ceo and president resume example with 12+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Self-starting individual with over twenty-five years of diverse experience, including fashion styling, banking and loan processes. Customer Service oriented professional with initiative and motivation. Works independently or with team support. Proven history of juggling multiple transactions and priorities simultaneously with complete accuracy, efficiency and customer satisfaction.

  • Work ethic
  • Organization
  • Leadership
  • Team management
  • Time management
  • Teambuilding
  • Microsoft Office
  • Problem resolution
  • Conflict resolution
  • Communication
  • Multitasking
Education and Training
University Of Texas Tyler, Expected in 05/1992 BBA : Business Management - GPA :
  • Completed Annual Compliance training each month
  • Completed Bank program for additional compliance training each year
Tulip Cremation - CEO and President
Orlando, FL, 02/2021 - Current
  • Manage daily operations of the direct sales company
  • Direct sales through social media, in home parties and vendor events
  • Create sets of jewelry with necklaces, bracelets, earrings and rings
  • Spoiled customers by offering attentive service, and anticipating needs
  • Advise customers on style and trends with jewelry
  • Listen to customers to understand their needs and finalize purchase orders
Tomkins Vist Bank - Lead Administrative Assistant
Wyomissing, PA, 03/2022 - 11/2022
  • Provided secretarial and office management support while building cooperative working relationships.
  • Scheduled staff and monitored resource allocation to provide optimal coverage and service.
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.
  • Maintained accurate department and customer records.
  • Developed administrative processes to achieve organizational objectives and improve office efficiency.
  • Responded effectively to sensitive inquiries or complaints.
  • Tracked and submitted employee timesheets to prepare for payroll processing.
  • Responded to customer issues to provide immediate resolution and improve retention.
  • Coordinated catering services for various functions, including sales trainings and department meetings.
  • Pleasantly welcomed visitors, answered phone calls and maintained front reception desk.
Texas Bank And Trust - Administrative Loan Assistant
City, STATE, 05/2015 - 11/2022
  • Processed Consumer, Commercial and Mortgage loan applications
  • Analyzed loan files and reviewed client income, assets and credit to verify compliance to specific underwriting criteria and input new loans into designated software.
  • Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.
  • Submitted completed loan applications, including recommendations for underwriting approval or denial 1
  • Submitted completed loan applications and made recommendations for underwriting approval or denial.
  • Liaised between borrowers and realtors, title companies and loan company management.
  • Met with borrowers, took applications, distributed disclosures, ordered and reviewed title commitments and executed detailed follow-up through closing to verify completed requirements.
  • Performed administrative tasks such as creating status reports on loans in progress, photocopying loan documents, printing daily mortgage rate sheets and answering phones.
  • Generated estimates clients requested, sent pre-approval letters to agents and confirmed receipt of verification of employment documentation.
  • Monitored purchase loans for due diligence, financed contingency and closing date expiration and tracked pipeline for refinances.
  • Prepared complete packages to be sent to underwriting with a thorough understanding of each investor's stacking order and shipping.
  • Examined and verified information in loan application and closing documents.
  • Reviewed and corrected errors on interest, principal and closing costs.
  • Accepted payment on accounts.
  • Prepared and typed loan applications, closing documents or legal documents using computers.
  • Answered questions and advised customers regarding loans and transactions.
  • Ordered property insurance or mortgage insurance policies to protect against loss on mortgaged property.
  • Assembled and compiled documents for loan closings.
  • Recorded applications for loan and credit, loan information and disbursements of funds.
Texas Bank And Trust - Residential Mortgage Loan Processor
City, STATE, 09/2010 - 05/2015
  • Created and completed loan submission packages.
  • Managed conditions sent from underwriting departments.
  • Filed completed packages quickly and efficiently.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Maintained complete confidentiality of submitted information according to release guidelines.
  • Completed closing process by collaborating with attorneys, title companies and government clerks.
  • Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
  • Inspected loan documentation for mistakes and corrected discrepancies.
  • Evaluated financial statements and contacted institutions and customers to clarify details.
  • Determined loan eligibility by conducting income analysis, credit checks and repayment ability reviews.
  • Checked approvals against established bank and government lending standards.
  • Submitted detailed loan packages to underwriting department to facilitate approval or denial processes.
  • Gathered property appraisals, surveys and tax records to update mortgage loan files.
  • Managed loan application pipeline by completing and submitting reports within allotted turn-around times.
  • Contacted outside sources, references and vendors to verify client financial information.
  • Obtained and verified clearance of underwriting conditions to prepare loan file for submission and approval.
Additional Information
  • Gary B Taylor Loan Officer, Texas Bank and Trust XXX-452-1338
  • Thomas Holyfield Branch Manager, Guild Mortgage, Longview, TX XXX-452-8769 or XXX-247-0803
  • Lisa Van Burkleo Human Resources Director, Heartway Hospice, Longview, TX XXX-295-1680

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Resume Overview

School Attended

  • University Of Texas

Job Titles Held:

  • CEO and President
  • Lead Administrative Assistant
  • Administrative Loan Assistant
  • Residential Mortgage Loan Processor


  • BBA

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