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OBJECTIVE: To secure a position in an administrative fast paced environment
SUMMARY OF QUALIFICATIONS
years’ experience analyzing data, building business relationships, and promoting products
Responsible for over high-value business accounts with loan funding up to $. million/day
Expertly trained West Coast Region of national financial institution in new proprietary software
Experienced in MS Word, Excel, PowerPoint, Outlook, and Quickbooks
Outstanding communication skills, organizational skills, and professional demeanor
EMPLOYMENT HISTORY
Wells Fargo Bank, San Francisco, California ()
Increasingly responsible positions in underwriting, funding, research analysis, business relationship management, and retail operations support
Business Relationship Manager __________________________________________(-)
Monitored over high-value business accounts to best serve their business objectives
Responsible for overall success and growth of assigned territory
Contacted business representatives to build relationships and identify needs
Served as sole point of contact between business customers and various bank departments
Cross-sold products and assisted in securing credit lines
Analyzed accounts to determine the best, most cost-effective products for each business
Maintained compliance with governmental regulations and received quarterly certifications
Trained relationship managers and associates in company policy and customer service
Consumer Underwriter—Auto Finance Division ______________________________(-)
Analyzed borrowers’ credit information to determine eligibility for loans
Interfaced with auto dealerships to discuss borrowers’ eligibility and reasons for decline
Used high-level interpersonal skills to de-escalate and handle volatile situations
Compiled and revised business projection plan to reflect current economic trends
Senior Loan Funder—Auto Finance Division ______________________________()
Funded up to $. million in auto loans per day
Managed all closing details of auto loans
Verified lease contracts and ensured compliance with guidelines
Served as customer liaison for auto dealerships
Trained newer employees in procedures and customer service
Senior Customer Service Representative/Researcher/Analyst ________________()
Responsible for training entire West Coast staff on new Teller-Vision computer system
Reviewed ATM surveillance tapes, determined fraudulent activity, and reported findings
Researched and resolved complex account issues that were unresolved at the branch level