Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

(xxx-xxx-xxxx

Abc@xyz.com

Country of Citizenship: United States

 

 

Core Competencies

 

Finance, Lending, Banking, Executive, Management, Operations, Administration, Budget Analysis/Administration, Forecasting, Collections, Auditing, Due Diligence, SOX Compliance, Regulatory Compliance, Internal/Corporate Standards Compliance, Cross-Functional Team Building, Training & Development, Resource Management, Quality Assurance, Policies/Procedures Development, Process Improvements, Performance Optimization, Project Administration, Program Management, Relationship Building, Business Development, Client Relations, Customer Service, Management-Level Reporting, Research, Statistical Analysis, Proposals, Contracts

 

Professional Experience

 

07/2008-02/0000 xxxxxx xxxx , xxxx , xxxxx 00000

Annual Salary: $50K

Hours per Week: 40

Supervisor: Jeff Holler; Phone xxx-xxx-xxxx ; Contact: No

Steered Branch Loan Department operations for a $75M financial lending institution operating 3 personal/commercial banking service branches and delivering broad-scope banking products spanning savings, checking, IRA, and Money Market accounts as well as traditional lending products including first mortgages, second mortgages, HELOC mortgages, VISA, Overdraft, signature, auto, debit cards, and related products/services. Effectively recruited, trained, developed, and led a cross-functional loan servicing and collections team to maximize client services and financial performance.

Proficiently planned, coordinated and managed daily workflow assignments with diverse CU departments for optimal efficiency, productivity and compliance with service standards. Strategically streamlined, developed and implemented policies and procedures vital to boosting quality, efficiency and compliance of operations. Applied strong research, analysis and detail-orientation skills toward conducting comprehensive vendor due diligence, performance monitoring and management tracking reporting to identifying, troubleshooting and resolving multiple loan exceptions on escrows, overdrafts, HELOC, supporting documentation, and system parameters.

Key Achievements:

Defined, developed and executed dynamic training, resource allocation and employee morale programs and fostered a collaborative teamwork environment instrumental to achieving 1% reduction in delinquencies within first 6 months of launch.

Collaborated in designing optimal system parameters for attaining loan compliance and product requirements.

Substantially improved operational efficiency and quality by re-writing collection policy, enhancing staff training documentation practices and creating/introducing strategic processes to increase loan tracking and reporting accuracy and reliability.

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03/2008-07/0000 xxxxxx xxxx , xxxx , xxxxx 00000

Annual Salary: $45K

Hours per Week: 40

Supervisor: Cindy Delozier; Phone: 800-869-3557; Contact: Yes
Recruited to spearhead new internal/external customer development and market expansion initiatives for multi-billion dollar global financial leader offering full range of mortgage, investment and banking products.

Key Achievements:

Successfully identified, targeted, developed, and managed lucrative B2B partnerships in highly competitive, down-turning market.

Capitalized on opportunity to enhance skills in new business development.

08/2006-03/0000 xxxxxx xxxx , xxxx , xxxxx 00000

Annual Salary: $52K

Hours per Week: 40

Supervisor: David McKenzie; Phone: 415-222-2054; Contact: yes
Provided senior/corporate management with critical objective and professional evaluations of operations through comprehensive IT/banking systems audits focused on corporate standards and bank policies compliance.  Efficiently applied standardized audit programs toward maximizing results in audit/internal control review pre-planning, business risk analysis and validation of findings.  Proficiently compiled and produced detailed summary documentation and supporting evidence of audit results targeted toward areas of improvement or risk.

 

Key Achievements:

Recognized and awarded for substantial contributions to company performance and compliance in creating new, user-friendly Sarbanes-Oxley (SOX) audit reference materials.

Took the initiative to volunteer for team and business development projects, enhancing personal contributions to overall performance.

09/2004-03/2006
Loan Funding/Servicing Supervisor

WELLS FARGO BANK

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Annual Salary: $42K

Hours per Week: 50

Supervisor: Mary Ann Coons; Phone: 303-863-6307; Contact: Yes

Successfully trained, developed and led a high-performance team of 25 funding, data entry and customer service staff; managed inbound calls/mail, inquiries, liens perfection, payments, loan funding, contract compliance audits, adjustments, and collateral perfection.  Effectively researched, compiled, analyzed, and reported on diverse, multi-source operational data spanning unit production and productivity/quality statistics for management-level performance reporting and assessment.

