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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com yyyyyy x. yyyyyy

 

financial advisor

yyyyyy x. yyyyyy

profile

 

offering progressive experience in the financial industry, with consistent results in achieving fiscal and organizational objectives. comprehensive background in research and customer service. talent for defining and resolving discrepancies to avoid unnecessary cost expenditures. effectively establish and manage key relationships with decision makers and strategic partners. seeking to achieve chartered financial analyst designation.

 

project management customer service team member quality assurance

financial analysis multitasking risk management regulatory compliance

communications research and planning resource allocation/administration

yyyyyy x. yyyyyy

key achievements

 

  consistently provided exceptional service and optimal performance by successfully supporting team of 400 sales members and 800 operations users across 8 different platforms. 

  received 90+% quality assurance every month while simultaneously producing record closing volumes; surpassed expectations on performance appraisals for 2005 and 2006.

  played an instrumental role in department doubling production from previous year in the wholesale and retail lines of business by closing approximately $1 billion as a whole for the year 2002.

yyyyyy x. yyyyyy

career background

 

jpmorgan chase & co., cleveland, oh                                                                          2005-present

officer-quality assurance (2007-present)

  contribute dynamic communication and interpersonal relation skills in building and establishing key relationships and liaising effectively between technical and non-technical members of sales and information technology teams.

  conduct comprehensive review and analysis of business and technical specifications to ensure application enhancements conform to business requirements.

  demonstrate exceptional ability to communicate with broad populations, including staff and senior management in the sales and operations departments.

  support legacy systems, new application integration and ad hoc assignments, demonstrating exceptional multitasking and prioritizing abilities in achieving goals and timelines.

closer (2005-2007)

  proficiently prepared state specific closing documents for home equity lines of credit and loans, illustrating organizational skills and strong attention to detail.

  effectively controlled predatory lending risk by proactively calculating state-specific high cost tests.

  relied upon to lend industry expertise toward evaluating pricing for ongoing interest rate and yield spread premiums.

  ensured timely closings by maintaining constant contact with mortgage broker and settlement agent.

 

 

 

 

page 1 of 2

 

douglas m. molls                                                                                              page 2 of 2

yyyyyy x. yyyyyy

 

career background continued

 

 

 

metropolitan bank & trust, highland hills, oh                                                                 2001-2003

closing/secondary marketing specialist

  scrutinized funded loans for conditions of proper credit and title work, further contributing solid critical thinking and detail orientation skills.

  executed final closing documentation and updated databases in logistics of secondary market sales.

  created and updated multi-million dollar loan sale spreadsheets utilizing excel.

yyyyyy x. yyyyyy

education

 

bachelor of business administration, finance major - kent state university, kent, oh, 2001

yyyyyy x. yyyyyy

licenses

 

finra series 65:  uniform investment adviser law

finra series 7:  general securities representative

yyyyyy x. yyyyyy

technical skills

 

microsoft office suite, lotus notes, sametime/im, hp quality center

 
 

 

 

 


           

 

 


yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com yyyyyy x. yyyyyy

 

 

 

date

 

 

contact name, title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently exploring new career opportunities and to acquaint you with my qualifications, i am submitting my resume for review.  in advance, thank you for your time and consideration.

 

as demonstrated in the accompanying resume, i offer a progressive background in the financial industry, with a strong track record for generating solid results.  over the course of my career, i:

 

  consistently provided exceptional service and optimal performance by successfully supporting team of 400 sales members and 800 operations users across 8 different platforms. 

  received 90+% quality assurance every month while simultaneously producing record closing volumes; surpassed expectations on performance appraisals for 2005 and 2006.

  played an instrumental role in department doubling production from previous year in the wholesale and retail lines of business by closing approximately $1 billion as a whole for the year 2002.

 

i am now eager to contribute my business savvy, strategic planning skills and dynamic leadership, relationship building and administrative/financial management abilities toward collaborating in your success as a key member of your team.  i am confident that i could be a valuable asset to your firm in achieving both immediate and long-term goals, and look forward to meeting with you in the near future to discuss my qualifications and how they support your corporate vision.

 

professionally,

 

 

douglas m. molls

 

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