career objective

 

results-driven, solutions-focused and detail-oriented professional desiring a challenging and rewarding financial analyst / administration role within a dynamic and successfully progressive organization where substantial financial services experience can be contributed toward actively supporting the optimization of an operation s overall performance.

 

profile

 

offer over six combined years of solid experience in consumer / commercial finance,

financial / business analysis, loan administration, and training / development,

including substantial expertise within operations management,

policy / procedure development, and customer relations capacities.

 

financial analysis expertise

ø  provide strong analytical and resolution abilities concerning critically important financial activities, as well as present exceptional quantitative and qualitative reasoning skills.

ø  contribute a substantial general knowledge of business, finance, brokerage, real estate, and management activities, along with vast expertise concerning federal and state government underwriting and company-based guidelines.

ø  optimally develop and maintain effective working relationships with both co-workers and internal / external customers to anticipate consumer needs, communicate complex topics, and increase overall financial operations satisfaction.

ø  maintain accurate and proactive financial policy / procedure implementation through consistent professional educational and training endeavors to ensure successful compliance with financial laws and regulations.

ø  demonstrate a proven record for producing substantially profitable transactions through effective planning and organization while working under considerable time constraints.

 

business support expertise

ø  demonstrate dynamic prioritization and time management skills, including quickly identifying and resolving daily problems in a proactive and productive manner while maintaining exceptional professional work ethics and high quality standards.

ø  contribute profitable business negotiations skills, dynamic presentation abilities, and successful interpersonal relationship-building techniques, along with providing excellent written and verbal communication talents.

ø  skillful at seamlessly blending strong decision-making abilities with outstanding organizational skills, solid analytical attributes, and successful operational troubleshooting techniques.

ø  exceptional at securing business retention by facilitating intelligent profit objectives and providing outstanding customer service, as well as by actively developing new business opportunities for continued marketplace presence.

ø  excel within independent or team-based environments to meet and/or exceed all organizational goals and objectives while contributing proven business acumen.

 

 

professional experience

 

lpl financial services, san diego, ca

ø  effectively perform the accurate identification and processing of corporate actions on securities held by customers, including maintaining comprehensive accountability to include the gathering of necessary information utilized to process and reconcile any pre- and post-payable discrepancies.

ø  successfully obtain timely corporate actions-related information (i.e. stock mergers, cash mergers, reverse splits, liquidations, and name changes).

ø  proactively interpret announcement information for potential deadline-sensitive terminologies, as well as recognize probable risk issues associated with stock records.

ø  efficiently balance and reconcile stock records to necessary payment allocation from depositories / transfer agents, including maintaining responsibility for reconciling six internal accounts per day.

 

loan processor

ø  oversaw the necessary obtainment of information for the facilitation of various documents (i.e. loan applications, credit documents, and appraisals) toward the successful processing of mortgage loan files.

ø  accurately verified all comprehensive documentation, along with ensuring that file processing was completed in a timely, efficient, and thorough manner in order to maintain optimal operational performance.

 

condo conversion project coordinator

ø  successfully supervised the completion of essential mapping processes for condominium conversions, including securing discretionary city and / or county approvals, coordinating necessary map recordation, obtaining dre approvals, supervising cc&rs and restrictive covenant approvals, monitoring governmental requirements, and forming an inclusive homeowner s association.

 

senior loan processor / office manager

ø  optimally developed all processing operations for a dynamic new mortgage broker office, as well as obtaining all office-based lender and dre approvals.

ø  proactively established essential processing policies and procedures, along with maintaining a computer network, all hardware and software applications, and performance upgrades as necessary.

 

instructor / real estate administrator

ø  provided dynamic instructional preparation for the california real estate and california life insurance examinations, along with performing necessary verification, editing, and research of all real estate training materials and obtaining essential dre approvals for all utilized course materials.

 

education and computer skills

 

master of business administration (emphasis in finance and real estate)               university of san diego

 

bachelor of arts in music                                                                                   san diego state university

 

proficient in microsoft office (word, excel, powerpoint, access) /

beta / dtcc / bloomberg / internet applications

 

 

 

 

date

 

 

hiring agent name

title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently seeking a challenging and rewarding financial analyst / administration role within a dynamic and successfully progressive organization, and am submitting my resume for your review.

 

i offer over six combined years of solid experience within consumer / commercial finance, financial / business analysis, loan administration, and training / development, including substantial expertise in operations management, policy / procedure development, and customer relations capacities.  during this time, i have become adept at seamlessly blending proven financial analysis expertise and strong decision-making abilities with outstanding organizational skills and solid leadership attributes.

 

you will find me to be a results-driven, solutions-focused and detail-oriented team player who is skillful in setting financially-driven goals and developing cost-effective and profitable action plans, and is firmly dedicated to supporting your organization s objectives.  in addition, i am confident that my extensive financially-oriented acumen, complimented by my sharp problem-solving proficiencies, successful interpersonal relationship-building techniques, and exceptional written and verbal communication skills, will prove to be incredible assets to your professional team.

 

i look forward to hearing from you in order to discuss an available opportunity for which i am qualified. i may be reached as indicated, and thank you in advance for your time and consideration.

 

sincerely,

 

 

 

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