Results-oriented banking professional with over 17 years in sales and branch management, loan management and general bank operations.
Skills
Team player
Strong team-builder
Sales professional
Background in mutual funds, stocks, bonds and investments
Organized
Analytical
Goal-oriented
Work History
Business Relationship Manager05/2010
to Current JP Morgan Chase – Downey,
CA
Oversaw 4 branch teams consisting of 15 personal bankers and 10 small business bankers.
Managed 4 branches with an average of $30 million in monthly business deposits.
Recommended loan approvals and denials based on customer loan application reviews.
Developed new business with existing clients by growing deposit and credit balances, introducing new services, and bringing in partners who could offer additional solutions.
Business Banking Officer10/2007
to 04/2010 US Bank – Signal Hill,
CA
Originated, reviewed, processed, closed and administered customer loan proposals.
Developed and maintained relationships with local real estate agents.
Submitted loan applications to loan underwriter for verification and recommendation.
Developed prospects for new loans with 20-25 cold calls weekly.
Wholesale Account Executive07/2005
to 08/2007 Barclays PLC - Equifirst – Long Beach,
CA
Responsible for developing relationships with mortgage bankers.
Explained underwriting guidelines and loan product offering to brokers and loan coordinators.
Consistently ranked among top 20% of account executives.
Submitted loan applications to loan underwriter for verification and recommendation.
Client Financial Analyst02/1996
to 06/2005 Citibank – Seal Beach,
CA
Maintained friendly and professional customer interactions.
Oversaw a branch new accounts team consisting of 3 personal bankers.
Developed, proactively sourced and acquired new client relationships by maximizing client sales opportunities.
Utilized Series 6, 63, and L&D licenses to identify clients needs.
Education
Associate of Arts: BusinessLong Beach City College-
Long Beach,
CA
Bachelor of Science: Business AdministrationLong Beach State University-
Long Beach,
CA
Certifications
Licenses Held: Series 6, 63, Life/Disability(Insurance), and Real Estate Sales
