Financial Professional Resume Example
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MohsinJamil
Summary
Results-focused senior Financial Professional with over 10 years of financial advisory and consultancy experience assisting clients with their goals. Developing and delivering a compelling and differentiated value proposition inline with firms vision and culture. Process driven with focus on building genuine, long-term relationships with clients. Collaborating internally and developing constructive and cooperative working relationships with subject matter experts to insure the best possible outcomes for the clients. Researching, analyzing and applying data to identify client challenges and opportunities. Dynamic individual with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin new challenge with a successful team.
Skills
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Experience
Company NameDecember 2021 to CurrentBusiness Development Manager
City, State
City, State
Company NameJuly 2015 to April 2021Financial Professional
City, State
City, State
- Interviewed clients utilizing a structured process to establish type of engagement opportunity best suited for clients needs and goals.
- Creating new qualified and non-qualified accounts and documenting strategy for suitability and compliance review in ClientLink.
- Counseled clients on financial matters and provided customized solutions to meet their financial objective. Tailored approach to investments, insurance products and services that solve for clients short term and long term goals.
- Kept abreast of financial impact of clients' life changes by doing quarterly reviews on existing book of business to update ClientLink and explore new opportunities. Promoted business to increase productivity and awareness by joining local business networking groups and organizations.
- Performed comprehensive needs analysis, projections and risk tolerance assessments using eMoney and Forecaster applications.
- Experienced in assessing employer sponsored retirement plans. 401k, 403b, 457, TSP.
- Creating and implementing Roth conversion strategies for clients.
- Pursued continued professional development through workshops, course and webinars.
- Provided leadership and training for junior advisors regarding industry best practices and company policies. Including Initial client meeting process for and relationship building.
- Leveraged planning, collaboration and a consultative approach to clients retirement income goals resulting in $2.5million in annuity contracts annually.
Company NameMay 2013 to July 2015Mortgage Banker
City, State
City, State
- Assessed financial means and desires of each client in order to recommend suitable mortgage programs.
- Educated customers on variety of loan programs like FHA, VA, Conventional, High Balance and Jumbo.
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
- Strived for exceptional service and attention to clients when face-to-face or through phone conversations.
- Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
- Worked closely with underwriters and processors as a team to help achieve timely loan approvals and closings.
- Recognized by management for providing exceptional customer service. Received excellence in customer service award two years in a row 2013 and 2014.
- Worked closely with assigned bank branches to service existing clients mortgage needs. Discuss referral opportunities with personal bankers.
- Collaborated with team members to formulate marketing activities, community outreach and volunteering.
- Performed daily followup of loan applicant inquiries.
- Built successfully referral partnerships with accountants and realtors.
- Brought in over $10million in approved mortgage loans consistently in 2013 and 2014
Company NameFebruary 2010 to April 2013Mortgage Loan Specialist
City, State
City, State
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Recognized by management for providing exceptional customer service.
- Improved operations by working with team members and customers to find workable solutions.
- Collaborated in development and training of marketing team.
- Collaborated with first time home buyer workshops to educate and inform new buyers.
- Created agendas and communication materials for team meetings.
- Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
- Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
Company NameMay 2007 to December 2009Network Analyst II
City, State
City, State
- Optimized, improved, expanded and upgraded network capabilities and connectivity through network monitoring tools.
- Monitored network services metrics and produced reports for comprehensive overview of network performance.
- Acted as primary contact for field technicians for hardware and software problems and network emergencies.
- Diagnosed network problems involving combination of hardware, software, power and communications issues.
- Responded to all client requests for technical support by phone, email and inter-office chat service.
- Performed tests on newly installed hardware and software to provide components that interface correctly with each other and network.
- Tier 1 and Tier 2 testing for trouble shooting circuit outages.
- Opening trouble tickets and escalating issue with proper teams for resolution.
Company NameJuly 2003 to August 2005Auto Finance Manager
City, State
City, State
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Build rapport with customers to determine customer financing needs and payment options based on a consultative interview process
- Partner with financial institutions to ensure best customer pricing
- Present a fully transparent pricing menu to customers detailing their financing options and products
- Process finance transactions and ensure 100% compliance with all state, federal and local laws and regulations in a timely fashion and in compliance with company policy
- Follow up with customers to ensure satisfaction, referrals and drive customer loyalty
Education and Training
Howard High School1999High School DiplomaCity
Licenses
FINRA Series 6
FINRA Series 63
Life and Health Insurance Producer. Licensed in CA,MD,DC,VA
Recognition
Million Dollar Round Table Qualifier (MDRT) 2017
Prudential Annuities Masters Council Qualifier 2019,2018,2017
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Resume Overview
School Attended
- Howard High School
Job Titles Held:
- Business Development Manager
- Financial Professional
- Mortgage Banker
- Mortgage Loan Specialist
- Network Analyst II
- Auto Finance Manager
Degrees
- High School Diploma
