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.
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.
vanguard group/randstad, wayne, pa 2009 - present
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
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.
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++
master of business administration, management, 2009
pennsylvania state university
bachelor of science, finance, 2004
mortgage underwriting university
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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