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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Tel: (xxx-xxx-xxxx


Senior-Level Banking Executive with MBA eager to contribute strong client management, team leadership,

and business support experience toward optimizing a progressive employer s bottom-line performance.


Profile of Qualifications


         Integral leader who excels at identifying lucrative revenue-boosting opportunities, defining targeted strategies for capturing new business, developing an existing client base, and attaining solid leveraging in competitive markets.

         Excellent communicator who conceptualizes, creates, and delivers innovative product / services presentations.

         Ambitious self-starter who offers up-to-date knowledge of products, market / industry trends, and client needs.


Professional Experience


Bank Of America, La Verne, CA / Yorba Linda, CA                                                                          1988 to Present


Mortgage Loan Specialist

         Utilize broad scope of industry and financial services knowledge toward pioneering a new position within the high-volume banking center, including achieving excellence based on 8 loan applications and 5 funded loans.

         Drive business growth by demonstrating strong self-motivation and interpersonal relations skills.


Vice-President of Premier Banking

         Spearheaded successful division operations by effectively managing a client base comprised of 350 households and representing $60M in assets, including meeting and / or exceeding retention and business development goals.

         Leveraged outstanding consultative expertise to partner with clients in analyzing financial situations and goals which was instrumental in devising strategic solutions and action plans per individual needs and / or requirements.

         Directed consistent revenue growth for the company by securing and building a large-scale client base, along with driving an average of $10M in deposits and investments annually.

         Demonstrated exemplary motivational, communication, and relationship-building talents as a team leader for various company projects focusing on client satisfaction and loan specials.

         Proficiently provided complete financial bank services, such as collaborating with brokerage advisors to boost investment revenues to $1.2M per quarter.


Loan Officer

         Collected required information for loan approval processes and explained rationale behind credit decisions.

         Presented loan solutions and programs while maintaining borrower satisfaction via exemplary customer service.

         Led top-notch teams to enhance staff performance in cross-selling, compliance, and revenue production.



         Optimized collection efforts for home and car loans by merging tenacity, confidence, and problem-solving abilities.




Master of Business Administration                                                                                      University of Phoenix

Bachelor of Arts in Communications                                                       California State University, Fullerton


Professional Development


Series 6 & 63 Licenses • Licensed Notary Public

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