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- 13276 Kestrel Ave Horizon City, XXXXXX xxxxxx ( (xxx-xxx-xxxx * firstname.lastname@example.org
Self-motivated, dynamic, and results-driven management professional with more than 27 years providing high-performance customer service, credit management, and IT project management in the financial services sector.
- Proven dedication to operational excellence, maximizing process efficiencies in IT project and financial management that enable the business to achieve cost and service quality leadership in target markets.
- Detail-oriented without losing sight of the big picture, analytical and methodical with critical 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 communication skills that inspire confidence, performance excellence, and teamwork synergies across diverse ethnicities and multi-functional engagements.
Customer Service Management
Relationship Management (Clients, Stakeholders, Public, & Suppliers)
Concurrent Project Management
Project Budget Management
Post-Project Support & Review
Asset & Risk Management
Credit Ratio Analysis
Credit Fraud Management
Policies & Regulatory Compliance
Staff Supervision & Training
OS: MS Windows (NT, 2000, 7/8)
Productivity Tools: MS Office (Word, Excel, PowerPoint, Access, & Outlook), & Visio
Hardware: ACAPS6.0/4,4, & EAPS
Internet: Web Research, Social Networking, & Lending Tree.com
Supervised a staff of 7-11 employees in managing daily operations in auto financing, managing staff's ACD line (Dealer customer service line), and overseeing vendor contractual obligations and in-hour performance that maintain service quality standards to clients.
Supervised 11 underwriters with lending authority of up to $100k as well as exception authority.
Audited and approved loans above the lending authority for underwriting staff.
Conducted daily and weekly Audit reviews and process improvement sessions as directed, ensuring compliance with company policies and standards.
Oversaw process and productivity improvements that enable the team to achieve department objectives, developing and executing corrective action plans as needed.
Managed an average of 4 projects annually, administering and conducting daily project meetings, writing test scripts for user acceptance in completing several projects, and authoring over 1,000 procedural documents.
Developed and launched 7 credit pre-screen database programs generating $700M in incremental revenue
Led the successful implementation of ACAS 6.0 and EAPS credit dispositioning systems, reducing overhead costs by migrating various credit application processes to more efficient systems.
Worked and submitted asset
requirements in processing 85+ credit lines ranging from $25,000 to $100,000,
recommendations for approvals and rejections to senior management, along with decision matrix worksheet, and communicating decisions to clients and wealth management branch.
Address client needs for loan products, communicating loan limits to branch offices, assessing client credit risks on secured loans, and resolving application issues and discrepancies.
Education & Credentials
SUNY COLLEGE AT BROCKPORT Brockport, NY (1980)
B.S. in Political Science & Communication and, minor in History
Licensures, Professional Training & Certifications
Licensed Private Pilot
Project Management and Supervisory Training, Chase Auto Finance, JPM Chase, PCS
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