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managing principal resume example with 20+ years of experience

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Executive Profile

Executive driven to manage costs and establish strategic, mutually beneficial partnerships and relationships with users, vendors and service providers.Ambitious visionary who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals.Chief Operation Officer with company oversight, committed to cost-effective management of resources and quality performance.

Skill Highlights
  • Strategic business development
  • Leadership/communication skills
  • Product line expansion
  • Client account management
  • Budgeting expertise
  • Employee relations
  • Market research and analysis


  • Project management
  • Product development
  • Business operations organization
  • New product delivery
  • Human resources
  • Negotiations expert
  • Self-motivated
  • Customer-oriented
Core Accomplishments

Project Management:

  • Initiated [project] which resulted in [positive outcome].

Human Resources:

  • Spearheaded new [program] program which increased retention.

Operations Management:

  • Managed [operation].
  • Handled all functions related to [program].

Staff Development:

  • Launched well-received program of professional development courses for all staff.
  • Mentored and coached employees resulting in a 12% increase in productivity.

Accounting Skills

  • Operated computers programmed with accounting software to record, store, and analyze information.

Accounting Skills

  • Operated computers programmed with accounting software to record, store, and analyze information.

Formally recognized for excellence achieved in financial analysis, budgeting and forecasting.Achieved [number]% cost reduction by eliminating redundant processes.Led the development of more than [Number] new financial reporting methods to measure productivity and efficiency.

Project Management:

  • Initiated [project] which resulted in [positive outcome].

Human Resources:

  • Spearheaded new [program] program which increased retention.

Operations Management:

  • Managed [operation].
  • Handled all functions related to [program].

Staff Development:

  • Launched well-received program of professional development courses for all staff.
  • Mentored and coached employees resulting in a 12% increase in productivity.

Accounting Skills

  • Operated computers programmed with accounting software to record, store, and analyze information.

Accounting Skills

  • Operated computers programmed with accounting software to record, store, and analyze information.

Formally recognized for excellence achieved in financial analysis, budgeting and forecasting.Achieved [number]% cost reduction by eliminating redundant processes.Led the development of more than [Number] new financial reporting methods to measure productivity and efficiency.

Professional Experience
01/2000 to Present Managing Principal Cushman & Wakefield | Newton, MA,
  • Personally provided training and consulting services through several Fortune 500 financial institutions as Managing Principal for All Source Lending & Consulting, Inc., and managed lending units by providing direction, establishing goals, and projecting outcomes to consistently obtain outstanding quality metrics to drive key success.
  • Generated multiple million-dollar YOY books of business while ensuring superior servicing and credit quality integrity.
  • Built and maintained mutually beneficial broker, correspondent, and institutional relationships to boost profitability.
  • Increased revenue by consolidating credit analysis functions, reducing delinquent lending receivables, and minimizing risk from marginal borrowers, and further grew income via organic means, retention, and cross-sales.
  • Achieved major recurring cost savings by consolidating services, re-negotiating contracts, and reducing delinquencies, as well as attaining an exceptional success rate with customer service feedback and compliance.
  • Successfully achieved quality metrics to 95% of all lines of business - FHA, VA, FNMA, FHLMC, Jumbo, and Portfolio loans - as Underwriting Manager for Bank of America, and trained and developed staff to grow operations.
  • Utilize broad scope of industry knowledge and dynamic business acumen toward leading top-performing pipeline and staff management with $200 million in YOY production with regard to correspondent and wholesale lending.
  • Lead targeted decision-making across management of capital investment projects, feasibility studies, and strategic business plans preparation including focusing on project management, financial analysis, capital planning, market research, financial modeling, and client counseling, as well as managing various regional investment projects.
  • Deliver high-quality lending and consulting through several mortgage banking institutions and financial corporations, including offering specializations in all phases of mortgage lending and financial servicing functions.
  • Create and implement all HR policies to ensure legal compliance and standardization across businesses, including providing growth management, operational oversight, and team building to new lending and investment business.
  • Contribute sharp analytical abilities toward evaluating flow charts, process mapping, and turn-time studies analyses to eliminate duplication, facilitate workflow, and assure utilization of staff and systems to exceed goals.
  • Develop and execute initial business plan to roll out investor product offerings, including identifying, generating, and negotiating pricing strategies, as well as complying with ROE and profit and loss, reporting, and accounting.
01/2011 to 01/2014 Underwriting Manager Pennymac | Agoura Hills, CA,
  • Strategically steered a results-focused underwriting team in all mortgage production lines to 95% plus quality metric, including offering skill in leading staff in profit-generating loan production and home retention environments.
01/2009 to 01/2011 Executive Lending Analyst JPMORGAN CHASE | City, STATE,
  • Played a vital role in directing daily pipeline risk management, production, and analytics while proactively liaising among consumers, regulatory agencies, and investors which was instrumental in meeting or exceeding goals.
Education
Expected in to to Bachelor of Science | Business Administration UNIVERSITY OF FLORIDA, , GPA:
Business Administration
Expected in to to C.A. Accountancy NMLS / Safe Act | POST UNIVERSITY, , GPA:
Certifications
MULTIMILLION-DOLLAR CONSULTATIVE SALES / MARKETING | FINANCIAL PLANNING / INVESTMENT | CHANGE MANAGEMENT | COMPLIANCE BUSINESS ANALYSIS | INVESTMENT / BANKING SERVICES | FINANCIAL SERVICES | MULTI-PROJECT MANAGEMENT | CLIENT SERVICE PIPELINE MANAGEMENT | BUDGETING | RISK MANAGEMENT | PRODUCTION | ACCOUNT MANAGEMENT | PROCESS IMPLEMENTATION UNDERWRITING | WHOLESALE / CORRESPONDENT LENDING | CONSUMER / COMMERCIAL LENDING | OPERATIONS MANAGEMENT
Additional Information
  • NAMU / CFMU Underwriting Certification Series 7 / 63 Licenses P1 / FM2 Actuarial Program Six Sigma Green Belt Progression
Skills
ACCOUNT MANAGEMENT, accounting, Accountancy, banking, BUDGETING, BUSINESS ANALYSIS, business plan, business plans, C, CHANGE MANAGEMENT, charts, COMMERCIAL LENDING, Consulting, negotiating contracts, counseling, credit, credit analysis, client, customer service, decision-making, directing, direction, feasibility studies, FINANCIAL, financial analysis, financial modeling, FINANCIAL PLANNING, HR, team building, legal compliance, Managing, market research, MARKETING, Microsoft Access, Excel, Microsoft Office, Outlook, PowerPoint, Microsoft SharePoint, Microsoft Visio, Word, mortgage lending, negotiating, OPERATIONS MANAGEMENT, policies, pricing strategies, profit, profit and loss, PROJECT MANAGEMENT, quality, reporting, RISK MANAGEMENT, SALES, SAS, staff management, strategic, Underwriting, workflow

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Resume Overview

School Attended

  • UNIVERSITY OF FLORIDA
  • POST UNIVERSITY

Job Titles Held:

  • Managing Principal
  • Underwriting Manager
  • Executive Lending Analyst

Degrees

  • Bachelor of Science
  • C.A. Accountancy NMLS / Safe Act

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