Saturday, September 22, 2012

Financial Services Sample Resume

Objective:
I recently went back to college and finished my degree after a 13 year hiatus. I am seeking a position in the financial world in which I can utilize my combination of experience and education in order to take the next step in furthering my career.


Experience:
2011 – Present STRATEGIC HEALTHCARE PROGRAMS, LLC, Santa Barbara, CA
Survey Analyst
•Home healthcare survey analysis
•Scanning and documentation of thousands of surveys monthly
•Spreadsheet editing
•Voicemails and customer service
•HIPAA certification; secure handling of protected patient information

2010 – 2011 FIELDING GRADUATE UNIVERSITY, Santa Barbara, CA
Admissions Office Assistant
•Created new student profiles and purged all old student profiles
•Arranged student appointments with school conference calls and seminars
•Created and managed international mass mailers to prospective students
•Assisted in creation and maintenance of new student files in financial aid office
•Fielding Graduate University Web site training; proficient in DATATEL

2005 – 2010 KLASSIC KOATINGS, Dana Point, CA
Apprentice Painter
•Managed all Setup and Preparation
•Drywall, crown molding and baseboard installation and repair; ceiling refinishing
•Cabinet refinishing, staining and glazing
•Interior and exterior painting

2005 – 2007 HOMECOMINGS FINANCIAL, Newport Beach, CA
Loan Set-Up Analyst
•Set Up and Input Wholesale Mortgage Loans
•Processed 20-30 Loans Per Day For All Account Executives in Branch
•Consistent Customer Service Responsibilities for Brokers and AE’s
•Detailed proficiency of custom HFC computer system “Blitzdocs” for loan set-up
•Comprehensive review of 1003, 1008, Good Faith, Truth & Lending, and Flood Reports w/in loan packages

2003 – 2004 WILLIAM G. MOORE & SON, INC., Freehold, NJ
Administrative Assistant
•Office administration including customer service, accounts payable and accounts receivable
•Managed and maintained overseas shipping of exotic wood, timber and interstate shipping of domestic materials.
•Established and maintained relationships with vendors, shipping and customs agencies, and trucking and railroad companies, including Norfolk Southern and Canadian National

2003 AWNING PRODUCTS, INC., Ocean, NJ
Customer Service Manager
•Organized and maintained four truck fleet and 10-15 man work crew
•Managed scheduling installation and maintenance
•Thorough phone responsibility and daily customer service
•Reorganization of office duties and tasks that led to increased sales and productivity

2001 – 2002 BALBOA CAPITAL CORPORATION, Irvine, CA
Senior Credit Analyst
•Specialized in equipment leasing and finance
•$50,000 internal underwriting authority
•Established and maintained relationships with financial companies around the country
•Customer service, responsible for 100-200 accounts monthly, consistently met company approval goals and account completion goals
•Competence and proficiency with company internal underwriting system; familiarity with Dunn & Bradstreet, West Research Facilities and Lexis-Nexis
•Created and maintained company newsletter
•Worked directly with 150-200 sales representatives on a daily basis

1999 – 2000 AMERICAN CAPITAL GROUP, INC., Orange, CA
Credit Analyst
•Equipment leasing and finance specialist, worked directly with 25-50 sales reps daily
•Creation and analysis of approximately 100 accounts monthly
•Established and maintained relationships with commercial lenders nationally

1998 – 1999 SOLOMON SMITH BARNEY, INC., Laguna Hills, CA
Wire Operator and Cashier
•Managed any and all timely market orders for financial consultants
•Handled all transactions for consultants and sales assistants throughout office
•Competence and proficiency in entrance of detailed market and margin orders
•Customer service working with other branches and visiting brokers
•Handling client accounts, including depositing and delivering checks and bonds
•Daily client deposits; distribution of mail; handling of sensitive market materials


Education:
2012 UNIVERSITY OF CALIFORNIA, SANTA BARBARA
Bachelor of Arts - History
•3.77 Major GPA
•Dean’s Honors Five Consecutive Quarters (Fall 2010 – Winter 2012)
•2011 Marian Ramstad Scholarship Award Winner


Skills:
Highly organized, detail-oriented; Excellent leadership, problem–solving, communication, and interpersonal skills; typing 65 WPM, data entry 300 KPM; highly adaptable, ability to meet deadlines, experienced in multi-tasking. Exceptional analytical, writing, editing and proofreading abilities. Highly skilled in Microsoft Word, Excel, Powerpoint, Outlook and Adobe Acrobat. Proficiency in academic software DATATEL. Experience with A/R, A/P, and MAS 90.



Provided by OneBuckResume.

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