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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

tel: (xxx-xxx-xxxx













hiring agent name


company name


city/state/zip code




i am currently seeking a challenging career opportunity in a <insert job title/position> capacity and am submitting my resume for your review. in advance, thank you for your time and consideration.


as indicated in the accompanying resume, i bring to you significant experience in lending and investments, strong financial acumen, and exemplary talents in client relations, credit analysis, and promoting financial services products to maximize business growth. to complement these qualifications, i offer outstanding planning, prioritization, and customer service skills which are paramount as a <insert job title/position>.


as a proactive contributor to your organization, you will find me to be a highly motivated and analytical professional committed to supporting you in achieving your objectives through superior self-initiative, unparalleled versatility, and well-honed leadership attributes. i am confident that i could be a valuable asset to <insert name of organization>, and look forward to interviewing with you in the near future.






yyyyyy x. yyyyyy









yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

tel: (xxx-xxx-xxxx



seeking opportunity in financial services where exceptional sales, customer relations, and analytical talents will provide an immediate and positive impact to a dynamic organization.


key qualifications


  offer 10+ years experience in lending and investment industry, and comprehensive knowledge of financial services sector.

  forge, nurture, and maintain strong client relationships to ensure first-rate satisfaction and maximize sales revenues, consistently exceeding assigned targets.

  self-directed and dependable; extensive experience in working autonomously without supervision.

  reputation for exemplary prioritization skills, business acumen, versatility and problem solving abilities.

  leverage sound analytical capabilities to evaluate and execute appropriate investment decisions.

  outstanding blend of decision-making, administrative, documentation and leadership expertise.

professional experience


marketing division of citigroup, 1999 to present

division manager

  confidently represent parent company citigroup by scheduling appointments, analyzing prospects financial needs, presenting financial and insurance solutions, and penetrating new business.


aurora financial services, 2004 to 2006

senior loan officer

  demonstrated polished organizational, communication and interpersonal skills to proactively convert high volumes of inbound calls/inquiries to closed loans.

  assessed applicants financial needs, recommended appropriate credit solution and loan program, and reviewed supporting documentation such as financial statements and tax returns to determine credit worthiness.

  cultivated solid client relationships to maximize satisfaction, referrals and loyalty.

  steered strict compliance with local, state and federal rules and regulations throughout loan process.


happy homes new orleans, llc, new orleans, la, 1995 to 2005

property manager

  applied dynamic leadership talents in managing lease negotiations and administration, coordinating property maintenance activities, and supervising onsite personnel.

  established and maintained excellent relationships with over 40 tenants.

  exercised strong critical thinking abilities to analyze construction and vendor service contract bids.

  consistently ensured and monitored compliance with legal regulations and contract terms/agreements.

  cost-effectively administered $70k budget per project for property maintenance and construction efforts.

education / licensure


nasd series 6 investment license

life and health insurance license

certificate in loan origination and debt consolidation

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