industry experience.

ø  skilled in exceptional customer service and complaint resolution.

ø  well-versed in financial reporting, payment processing and documentation.

ø  adept in relationship development and facilitating repeat business.

ø  notable coordinator and facilitator with strong leadership skills.

ø  expertise in truth-in-lending disclosures and regulatory compliance.

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

ø  self-motivated, self-directed.

ø  knowledgeable in business unit operations.

ø  contributor in critical process improvement.

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

ø  underwriting 101, advanced underwriting and fha/va loan certifications.


professional experience

vanguard group/randstad, wayne, pa                                                                                    2009 - present

processing associate

      recruited to process monetary and shareholder requests on new and existing accounts.

      review applications and transactions for accuracy, thoroughness and compliance.

      acquire information from shareholders in order to complete applications.

      open new individual, joint, ira, 401(k), 403(b) and trust accounts.


sovereign bank, oxford valley, pa                                                                                              2004 - 2007

loan officer/personal bank representative

      processed loan applications, assisted customers with loans and opened new accounts.

      sold bank products and services and regularly exceeded quotas.

      analyzed customer requirements and matched them to appropriate bank service.


morgan stanley dean witter, jenkintown, pa                                                                                2003 - 2004


      communicated with individual and business clients regarding investments, funds and portfolios.

      analyzed market to recruit potential customers.

      performed follow-up calls on appointments to distribute marketing materials to customers.


 - continued -


yyyyyy x. yyyyyy

page two





internal revenue service, city, state                                                                                              2001 - 2002

data transcriber/tax examinier

      examined and processed 1040 and 1040ez forms into computer.

      contacted taxpayers with errors on forms.

      volunteered in clerical unit batching, stamping and mailing tax-related material.




technology skills

microsoft windows, mac os, awd, wave, vast, microsoft office suite, lotus notes, frontpage, photoshop, norton utilities, cleansweep, pc anywhere, close-up, quickbooks, visual basic, c++





strayer university

master of business administration, management, 2009


pennsylvania state university

bachelor of science, finance, 2004


mortgage underwriting university

underwriting 101

advanced underwriting

fha/va loans-




community involvements

member of a homeless assistance program

lead guitarist in local church

children s ministry teacher

member of mission team to peru

member of big brother organization



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