Yyyyyy x. yyyyyy 0000 xxxxxx xxxx , xxxx , xxxxx 00000
Results-driven professional eager to contribute dynamic financial management/analysis, business development and client servicing talents toward actively supporting the employer in optimizing performance as a key staff member.
Ø Offer progressive experience in strategic financial management and market analysis, with comprehensive background in budgeting, payroll and employee training.
Ø Effectively define, develop and implement targeted action plans to maximize operational productivity, efficiency and profitability.
Ø Proactive leader who successfully trains/develops, mentors and leads top-performing teams committed to providing superior service.
Ø Exceptional ability to research and evaluate industry trends and products and use findings toward designing and executing innovative strategies to boost company leveraging.
Ø Dynamic communication, presentation, relationship building and problem-solving abilities.
Ø Excel at interacting with broad populations including senior management and staff as well as clients and external contractors.
Ø Solid understanding of GAAP (General Accepted Accounting Principles) and experience working with capital assets and project accounting.
Chance Funding Inc. - Santa Ana, CA 2006-Present
Contribute dynamic leadership skills in managing all levels of employees, with full accountability for the effective administration of annual budget.
Successfully build, develop and motivate a commissioned sales force of 15-20 agents, planned and coordinated workflow and assigned projects to optimize utilization of human capital and operational resources.
Conduct comprehensive financial review and analysis to identify and implement enhancements instrumental to boosting outcome with SAS, ERP and SAP systems.
Apply sharp analytical skills, techniques and statistical methods to design credit risk models, evaluate outside scores and data products, and research collection techniques and effectiveness.
Proficiently assess credit marketing tests and provide credit decision support to improve the overall effectiveness of the internal credit programs.
Proactively forge and establish key relationships and pursue joint ventures, build top-level alliances and implement innovative promotional programs with leading financial institutions.
Indy Mac Bank - Irvine, CA 2003-2006
Sr. Mortgage Consultant
Relied upon to lend expertise toward actively motivating and leading employees, playing a solid role in supporting the development of top-performing team members.
Recognized by senior management for exceptional leadership performance and earned commendation successfully supervising agents through hands-on training and mentoring.
Managed complex financial programs, ensuring compliance with stringent federal/state regulatory guidelines.
GMAC/Ditech.com - Costa Mesa, CA 1998-2003
Sr. Loan Officer
Steered extensive financial analysis in order to effectively design, develop and launch targeted strategies to boost performance, consistently ranking in the top 5% company-wide for sales production among sales staff of 400+ agents and tripling sales volume by 300%.
Innovatively marketed core 1st and 2nd prime mortgage products.
Liaised effectively and collaborated directly with clients, team members, senior management, and external contractors.
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Yyyyyy x. yyyyyy page 2 of 2
Ameriquest - Orange, CA 1996-1998
Sr. Account Executive
Created strategic marketing plans to increase market share, resulting in increased monthly sales volume from 3 million in volume to over 12 million within one-year period.
Resourcefully developed new broker relationships on a daily basis and prepared energetic presentations, literature and promotional give away items.
Education & Professional Training
Bachelor of Arts in Business Administration - CSU San Bernardino (San Bernardino, CA)
California Salesperson License - California Department of Real Estate
California Finance Lenders License, California Department of Corporations
Loan Mastery Sales & Management Certificate - Mortgage Originator Magazine
Microsoft Office, Excel, Outlook, PowerPoint, Calyx/point, LP and DU, General Accounting Software, Statistical and Trend Analysis Software
Member - City of Rancho Cucamonga Chamber Commerce
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