Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
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Date of Birth:
India:
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Summary
Dynamic professional poised to leverage education and experience toward growing a successful career with a company seeking an articulate team player committed to supporting company objectives. Superb leadership, interpersonal, planning and communication abilities.
Highlights
Federal Mortgage Loan Originator (NMLS) Since June 2012
Skills/Computer: MS Office Suite
Accomplishments
Experience
Banker, 01/2015 - Present Think Bank – Rochester, MN,
support of the banking convenience strategy, provides professional, superior sales and services to existing and potential clients.
Open and maintain deposit accounts, submit and analyze credit applications, and customize products to fit client need.
Make outbound teleconsulting calls; follow bank and regulatory policies and procedures; and promote and maintain teamwork.
Work directly with centers of influence to meet customer need and district goals including but not limited to: mortgages, investments, commercial lending, merchant services, and treasury management services.
Sales Agent, 02/2015 - 08/2015 Aaa Of Southern California – Kailua Kona, HI,
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.
Customize insurance programs to suit individual customers, often covering a variety of risks.
Calculate premiums and establish payment method.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Responsible for any front line/kitchen staff scheduling.
Orders and manages all food, beverage(s) and other supplies.
Fill in for staffing discrepancies and serve customers upon request.
Daily reports to upper management/owners on sales, orders, inventory levels, staff reports, clientele updates and any customer service issues.
Maintain superb hygiene standards for bar and surrounding area(s) while continually interacting with customers to ensure excellent service standards.
Personal Banker, 05/2012 - 11/2014 Horizon Bank – Noblesville, IN,
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Open and manage deposit accounts while identifying opportunities for home lending, investments(s) and/or retirement planning needs.
Review client accounts regularly and determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Works with banking office members to achieve individual and office sales goals by opening new accounts, submitting loan applications and closing loans; all while complying with internal security policies and procedures as well as customer confidentiality.
Education
Bachelor's Degree: Finance, Expected in December 2011 - Bowling Green State University - , GPA: Status - Finance Historically Underrepresented Scholarship Award Recipient
Interests
Life, Accident & Health Insurance License (State of Ohio) Agent since May 2013
Junior Achievement Program Volunteer February 2014
Kappa Alpha Psi Fraternity Inc., Chapter Treasurer Member since: Fall 2009
Life, Accident & Health Insurance License (State of Ohio) Agent since May 2013
Junior Achievement Program Volunteer February 2014
Kappa Alpha Psi Fraternity Inc., Chapter Treasurer Member since: Fall 2009
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