financial services representative resume example with 2+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary
Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth. Flexible hard worker ready to learn and contribute to team success. Excellent attention to detail to manage processes and timelines and accomplish tasks. Background includes working financial service repersentive at a loan office to providing and manager skills i great when communicating with people. Im a fast learner and good with computers, Motivated to learn, grow and excel in Saint Benedicts home health inc.
Skills
Loan applications
Cash management
Certificates of deposit
Sales goals
Account documentation
Customer relationship building
Financial markets
Cash handling
Service delivery
Account maintenance
Work ethic
Critical thinking
Computer skills
Communication
Active listening
Organizational skills
People skills
Workforce Management
Microsoft Office
People skills
Planning
Client safety and first aid
Education and Training
Alice High SchoolAlice, TXExpected in 06/2018 ā āHigh School Diploma: - GPA:
Experience
Bank Of America Corporation - Financial Services Representative Princeton, NJ, 12/2019 - 12/2019
Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
Performed daily maintenance of loan applicant database.
Reviewed credit histories from applicants and determined feasibility of granting requested loans.
Educated customers on variety of loan products and available credit options to promote valuable decision-making.
Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
Organized and filed loose-leaf paperwork and documentation.
Entered, organized and secured digital data for cases and billing records.
Reviewed files to check for complete and accurate information.
Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
Processed customer payments and set up payment plans.
Prepared and mailed client invoices within expected timeframes to promote likelihood of on-time payments.
Recommended loan terms, conditions and collateral position consistent with client request and associated loan risks and set clear and realistic expectations with clients.
Managed communication between client
closing/opening loan accounts
handling loan payments (collections)
Filing Documents
Advance Auto Parts - Manager Lebanon, TN, 06/2017 - 10/2019
Trained employees on additional job positions to maintain coverage of roles.
Assigned tasks to associates to fit skill levels and maximize team performance.
Recruited and hired qualified candidates to fill open positions.
Greeted and encouraged feedback from customers to implement in-store operational changes.
Conducted inventory counts by assessing current state of inventory integrity against target accuracy levels and tracking variances.
Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
Maintained ongoing system for development, recruitment, recognition and retention of store crew and management.
Reduced shrink by developing culture of loss prevention, improving return processes and upgrading store layout.
Managed shifts in absence of store manager to deliver excellent customer service while promoting sales.
Organized store and maintained high standards for cleanliness of parking lot, restroom and stockroom.
Delivered level of service to customers in effort to build upon relationships for future clients.
Assisted with training and onboarding of sales associates in store operations.
Interviewed, hired and trained new employees.
Upheld company's high standards for business via leading by example and encouraging team members to adhere to corporate policies.
Completed daily sales reports and analyzed metrics to identify trends.
Supervised staff performing daily activities.
Conducted regular evaluations and addressed performance concerns directly with employees.
Maintained safe and productive study, research, work and collaboration space for employees, residents and students and monitored visitors and incoming deliveries.
Reviewed applications for open positions and made knowledgeable hiring recommendations.
Arranged and managed contracts with numerous vendors
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