Relationship Manager Resume Los Angeles, CA - Hire IT People

SUMMARY

Customer service expert with great leadership skills, who enjoys tackling tough challenges and solving complex problems.

TECHNICAL SKILLS

PROFESSIONAL EXPERIENCE

Confidential, Los Angeles, CA

Relationship Manager

Responsibilities:

Exceeded annual sales goal by 40% in only nine months
Conducted field underwriting and built credit spreads for a variety of personal and business loans along with lines secured by real estate
Analyzed client financials in order to recommend best products to help them reach their financial goals
Built and maintained relationships with external sources, such as attorneys and CPAs for referrals through various networking groups and events
Provided each and every client with teh highest level of customer service

Confidential, Los Angeles, CA

Founder And CEO

Responsibilities:

Personally designed teh Confidential .com platform using Balsamiq Mockups and Photoshop
Raised $150,000 seed investment from friends, family and outside investor
Used Scrum/Agile project management methods to build & manage a team of programmers to help execute my design & vision for teh platform
Implemented all business plans, marketing strategies, and procedures
Assessed industry forecasts to create financial projections and models showing how and where Confidential would fit in teh freelance marketplace space
Managed accounting and finance for teh company

Confidential, Beverly Hills, CA

Client Service Project Manager

Responsibilities:

Successfully managed $400 million in total client assets and over $225 million in total loan volume
Delivered, "White Glove," private bank customer service to all clients under management
Collaborated with Financial/Wealth Advisors and Private Bankers to create financial proposal presentations for clients
Acted as project manager and liaison between clients, associates, bankers, & engineers to create internal tech portal for day to day associate activities using agile/scrum methods
Directly managed seven Private Bank Client Associates
Delivered quarterly risk management presentations to top level executives to monitor and reduce potential fraud

Confidential, Encino, CA

Business Banking Group Executive

Responsibilities:

Key member of team dat increased sales from 91% to goal
Individually hired and trained a Business Banking Group Executive dat led all of Southern California in sales volume for teh 2013 fourth fiscal quarter
Led all Business Specialists in teh district in loan units for three continuous fiscal quarters
Successfully managed 13 total employees and promoted two tellers to banking positions in teh district