69Finance resume examples found
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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.
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.
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.
Developed strong end-to-end knowledge of the investment and consultancy industry within the company’s structure and through exposure to various functions within Tier 1 and Tier 2 financial organizations. Established relationships with stakeholders from a wide business network and portfolio.
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.
Focused position requiring great attention to detail and project management expertise to successfully manage accounting processes and facilitate business objectives.
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 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.
Finance manager
Forward-thinking financial executive with an impressive track record of implementing high-impact growth strategies, robust internal controls, efficient reporting systems, and decision support driving 20% YOY revenue growth. Navigates organizations through strategic ambiguity to strategic clarity and integrity. Serves as business strategist and catalyst by leveraging data and performance management cycles to address multiple aspects of strategic risk.
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.
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.
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.
Insurance
Meticulous professional, recognized for dedication to providing comprehensive service to clients, encompassing thorough evaluation of needs to recommend the best policies. Looking to build a strong career whilst aiding clients with insurance premiums, coverages, and claims information.
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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