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Yyyyyy x. yyyyyy

2701 Spyglass Hill Road | Xxxxxx, XXXXXX xxxxxx | (xxx-xxx-xxxx |


Highly experienced Financial Services professional with expertise spanning Investment through Banking eager to contribute talents toward supporting the employer in maximizing operational and financial performance as a key staff member.  Core competencies include:


© Analysis/Problem Solving/Resolution

© Staff Development/Performance Management

© Entrepreneurial Vision/Leadership Talent

© Persuasive and Effective Communicator

© Business Acumen and Technical Savvy

© Marketing/Promotions/Brand Equity

© Sales Forecasting/Strategic Planning

© Identify and Monitor Competitive Activity

© Sharp Negotiation Skills

© Business Development/Client Relations


Professional History


2010:  Citizens Bank of Xxxxxx, Xxxxxx, XXXXXX - REO Specialist

   Managed all aspects of REO negotiations, compliance and marketing strategies to optimize revenue results while monitoring risk-based insurance of REO transactions; led tactical management of open house, property staging and private showing activities.

   Verified title commitment details, negotiated purchase contracts and spearheaded contract bid review to hire contractors to perform finish-out services; maintained detailed checklists, ensured accuracy on all related documentation, and contributed solid financial acumen to formulating strategic pricing plans.


2008 to 2010:  Citizens Bank of Xxxxxx, Xxxxxx, XXXXXX - Banking Center Manager

   Provided leadership and oversight for Banking Center operations; monitored and reviewed individual employee performance, implemented training and development strategies, and ensured total accountability with all compliance requirements.

   Led client needs assessment processes to identify individual needs and applied strong understanding of financial products to recommend appropriate solutions; generated sales through networking, relationship management and key marketing tactics to secure over $15MM in deposit funds.

   Introduced specialized sales training to impact team performance results; identified, hired and trained a high performance team of professionals.


2003 to 2008:  RAM Real Estate Investments, Folsom, CA - Assets Manager/Owner

   Led client relationship management strategies to deliver optimized returns for key clients; collaborated with 3rd party property managers and leasing agents to guide business plan development, budgets, lease administration and activity forecasts.

   Developed and communicated asset management reports to investors and consultants; managed full life cycle financial analysis for each asset from acquisition to disposition.


1998 to 2003:  Washington Mutual Bank, Folsom, CA - Assistant Banking Center Manager

   Oversaw day to day activities of branch employees, administration of all operations including; product sales, customer service, and employee development.

   Performed ongoing assessments to mentor and motivate staff; gained reputation as knowledgeable and progressive leader with the ability to drive aggressive performance and productivity goals.

   Supported a customer driven atmosphere and provided a superior level of customer relations, promoted sales and service culture through coaching, guidance and staff motivation, consistently exceeded individual and branch sales goals through new business sales, referrals and retention of account relationships. 

   Spearheaded improvements in prospecting and closing strategies, leveraging face to face techniques for enhanced relationship development.

   Ensured compliance with all operational standards and loan processing requirements; performed quality audits to ensure document compliance and regulatory requirements, interpreted policies while analyzing applicant, property and documentation verification.


Arizona State University, Tempe, AZ C Bachelor of Arts, History

Yyyyyy x. yyyyyy

2701 Spyglass Hill Road | Xxxxxx, XXXXXX xxxxxx | (xxx-xxx-xxxx |




Address 1

Address 2




Date Here



Dear <Name Here>,


Are you seeking a dynamic, ambitious and results-driven Finance Industry Management Professional with experience in organizational development, process improvement and finance management to join your team?  As a progressive and proactive professional, I have always viewed my position in an organization as being a business partner to the operations team, and an advocate for achieving solid business results. 


I have significant experience in leading aggressive process improvement strategies in profit, revenue generation, customer loyalty and reporting functions, resulting in increases in overall profits, revenue and sales margins.  I have improved operations through the implementation of new processes and procedures, and have been acknowledged by my employers for my accomplishments. This, along with my expertise in new business development and strategic planning makes me an ideal candidate for the position of <position here>.   


I have an excellent track record of cultivating business relationships, and executing business development and account management initiatives. In addition, I am highly experienced in leading employee development and training strategies that result in the creation of high performance teams - I am a proponent of empowerment and accountability, and my staff members typically achieve exceptional personal and professional results.


According to the job description for <position here>, you are seeking someone with the ability to <choose something from the job description here>.  I am well versed in <specific here> and know that I could be an integral member of your team.


I would like to be considered for a position with <organization here> in which someone of my background could make a contribution. I will contact you soon to arrange for an interview. Should you require any additional information, I can be contacted at the phone numbers listed above.


Best Regards,















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