Financial Relationship Consultant Resume
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Birmingham, AL
SUMMARY:
- B.S. in Finance with more than 5 years of rapid advancement and success in Student Finance Management backed by additional years of experience in banking and retail management. Endowed with a solid work ethic and a well proven ability to manage multimillion dollar regional operations, numerous supervisors and teams of more than 80 specialists.
- A detail oriented problem - solver with excellent analytical and personal skills and a track record of optimizing productivity and teamwork. Advanced Proficiency in MS Office, Broadleaf, CampusVue, and Visio. Core competencies:
- Profit and Loss Team Management Project Management Employee Development Process Improvement Accounting Database Management Audits Customer Service Documentation Reports Sales M&A
- Call Center Management Risk Management Student Loans Finance Repackaging Regulatory Compliance
PROFESSIONAL EXPERIENCE:
Confidential, Birmingham, AL
Financial Relationship Consultant
Responsibilities:
- Provide customer service in a retail banking setting to leverage relationships to grow business within personal and business sectors using knowledge of banking products and current rates and promotions. Provide financial advice to determine lending solutions while following fair lending practices and financial growth. Perform loan closing activities and daily account maintenance for customers while leveraging referrals to Regions business partners. Exceeded sales goal for 1st quarter 2019.
Confidential, Birmingham, AL
Regional Director of Finance
Responsibilities:
- Reduced company accounts receivable by $9M over a 3 month period.
- Participated in integration during the merger and acquisition of Confidential (2015) - provided to all campuses in payroll, reporting, operations and employee development. Trained 3 new regional directors of finance in areas such as operations and company policy and expectations.
- Initiated or took part in improvements in IT, software enhancements, supervisor rotations.
Confidential
Director of Student Finance
Responsibilities:
- Coordinated overall production and managed 5-member teams on 5 campuses that generated over $21M in annual revenue. Trained all new staff on Federal Student Aid (FSA) funding regulations, scholarships, compliance and 90/10. Conducted payroll and other HR functions such as performance reviews, new hire and onboarding processes, discipline and terminations. Member of the Senior Management Team at each campus; provided insight to other departments relevant to revenues, risk, retention, graduation rates and job placement rates to increase business growth and enrollments. (Consistently kept At Risk (AR) dollars below 1.5%, setting a benchmark for other campuses.)
Confidential, Birmingham, AL
Bank Teller
Responsibilities:
- Exceeded monthly sales goals and sought out new business opportunities while building lasting relationships with customers. Processed commercial client transactions as well as customer inquiries.
Confidential, Bessemer, AL
General Store Manager
Responsibilities:
- Managed a retail location that generated over $100K in front end sales each week. Profit and loss management, efficient inventory management, effective communication, sales driven, personal development for employees and setting career goals both long term and short term.