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Yyyyyy x. yyyyyy

- 1020 Alison Circle Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Finance Manager/Administrator

Qualifixxxxxxtions Profile


    Self-assured and results-driven management professional with a growing experience in high-performance customer service, financial management, and relationship management in the real estate, banking, and insurance businesses.

-    Proven dedixxxxxxtion to process efficiencies and outstanding customer service that enable the business to achieve cost and service quality advantages in highly competitive markets.

-    Detail-oriented, analytixxxxxxl and methodixxxxxxl with critixxxxxxl thinking to resolve work issues even under stress.

    Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results.

    Strong people management and interpersonal communixxxxxxtion skills that inspire customer confidence while forging teamwork synergies with colleagues across diverse ethnicities.


Key Expertise

    Full-Cycle Corporate Accounting

    Marketing & Sales

    Banking Service Sales & Property Sales Management

    Account Management

    Relationship Management (Clients, Stakeholders, Public, & Suppliers)

    Fisxxxxxxl & Budget Management

    Profitability Management

    Mortgage & Loan Administration

    Risk Management

    Credit Management

    Insurance Brokerage

    Customer Service Management

    Business Development Support

    Staff Supervision & Training

    Policies & Regulatory Compliance (i.e. GAAP & Sarbanes-Oxley, etc.)

    Records & Document Management


    Productivity Tools: MS Office (Word, Excel, PowerPoint, Access, & Outlook)


Professional Experience


Bank Of Amerixxxxxx San Francisco, XXXXXX Relationship Manager Mar 2016 Present

    Build sustainable professional relationships with clients that ensure repeat business and patronage, expanding the client base through client outreach, developing prospects, referrals and self-sourced business.

    Collaborate with Financial Center Managers to grow deposits, credit balance, and drive revenue, introducing clients to a full range of financial services, developing synergistic teamwork to meet goals, and aligning with several Business Specialists to meet the various needs of clients.

    Refer clients to mortgage loan officers to assist with financing housing needs, partnering with Financial Advisors for retirement and investment needs for both corporate and consumer clients.

    Coach Customer Service Representatives in recognizing opportunities, successfully referring clients.

    Interact with clients to assess priorities and help create financial plans that harness a portfolio of banking services.

    Facilitate estate planning through creation and maintenance of trust and estate accounts.


Transamerixxxxxx (WFG) Anaheim Hills, XXXXXX Financial Professional Jul 2014 Apr 2015

    Issued customized life insurance policies that address client needs, providing Term, Whole life, and 7702 policy plans.

    Collaborated with a team of associates to grow book of business through networking and outreach, building professional productive relationships with clients and various insurance providers to deliver custom insurance plans.


Realty Executives Riverside, XXXXXX Realtor Jan 2014 Feb 2015

    Promoted a portfolio of properties in the region, partnering with loan officers & home inspectors in addressing client needs for Buying and Selling of properties, finalizing and negotiating contracts, and acquiring new clients through business networking.

    Represented fellow students in renting property around the university, using Real Estate MLS tool and listing sites to loxxxxxxte properties that suited each client s need and list properties being sold.

    Hosted open houses to showxxxxxxse properties for sale and network for new clients in the market for purchases.


Eduxxxxxxtion & Credentials


    B.S. in Business Administration (Finance Concentration), UNIVERSITY OF XXXXXXLIFORNIA Riverside, XXXXXX (2015)

Professional Training & Certifixxxxxxtions

    Licensed XXXXXX Realtor (License #01941999) CFA Institute (Chartered Financial Analyst) Exam 1 Prep

Affiliations/Community Involvement

Sigma Phi Epsilon Fraternity

    Chaplain (Executive Board) Head of Judicial System, Risk Management, & Ritual Programming Xxxxxxbinet Head.


    Volunteer/Fundraiser: 5k Run, Big Brothers & Sisters of Amerixxxxxx & Sigma Phi Epsilon Make A Wish Foundation & Sigma Phi Epsilon Blood Drive, Red Cross & Sigma Phi Epsilon



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