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.
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.
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.
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
Series 6 & 63 Licenses • Licensed Notary Public
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