10Banking resume examples found
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Performed financial transactions including receiving checks and cash for deposit to savings and checking accounts, verifying deposit amounts, examining checks for endorsement and negotiability. Ensure compliance with security and regulation procedures for the protection of cash and other assets.
Provided personal, customized, financial counsel and wealth management services for an established full-service investment firm. Managed and retained full-service investment relationships for over 400 clients; provided and administered investment portfolio management, financial planning, wealth management, custodial, trust, and brokerage accounts, and retirement and 401K planning.
Effectively oversee and manage a portfolio of middle-market relationships covering 27 states and 43 RCBO’s. Manage credit exposure limits of up to $10MM. Work with senior management in developing annual business plans and directing the group in the execution of these plans. Closely collaborate with partner groups to ensure that the financial needs of Wells Fargo clients are met. Oversee a variety of areas including underwriting, enterprise valuation, risk management, and talent management. Manage 3 direct reports and a team total of 9 credit professionals.
Oversaw a variety of Loan Servicing functions including Commercial, Real Estate, and Consumer loans. Processed final closing and distribution of paid loans and payoff demand statements. Guided lenders and staff regarding documentation, commercial loan booking, and underwriting compiled and stored credit and collateral files as per state, federal, and banking regulations. Analyzed loan data, documentation, and calculations per GAAP standards; identified risks and recommended policies /procedures to correct deficiencies and improve performance.
Managed complex portfolio of construction mortgage and commercial loans monitor escrow and PMI payments; evaluate financial data related to new and renewal loan requests. Diligently processed approximately 500 loans, reviewing collateral including UCC statements and Deed of Trust filings; created internal and external reports in regard to the company’s portfolio and asset performance. Collaborated with lender representatives and Client Manager to review and verify borrowers' income, loan repayment schedule, collateral, risk identification, credit reports, property appraisals, and title insurance documents, to prepare and submit loan applications; ensured all operations comply with company policies, Fair Lending, FDIC, and banking regulations. Selected to join Diversity & Inclusion committee to support companywide efforts.
Developed a relationship and sales plan for a diverse customer base. Provided a broad range of services including portfolio management, investment management, and credit and personal banking products.
Provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, recording night and mail deposits, and selling cashier's checks, answering customer questions, and referring to other bank services. Ensured compliance with bank operations and security procedures by participating in all dual-control functions.
Oversaw $5+ billion investment portfolio of complex fixed-income instruments including Collateralized Mortgage Obligations, Mortgage-Backed Securities, Asset-Backed Securities Hybrid ARMs, Corporate Debt, and Money Market Instruments. Established strategic initiatives to enhance liquidity, profitability while complying with asset/liability management objectives. Educated senior management regarding portfolio management and liquidity.
Led a team of 10 Portfolio Managers and 4 Administrative Staff covering three business lines. These lines included Minneapolis Middle Market Commercial Banking (customers with annual revenues of $20M to $500M); Twin Cities Depository & Payment Solutions (Deposit centric clients utilizing Treasury Management Solutions); and Twin Cities Non-Profit Banking (comprised of the arts, academics, sciences, and other 501c3 organizations.) Managed a total of 120 relationships with $1.5B in commitments.
Generated $1 M deposits in one year. Developed a relationship and sales plan for a diverse customer base. Provided a broad range of services including portfolio management, investment management, and credit and personal banking products.
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