Amiable Financial Representative skilled in creating constructive and cooperative working relationships within a team setting. A solid leader who successfully follows through with team goals and expectations.
Originated monies in personal volume through professional networking, loan reviews and marketing.
Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives. Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision. Implemented financial planning recommendations. Created charts and graphs to illustrate daily, monthly and annual financial reports. Maintained confidentiality of bank records and client information.
Literally took the dept. from pencil and paper to a computerized system of tracking parking violations. Developed and administered budget. Responsible for the maintenance and administration of 6 lots and 2 parking garages. Managed 7 employees. Developed and administered annual budget. Developed and administered annual snow removal contract. Worked closely with finance, human resources, police dept. and states attorney's office.
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