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yyyyyy x. yyyyyy                                         

0000 xxxxxx xxxx , xxxx , xxxxx 00000



career objective                                           

driven professional with expertise in finance and business eager to contribute talents toward supporting the employer in optimizing operational and financial performance


ø  offer more than 9 years of progressive experience in financial analysis, business development, customer service, problem solving, cost controls, and operational management

ø  effectively identify and capitalize on opportunities to penetrate and develop markets; proactively monitor industry trends and developments, including competitive services and marketing activities

ø  provide excellent service for existing customers while expanding sales pipeline; manage key accounts, develop niche markets, administer major contracts resulting in high-revenue transactions, anticipate client needs and resolve escalated issues

ø  build, train, and lead top-performing support teams; strategically plan and coordinate workflow and human resources for optimal coverage while containing labor costs

ø  dynamic communication, presentation, negotiation, and relationship management skills

ø  extensive knowledge of du, eu, fha, fnma, va, and conv guidelines; ensure compliance with all government regulations and corporate policies

professional experience                            

client financial analyst, citibank                                                                                                         2005 c present

  • perform a broad scope of financial analysis and client relations duties; provide knowledgeable advice and customized recommendations regarding interdepartmental financial products and services
  • conduct extensive business development functions to continually expand client base while continuing to service existing customers; maintain excellent rates of  client satisfaction, retention, and referrals
  • actively participate in seminars, micro-marketing events, promotional campaigns, and product initiatives; coach and mentor tellers providing ongoing guidance on identifying  sales opportunities
  • travel to external companies to deliver educational presentations covering topics that include budgeting, managing checking and savings accounts, and using credit wisely
  • selected to serve as voice of the employee representing personnel in all 16 branches across maryland and liaising with senior management; collaborate on improving bank performance through direct response to issues


senior loan consultant, pinnacle financial corporation                                                                        2002 c 2004

  • independently built and managed a mortgage loan practice; cultivated strong network of local business partners to grow referrals
  • assisted clients with customized needs by drawing on depth of knowledge regarding mortgage lending principles; analyzed credit reports and worked closely with clients to secure loans


project manager / team leader, premier financial company                                                                 2000 c 2002

  • demonstrated dynamic leadership skills in successfully training, motivating, and managing 15-member fast track department team to achieve optimal productivity; routinely monitored monthly quote performance to identify and promptly resolve issues
  • in recognition of excellent performance, promoted to position entrusted with managing production and quality control for a 6-person loan team; named outstanding employee of the year (2000), ranking #1 in sales, strategic planning, and morale
  • established winning marketing plans and sales tools, including monthly homebuyer seminars, telemarketing campaigns, and referral programs


university of maryland, college park c robert h. smith school of business                                            1999

bachelor of science in finance and international business (double major)


~ credentials & professional affiliations ~

series 6 license ~ series 63 license ~ life & health license

member, maryland association of mortgage brokers (mamb)

secret clearance (expired; eligible for renewal)

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