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Associate Financial Representative Resume Example

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ASSOCIATE FINANCIAL REPRESENTATIVE
Summary
Financial administrator with over eight years of experience in the financial field. Experience ranges from product management, administrative management, operational management, organizational management, leadership, and team oriented training management. To secure an administrative position for a prominent company in the financial sector.
Highlights
Customer Service expertise MS Office proficient Sales expertise QuickBooks Organizational management Calyx Point Administrative expertise Navigator Supervisor experience EasyLender Human Resources management Encompass Client correspondence VA Portal FHA Connection Areas of Expertise Data Organization Improved office organization by compiling weekly financial spreadsheets, organizational charts and company data reports using advanced Microsoft Excel functions. Customer Service Researched, calmed and rapidly resolved client conflicts to prevent loss of key accounts. Sales Consistently generated additional revenue through skilled sales techniques. Individually originated over $1,000,000 in volume through professional networking, loan reviews and marketing. Research Investigated and analyzed client complaints to identify and resolve issues.
Accomplishments
Dean's List 2013-2014
Experience
Associate Financial Representative
December 2013 to January 2015 Northwestern Mutual － Virginia Beach, VA Administrative Duties - Insurance application management, client consultation, file storage and submission, appointment scheduling, meeting scheduling, LinkNet software expertise Managerial Duties - Payroll management, prepared internal monitoring reports, third party organization, supervised one member of communications department
Mortgage Originator
March 2013 to October 2013 Monarch Mortgage － Virginia Beach, VA Administrative Duties - Loan application management, loan processing, client consultation, client financial structuring, file storage and submission, appointment scheduling, meeting scheduling, Encompass software expertise Managerial Duties - Mortgage 101 instructor (instructed over fifty real estate agents), third party organization, supervised monthly training (for real estate agents, loan officers, third party vendors), business development through networking
Mortgage Originator
March 2011 to March 2013 Southern Bank and Trust － Norfolk, VA Administrative Duties - Loan application management, loan processing, client consultation, client financial structuring, file storage and submission, appointment scheduling, meeting scheduling, Easy Lender software expertise Managerial Duties - Supervised four branches of operations, supervised monthly staff meetings (for branch managers), special project completion (assigned by the Federal Deposit of Insurance Corp), business development through networking
Mortgage Originator
October 2009 to March 2011 Atlantic Mortgage and Funding － Virginia Beach, VA Administrative Duties - Loan application management, loan processing, client consultation, client financial structuring, file storage and submission, appointment scheduling, meeting scheduling, CALYX Point software expertise Managerial Duties - Managed all company mortgage licensure (for all fifty states), third party settlement scheduling, trained and supervised four members of the mortgage processing staff
Executive Assistant
July 2007 to February 2008 Ameriprise Financial － Columbia, SC Administrative Duties - Communications correspondence, customer service screening, client consultation, client financial structuring, billing, file storage and submission, appointment scheduling, meeting scheduling Managerial Duties - Third party organization
Office Manager
April 2004 to July 2007 David Ward Insurance Agency － West Columbia, SC Administrative Duties - Communications correspondence, customer service screening, client consultation, client financial structuring, billing, file storage and submission, appointment scheduling, meeting scheduling Managerial Duties - Third party organization
Education
Baccalaureate : Multi-Disciplinary Studies, 2014 Cambridge College Baccalaureate 2014 Cambridge College
Associates : Business Management, 2008 Midlands Technical College Associates, Business Management 2008 Midlands Technical College
Skills
File, Managerial, Scheduling, Clerical Loan, Loan Processing, Loans, Mortgage, Billing, Correspondence, Customer Service, Receptionist, Retail Sales, Office Manager, Business Development, Networking, Operations, Closing, Mortgage Processing, Associate, Payroll, Instructor, Real Estate, Training, Executive Assistant, And Marketing, Benefits, Databases, Employee Benefits, Excel, Fha, Hr, Human Resources, Human Resources Management, Marketing, Microsoft Excel, Ms Office, Office Organization, Product Management, Quickbooks, Sales, Sales Techniques, Business Management
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Resume Overview

Companies Worked For:

  • Northwestern Mutual
  • Monarch Mortgage
  • Southern Bank and Trust
  • Atlantic Mortgage and Funding
  • Ameriprise Financial
  • David Ward Insurance Agency

School Attended

  • Cambridge College
  • Midlands Technical College

Job Titles Held:

  • Associate Financial Representative
  • Mortgage Originator
  • Executive Assistant
  • Office Manager

Degrees

  • Baccalaureate : Multi-Disciplinary Studies , 2014
    Associates : Business Management , 2008

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