yyyyyy x. yyyyyy

(xxx-xxx-xxxx • abc@xyz.com

 

 

results-focused financial services professional specializing in driving profit growth, handling large-scale account services operations, building solid teams, providing world-class client relations, and cultivating a strong brand image with superior quality eager to offer 12 years of experience toward maximizing an employer s bottom-line.

 

profile of qualifications

 

         integral leader who demonstrates a proven record of progression to positions of higher-level responsibility and authority.

         top performer who excels at identifying lucrative revenue-boosting opportunities, defining targeted strategies for capturing new business, developing an existing client base, and attaining solid leveraging in competitive financial markets.

         ambitious self-starter who consistently develops and implements special programs and projects to increase productivity, enhance training, and improve quality, including achieving 2008 s sungard financial services outstanding employee award.

 

key areas of expertise

 

operations management              financial services management                process improvement               client / business relations

team building / coaching           policy / procedure development             regulatory compliance             strategic research / analysis

 

professional synopsis

 

 

service bureau supervisor payouts processing omni / exp ag

         apply dynamic leadership talents toward supervising 9 associates in the disbursement of individual retirement accounts (iras), including directing a 5-member team with quality review efforts while ensuring compliance with rules and regulations.

         support associates with discrepancies research on withdrawal requests and plan rules, along with maintaining high-quality customer service by guaranteeing all requests are complete by end-of-business day and participants receive same day stock price.

         drive business growth by recruiting, training, and coaching employees to accurately learn alerts and process updates, along with planning and prioritizing workflow and team schedules to maximize use of resources and meet key goals.

 

 

consumer loans operations quality review supervisor

         strategically steered consumer loan document auditing by managing a top-performing 10-member team, along with ensuring the efficient completion of quality review audits and upholding compliance with internal / external rules, regulations, and procedures.

         expertly spot-checked associates loan documents for auditing assurance and coached and developed staff as necessary, along with conducting weekly meetings to build team excellence, completing performance appraisals, and recommending salary increases.

 

 

logistics assistant manager / dispatcher

         led targeted decision-making within daily small business logistics operations, including coordinating the control of load cycles with agents and brokers, handling supplies purchasing, overseeing bookkeeping, and managing accounts payable / receivable.

         performed checks on maintenance logs to guarantee safety of all equipment, monitored support plans by tracking log books for adherence to strict dot driving regulations, and oversaw loads quality and driver compliance to meet transportation deadlines.

         contributed sharp analytical abilities toward negotiating with brokers and agents to procure best possible loads for company.

         projected semi-annual budgets to plan for key expenditures and predicted income to implement operating control procedures, along with authorizing and monitoring funds on fuel cards and comchecks, and evaluating and solving various company issues.

 

 

financial manager branch / department commercial loans

         directed comprehensive customer service operations for commercial loans, including supervising 8 associates in performing client-based data entry into a level iii system, as well as maintaining high quality, meeting deadlines, and following bank policy.

         fostered a cooperative working environment by conducting group meetings and individual reviews designed to facilitate valuable team building, improve communication measures, and encourage useful staff feedback.

         reviewed and monitored invoices and sent invoices to accounts payable for payment, along with negotiating with 3^rd party vendors on services rendered, i.e. appraisals, lien searches, titles, deeds, etc.

resume • page two

(xxx-xxx-xxxx • abc@xyz.com

 

 

professional synopsis (continued)

 

 

business banking / retail customer service support supervisor (2001 c 2004)

         optimized staff performance by guaranteeing all associates provided superior customer service during internal / external calls designed to meet client needs / requirements regarding interest rate concerns, loan decisions, and due diligence on loan requests.

         supported the preparation of loan packages prior to underwriting, including notifying branch management, loan officers, and / or customers after decisions were made, as well as explaining details, authorizing overrides of rates, and adjusting close dates.

 

loan reconcilements / research analyst finance division (1999 c 2001)

         balanced and reconciled general leader accounts by comparing and matching figures from accounting records against bank statements, including performing analysis, research, and functions clearing using accounting practices, as well as maintaining documentation for all entries, organizing reports, identifying training obstacles, and recommending process improvements.

 

isd customer support services / operations support team (1998 c 1999)

         played a vital role in building and sustaining business by supporting departments within deposit operations, including assisting adjustments teams on deposit accounts, creating account adjustments for bank and customer errors, facilitating research copies to prove out-of-balances on accounts, and researching complaints regarding customer accounts, policies, and / or purchases.

         supported operations and troubleshooting for a verifications department (i.e. day-to-day processing); verified large deposits; placed account holds when signatures and dollar amounts could not be verified; and categorized, filed, and stored signature cards.

         assisted a return items department with unpaid checks from correspondent banks, branches, and customers to adjust and balance accounts, along with providing copies to customers and communicating with other banks regarding checks received in error.

         supported a statements department by preparing statements with canceled checks and reconciling discrepancies, along with compiling statement machines with statements, cancelled checks, and envelopes for preparation of statements for distribution.

 

education & technical summary

 

masters of information systems                                                                                                                          university of phoenix

bachelor of science in business administration                                                                                              university of phoenix

 

microsoft office suite • performance management • cash management • resolve • xpress (commercial underwriting)

personnel management • track-it! • omni • siebel • legacy • exp-ag (power image) • due diligence • filenet

mainframe • check image archive unisys (imaging) • oneview • helios • level iii • xpress • kronos software