financial advisor resume example with 10+ years of experience

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

Driven Loan officer offering 4+ -year track record working with financial products. Handles diverse range of financial needs. Decisive planner and problem-solver with understanding of marketing and sales strategies. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in auto loans, from originations Fleet purchase loan, Lease buy out loans, rental car new purchase loan and refinance.

  • Loans
  • Relationship building and management
  • Investment advice
  • Sales expertise
  • Financial services
  • Financial Analysis
  • Loan Documentation
  • Credit decisions
  • Lending regulations
  • High risk account reviews
  • Credit risk
  • Flexible & Adaptable
  • Adaptability
  • Critical thinking
  • Multitasking abilities
Wesley Chapel High School Wesley Chapel, FL Expected in High School Diploma : - GPA :
Work History
M&T Bank - Financial Advisor
Orwigsburg, PA, 02/2020 - Current
  • Compiled database of loan applicants' credit histories, financial statements, and other financial information.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Successfully closed average of 50 loans per month.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Developed prospects for new loans by conducting 75+ calls daily.
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Educated customers about product and service options and processed purchases.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Worked within the network of nationwide lenders to help facilitate loan approvals for our client base.
  • Assisted with other internal departments to ensure the lender's collateral would be secure.
  • Work both in origination loans and refinance loans
Newrez - Senior Loan Officer
NJ, State, 07/2017 - 01/2020
  • Submitted loan applications to an underwriter for verification and recommendations.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Maintained friendly and professional customer interactions.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Worked closely with over 150 nationwide lenders in the company's network.
  • Continued extensive training with CFPB year after to year.
  • Reviewed Credit files in depth in order to submit credit application to specific lenders.
  • Maintains excellent job knowledge of the processes, products, systems, compliance and company information, as well as, continual professional development through personalized training with management, classes, conferences, seminars, workshops, etc
Us Ecology, Inc. - Precious Metals Expert Retirement Planner
Spokane, WA, 03/2017 - 07/2017
  • Described and explained details about IRA and 401k rollover as well as new entry investment portfolios with in precious metal options to inform customers and guide purchasing decisions.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Assisted customers by listening closely, finding solutions to problems and making recommendations based on extensive product knowledge.
  • Handled over 150 calls per shift signing up new customers, retrieving customer data, presenting relevant product information and cancelling services.
  • Applied highly effective selling skills while properly engaging and presenting solutions to customers.
  • Promptly responded to inquiries and requests from prospective customers.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Discussed and compiled current and future portfolio strategies with existing client base.
Florida Water Products - Operations Manager
City, STATE, 04/2010 - 02/2017
  • Devised, deployed and monitored processes to boost long-term business success and increase profit levels.
  • Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
  • Prioritized daily workflows, including all inbound calls, quotes and sales-related inquiries.
  • Set Monthly goals for 4 inside sales representatives.
  • Wrote sales contracts for orders obtained and submitted orders for processing.
  • Managed a portfolio of 200 accounts that generated $4.7 Million in sales annually.
  • Accelerated efficiency of operations by controlling budgets, overseeing customer accounts, managing scheduling and driving meetings.
  • Controlled daily business operations by devising and deploying short and long-range strategies to grow profitability and accomplish objectives.
  • Collaborated with IT and business teams to develop and enhance architecture in order to better track business KPIs.
  • Built relationships with customers and managed accounts to drive revenue and profit.
  • Generated comprehensive reports regarding incidents, events and important business matters.
  • Managed a 22-thousand square foot office space employing 12 employees.

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Resume Overview

School Attended

  • Wesley Chapel High School

Job Titles Held:

  • Financial Advisor
  • Senior Loan Officer
  • Precious Metals Expert Retirement Planner
  • Operations Manager


  • High School Diploma

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