finance manager resume example with 20+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,

An innovative, and solutions-focused Financial Executive with a 15+ year career demonstrating visionary leadership and outstanding performance in credit and collections of million dollar, multi-site, nationally , and internationally based operations for Fortune 500 Companies. Forward-thinking leader and enterprising problem-solver with tactical foresight and verifiable success capitalizing on growth opportunities, improving bottom-line performance, and optimizing organizational efficiency, productivity, and profitability through delivery of value-added systems, programs, and procedures. Articulate communicator, presenter, and trainer with a direct and decisive management style that focuses on matrix teamwork and clearly defined mission and values for buy-in of all levels. Superior interpersonal, organizational, and analytical skills with an innate ability to work in unison with customers, staff, and key internal/external stakeholders.

  • 15+ years' in a financial and business management position
  • Credit and collections management & training
  • Render approval or decline decisions
  • Financial Analyst
  • Knowledgeable of Regulatory compliance for mortgage and finance; TILA, MDIA, AIR, FDCPA
  • Strong communication, facilitation, and group collaboration skills
  • Procedure development and process improvement
  • Team building/development
  • Distinguished in Microsoft Office, Word, Excel, & Powerpoint
  • Relationship management and retention
  • Quality Assurance
  • Fraud Analysis
  • Mastered in negotiations and conflict resolution 
01/2015 to Current Finance Manager Martin Management Group | Nashville, TN,
  • Negotiate with banks, insurance companies, and employers on behalf of clients resulting in a 97% approval rate
  • Responsible for structuring and approval/denial of loans
  • Satisfy conditions and stipulations as required by lenders
  • Manage customer closings to ensure timely funding
  • Examine financial and legal documents to verify accuracy and adherence to financial regulations and acceptable financial principles strategies
  • Analyze debt ratio, loan-to-value ratios, credit scores, employment, and various other factors to determine feasibility of granting loan.
  • Determined and documented loan conditions and communicated requirements and decisions.
09/2013 to 12/2015 Unit Manager Mortgage Services Onemain (Formerly Springleaf & Onemain Financials). | Hanover, PA,
  • Managed a team of 14 direct reports
  • Facilitated focus groups for upper management to set production goals
  • Provided feedback during individual biweekly coaching sessions to each direct report focusing on employee development
  • Handled incoming escalation calls calls from Springleaf customers to insure proper resolution was reached
  • Reviewed daily reporting to verify all direct reports were meeting specified goals
  • Made outbound customer service and sales calls to new existing customers to generate revenue
  • Created and facilitated training material to all employees
  • Analyze customers' individual situations and provide customer resolutions based on each accounts unique circumstance
  • Maintained knowledge of state and federal laws relating to billing, sales, and collection procedures
  • Proceeded with unresponsive customers by ordering merchandise repossession, turning over accounts to attorneys
09/2007 to 09/2013 Skilled & Qualified Trainer, Sr. HSBC | City, STATE,
  • Created training procedure manuals and guides
  • Managed a team of 10 professionals
  • Collaborated with subject experts to develop specific and effective training programs
  • Designed, facilitated, and tracked site wide training pilot to determine effectiveness of manual queue work
  • Liaison between training departments to ensure company consistency world wide
  • Developed and facilitated Web Ex training sessions to collaborate with partner facilities globally
  • Solicited input on training needs through employee surveys, interviews, & focus groups
02/2003 to 08/2007 Mortgage Services Manager HSBC | City, STATE,
  • Monitored loan quality originated by loan officers, ensuring company policy is strictly followed
  • Served as underwriting representative for legal and compliance related issues.
  • Developed reports to accurately capture daily, weekly, and monthly production.
  • Managed over 50 customer calls per day
  • Worked with loan officers, branch managers, and other staff to properly structure loans.
  • Identifies opportunities for improvement and implements action plans to address underwriting
1999 to 02/2003 Collection Manager Household Finance Corporation | City, STATE,
  • Maintained knowledge of all branch operations, such as regulatory compliance, company compliance, & company procedure
  • Directed 12 direct reports
  • Designed sales and service strategies to improve revenue and retention
  • Built and maintained customer relationships
  • Prepared financial reports as required by law
  • Worked directly with individual customers
Expected in 2017 BBA | 138 credits towards a Business Management Degree Somerset Community College, London, KY GPA:
Expected in 2003 Associate of Science | Early Childhood Education University of Phoenix, Corbin, KY GPA:

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Resume Overview

School Attended

  • Somerset Community College
  • University of Phoenix

Job Titles Held:

  • Finance Manager
  • Unit Manager Mortgage Services
  • Skilled & Qualified Trainer, Sr.
  • Mortgage Services Manager
  • Collection Manager


  • BBA
  • Associate of Science

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