 

 

 

 

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Key Achievements:

 

Recognized with 4 Leadership and 2 Excellence Awards in response to outstanding performance and contributions to corporate success.

Strategically designed and integrated multiple cross-functional programs instrumental to boosting productivity and quality of operations.

Introduced workflow and procedural improvements significantly streamlining loan processes and quality across 3 functional areas and 2 departments by creating innovative new GL (General Ledger) tickets and funding tracking systems; led to monetary award and recognition by senior management.

10/2001-09/2004

WELLS FARGO BANK

Supervisor, Receipt & Distribution/Reception

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Annual Salary: $39K

Hours per Week: 40

Supervisor: Glenda Zobjeck; Phone: 303-504-5124; Contact Yes

Productively managed client-focused team of 21 staff in efficiently fielding incoming calls and mail as well as handling receipt processing/distribution; designed and implemented dynamic training/cross-training programs and closely monitored employee progress through modules to ensure optimal results. Proficiently managed documentation for thousands of loan applications, including time-sensitive peak lending periods, and generated detailed loan pipeline reports for presentation to senior management. 

Contributed solid understanding of accounting practices toward efficiently monitoring payables and reconciling trust accounts. Additionally applied talents toward collaborating in broad-scope security management and IT/telecommunication implementation projects.

 

Key Achievements:

Recognized with Service Excellence Award in response to contributions in delivering outstanding internal and external partner/client servicing vital to building customer loyalty, revenue development and retention.

Successfully created and integrated tracking system to boost trust-account disbursement processing turnaround.

In recognition of strong leadership qualities, selected to serve as site Emergency Management Plan Coordinator, with responsibility for establishing and executing procedures and contingency plans. 

02/2000-10/2001

Vice President of Lending/Loan Department Manager

U.S. CONSOLIDATED FEDERAL CREDIT UNION

Denver, Colorado

Annual Salary: $45K

Hours per Week: 40

Supervisor: Steve Vickers; Phone: 303-888-7002; Contact: Yes

Proficiently audited and troubleshot loan portfolio for compliance.  Applied industry expertise as well as strong communication and presentation skills toward representing Credit Union at bankruptcy and small claims court hearings.  Effectively trained staff in all facets of loan processing and documentation.

 

Key Achievements:

Substantially enhanced Credit Union s CAMEL rating, addressing critical capital adequacy, asset quality, management quality, earnings, and liquidity issues through effective audits and compliance improvements.

Spearheaded seamless conversion of major system, including preparing staff for transition as well as auditing approximately 400 mortgage loans over a time-sensitive 1-week time span immediately prior to conversion.

Significantly reduced delinquencies and improved collections through innovative, proactive new policies and procedures.

 

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Education

College/University:

 

American University-Washington, DC

Degree: Master of Arts

Major: Economics

Earned: N/A; took courses toward degree, 1995-1996

GPA: 3.0

Credit Hours Earned: 0000 xxxxxx xxxx , xxxx , xxxxx 00000

Degree: Bachelor of Arts

Major: Economics

Earned: May 1994

GPA: 2.8

Credit Hours Earned: 120

Key Coursework: Economics and Business Management

 

Vocational School:

 

Boulder Vo-Tech-Boulder, CO 80304

Certificate: Printing and Graphics:

Earned: 1986

 

High School:

 

Boulder High School-Boulder, CO 80302

Diploma: General Studies

Earned: 1983

Specialized Training/Professional Development

Wells Fargo Courses C select list:

Building Management Essentials

Operations-High Trust Training
Creating an inclusive Environment
Coaching for Legendary Service
Frontline of Leadership Training
Technical Writing Class

 

Additional:

 

Canaudit Training
Control & Security of PeopleSoft
Business Objects-Intermediate End User Training

InfoSol Training

 

 

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Professional Affiliations/Credentials

 

Member, Institute of Internal Auditors (IIA)

Member, Board of Directors, Timber Cove Condominium Association

Licensed Insurance Agent, Life, Health & Annuities, State of Wyoming

Notary Public, State of Colorado and State of Wyoming

 

Technical Proficiencies

 

Hogan-SHAW, ACAPS, EDS, XP, Concentrex, Symitar, LIS, Outlook, Microsoft Office (WordPerfect, Excel), AS400, Business Objects DB2, DOS, E-Fax, ICE, LDRPS, Witness