59Finance resume examples found
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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.
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.
Recruited to undertake due diligence and restore company profitability, involving considerable improvements to finance, HR, payroll, and legal operations. Managed product initiatives including sourcing, contracting and designing business models and break-even analyses.
Directed general accounting, finance, and budgetary control, maintenance of fiscal records, and preparation of financial, sales, and operational reports. Presented accounting and financial statement and analysis data to the executive team and recommended improvements.
Promoted Allstate Insurance products and services in all endeavors by utilizing up-selling and innovative sales strategies. Advised clients on various asset protection insurance coverage options and utilizes an expert consultative selling approach with clients; known as a trusted advisor. Collaborates with external partners and the local community for referrals. Serves as a liaison between the agency and community to promote insurance products and services. Provides training to new hires on all products, services, sales, and computer systems.
Managed complex claims litigation, service standards, reporting procedures, statutory compliance, and efficient operation for 6 upper midwestern regions while serving as an expert on all issues related to severe commercial general liability claims and automobile claims including commercial equipment and toys(boat, motorcycle, RV). Built high-performing teams through hiring mentoring, and coaching while overseeing claims teams ranging from 8-10 employees. Provided strategic direction and leadership to the Nationwide Blue Ribbon glass program.
Provided leadership to the executive team, senior management, and sales leadership on financial planning, investments, budgets, cash flow, sales forecasting, and process improvements while directly managing sales operations. Managed the day-to-day inputs for the company financial forecast while serving as a solid foundation and knowledgeable advisor throughout the financial decision-making process.
Oversaw the day-to-day financial activities including accounts payable, accounts receivable, and payroll. Established financial policies and procedures; managed financial reporting and monitoring compliance. Debt refinanced $1.7M to secure more favorable contract terms. Sourced funding by presenting a 3-year income model, business plan, and performance analysis to prospective equity investors, commercial banks, and leasing companies.
Provided insurance and financial services and education to empower people to choose the best financial solutions for their life and legacy needs. Leveraged low- to no-risk life insurance, retirement, business, and estate planning products and solutions. Collaborated with external partners and the local community to promote financial products, services, and wealth accumulation.
Provided investment opportunities for Fortune 500 corporations, governments, and some of the world’s most affluent investors. Fostered relationships at the topmost levels while charting and executing value-driven transactions. Business and Market Impact.
Banking
Methodical and customer-oriented professional, with 2 years’ experience in customer facing positions in high-pressure and fast-paced work environments within the retail sales industry. Offering practiced communication and critical thinking skills to resolve client issues and address complaints.
Financial analyst
Accomplished Senior Financial Analyst, offering in-depth knowledge and extensive experience in directing and advising on all aspects of complex financial and accounting processes. Effectively utilizes various financial techniques to analyze financial data, recommend tools, systems, and accounting measures to drive profitable performance. Offers leadership experience with the interpersonal skills needed to build strong relationships. Thrives in fast-paced environments requiring the ability to prioritize and manage multiple projects within time limits.
Insurance
Highly skilled Insurance agent with 17+ years of documented accomplishments driving up revenue, building exceptional customer relationships, and optimizing profits by selling insurance and financial products. Experienced in banking automation industry; proven ability in closing large, complex sales with C-level executives. Highly effective communicator and negotiator who easily establishes relationships, resolves customer problems, and ensures customer satisfaction. Winner of numerous sales performance awards including 4 presidents club recognitions.
Finance manager
Methodical finance manager with 6+ years’ professional experience in successfully growing clients’ revenue streams through strategic financial plans and project management. Offering expertise in evaluating business performance, developing detailed financial reports and competition analysis, and cash flow management in support of corporate and individual clients.
Financial advisor
Client-focused financial and banking professional, offering 12+ years of verifiable experience in financial services and client services operations with leading banking institutions. Equipped with both entrepreneurial and intrapreneurial leadership to drive top/ bottom-line growth. Utilizes excellent communication skills to develop a relationship with cross-functional business partners and key internal and external stakeholders. Implements cutting-edge solutions that foster improved processes, sound credit policies, and profitability.
Banking
Knowledgeable bank teller seeking position as a bank manager, leveraging working knowledge of large branch banking practices and exceptional customer service. Proven expertise in managing a wide variety of bank transactions, training others, and completing 15% more transactions per hour than the average.
Financial analyst
A highly astute, energetic, and team-spirited financial analyst graduate seeking a position to meet and exceed an organization’s goals and objectives. Adept at working as part of a cross-functional team or independently. Communicates effectively with all levels of an organization.
Insurance
Adaptable automotive insurance agent seeking transition to the corporate insurance industry. Leverages customer service, sales ability, and risk management skills, with a demonstrated ability to manage a large portfolio of recurring clients and increase personal sales by 20% year-over-year.
Finance manager
Accomplished finance manager with over 6 years’ experience in managing, evaluating and redefining team structures to meet strategic operational goals whilst providing financial guidance to organizations. Eager to leverage my leadership skills to drive business goals through strategic financial development initiatives.
Financial advisor
Strategic financial advisor with a master’s in finance and business management. Offering over 6 years’ experience in financial reporting and analysis to support process improvement initiatives. Looking to drive organizational growth through strategic financial planning at a fast-paced organization.
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