Financial Services Consultant Resume Atlanta, GA - Hire IT People

SUMMARY:

Highly motivated professional with over ten years experience in Banking, Finance, and Investments. Strong customer service orientation, advanced problem solving, financial planning, and IT skills.

PROFESSIONAL EXPERIENCE:

Financial Services Consultant

Confidential, Atlanta, GA

Responsibilities:

Required a strong financial background to identify short and long term needs of business/personal clients. Sales oriented position with network problem solving.
Served as the IT expert for my location to ensure hardware and software applications were implemented in a manner that best served the bank and end users
NMLS registered and a licensing in Life & Health to further deepen the knowledge and capabilities of delivering products that fit clients full financial needs.
Helped turn a low producing branch location into an area leader in many key categories.
Top producer in loan volume for 2018

Relationship Manager

Confidential, Atlanta, Ga

Responsibilities:

Responsible for offering and selling financial products and services to both consumer and small business customers. Routinely work with households and small business clients, to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs.
recognition for being a top performer within Confidential for 2014
Identifying the client's needs by having effective conversations and working with our Specialists in various lines of businesses to drive revenue and to meet the client's needs.

Financial Services Specialist

Confidential, Atlanta, Ga

Responsibilities:

Provide industry leading service to clients and prospects in various roles within the bank through consultative conversations and financial problem - solving to meet thier needs.
Skills required in the role includes cash handling transactions, knowledge of products through different channels of business within Suntrust, credit services, multi-tasking, sales techniques through uncovering needs in conversations, and excellent customer service.
Position includes various roles in continued learning of policies and products within the bank along with risk management, fraud prevention, and technology updates.
Responsible for sales and service goals along with branch maintenance so that Confidential continues to thrive as an industry leader in banking.

Senior Loan Manager

Confidential, Irvine, Ca.

Responsibilities:

Required strong analytical, problem-solving, multi-tasking, and customer service skills in order to provide clients with assistance in home refinances, home purchases, and information about the housing market in a highly dynamic environment
Involved growing with the changing market and learning new FHA guidelines to fit client’s needs.
Responsible for the loan process from beginning to end with key emphasis on client satisfaction
Completed agent licensing in each state in which loans were originated

Senior Loan Manager

Confidential, Irvine, CA

Responsibilities:

Accepted this position to help start a new company with a unique vision and relationships within the mortgage industry
Contributed to the growth of the company, while improving my own skills in all areas in mortgage lending
Involved in building relationships with key strategic partners in mortgage lending with an emphasis on innovative mortgage products to meet a broader client base.
Responsible for pricing/underwriting my own loans and for most of the processing work to make the experience as streamlined as possible for customers
Required in-depth knowledge of loan processes, including home sales, credit reports, and appraisals