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vice president resume example with 11+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Summary

Led highly accomplished teams and dedicated Management Professional offering extensive experience in business development, financial services, banking, sales management, marketing fields and over 16 years of great leadership. Managed and grow business portfolio, while generating new business opportunities, credit analysis and Underwriting. Instrumental in an effectively improved strategic financial performance, streamed the processes, introducing process improvements, and implementing solutions to reduce capital lose. Led process interpersonal and organizational skills alongside acute time and relationship management. Proven communication skills, and adaptability to any given circumstance.

Talented SBA BDO with 20+ years of experience and successful career in planning, developing and executing events and initiatives to achieve maximum potential. Creative and highly strategic with excellent leadership and client relations abilities. Professional and outgoing with success in building relationships and attracting new clients.

Skills
  • Contract Negotiation Expertise
  • Proposal Writing
  • Cost Management
  • Performance Goals
  • Proficient in [Software]
  • Cold Calling
  • Reporting Capabilities
  • Planning & Organizing
  • Relationship Building
  • Critical Thinking
  • Training & Development
  • Customer Service
  • Conflict Resolution
  • Organizational Skills
Experience
Vice President, 05/2022 to 05/2023
Blackrock, Inc.Los Angeles, CA,
  • Manage loan portfolios, monitoring the financial condition of account in relation to acceptable risk, while keeping credit and collateral exceptions to a minimum
  • Maintenance of credit files including post-closing items
  • Interview commercial loan applicants to develop financial and credit information, to determine needs, abilities, earnings, and risk; request needed information, such as financial and operating statements
  • Manage customer relationship on originated loans through the closing
  • Make periodic site visits to customer within defined market region to provide compliance with annual review documentation from borrowers
  • Generating new Conventional, SBA, USDA loans, new deposits, treasury management services
  • Develop and maintain great relationship with businesses
  • Maintain and develop commercial loan portfolio of over $10MM consisting of companies with annual revenues in excess $45MM-$100MM
  • Present to executive loan committee for final approval.
Business Consultant, 12/2019 to 06/2022
Tpx CommunicationsWoodland Hills, CA,
  • Engage with commercial client up to $100 million in need of commercial lending (GA & NY)
  • Proactively marketing existing construction, new construction clients and develop a network of referral sources
  • Identify, pursue, and close sales opportunities for a broad range of financial products and services
  • Leverage partnerships with banks, CPAs, COI’s and clients to create a mutually beneficial partnership
  • Engage with commercial client up to $100 million in need of commercial lending (GA & NY) Proactively marketing existing construction, new construction clients and develop a network of referral sources
  • Identify, pursue and close sales opportunities for a broad range of financial products and services
  • Leverage partnerships with banks, CPAs, COI’s and clients to create a mutually beneficial partnership.
SVP Commercial and Consumer Lender, 12/2014 to 12/2019
Charles Schwab CorporationNapa, CA,
  • Defining the sales strategy and commercial plan including customer segmentation and resource planning
  • Creates optimal sales structure across new business, account management, lead generation, client management/support
  • Developing external internal stakeholder relationships with key Asset Intelligence adjacent functions, and Informa central and group functions
  • Strong understanding of C&I loans, SBA loans and/or industry-focused lending
  • Responsible for developing and expanding new and existing customer relationships
  • Developing and implementing tactical plans to achieve portfolio sales goals and objectives
  • Utilizing data to analyze situation and make decisions
  • Ability to accurately forecast revenue on a weekly, monthly, quarterly, and annual basis
  • Developing and implementing tactical plans to achieve portfolio sales goals and objectives
  • Partnering with analytics to identify key insights, performance and optimization across multiple channels
  • Identifying trends and best practices to drive innovative solutions
  • Implementing, integrating sales and credit strategies to increase bank’s profitability and desire revenue
  • Creates an effective sales training, development & coaching plans, utilizing external resources where appropriate
  • Defining and executing a sales commission/bonus plan to reward performance and drive the right sales behaviors
  • Increasing market value from $500 million to $900 million.
VICE PRESIDENT, BRANCH MANAGER, 12/2011 to 12/2014
PNC BANK OF PENNSYLVANIACity, STATE,
  • Present to the executive management team banking strategic direction on migration utilizing the platform of virtual wallet
  • Develop and direct the execution of strategic plans and tactical
  • Researched new prospects and established cross-selling opportunities with current clients
  • Developed and implemented policies, procedures and process improvement initiatives to improve retention rates of customer households and increase customer migration
  • Coached and developed branch staff by offering constructive feedback and taking interest in their long-term career growth
  • Increase branch revenue with deposit and investment balance growth of over 120% year to date
  • Researched and facilitated the progress with team migration
  • Managed multiple overlapping migration waves by creating a repeatable deployment strategy rolled out with 5 project teams in a highly matrixed organization
  • Directed financial activities for personal accounts and referred customers to the proper department to resolve issues.
Education and Training
BA: , Expected in to State University of New York College - Fredonia,
GPA:
AAS: Computer Information Systems, Expected in to Mohawk Valley Community College - Utica, NY
GPA:
Numerous training and procedural workshops in US …continued…

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Resume Overview

School Attended

  • State University of New York College
  • Mohawk Valley Community College

Job Titles Held:

  • Vice President
  • Business Consultant
  • SVP Commercial and Consumer Lender
  • VICE PRESIDENT, BRANCH MANAGER

Degrees

  • BA
  • AAS

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