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Account Manager Resume

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Saugus, CA

Education:

Bachelor of Arts, Corporate System- Management
Marketing

Experience:

Confidential, (Brookline, Massachusetts) Sept 2010 - Feb 2011
Loan Generalist

  • Assisted Vice Presidents with multiple projects, which included Commercial and Business loans, Mortgage Loans, and Equity line reports
  • Built and maintained relationships with all members and supported Internal Service teams
  • Performed desktop underwriting on Commercial & Business loans through Nembs System
  • Reviewed business proposals, P & L, and all necessary documents prior to loan approval
Confidential, (Sydney, Australia) May 2008 - Aug 2008 Account Manager
  • Serviced new/ existing clients (60-70) portfolios each month, and maintained relationships with
    key principals and advisors
  • Assisted Business Developer and teams to achieve agreed targets and timely delivery of reports
  • Answered and responded to internal and external inquiries about interest rates, dishonors, limit
    increases and securities transfer, in a fast paced environment
  • Stayed current with MML products, interest rates, procedures, and policies

Confidential, (Sydney, Australia) Dec 2007 - Feb 2008
Margin lending officer

  • Managed portfolios and processed HFA 30-50 applications each month; reviewed income statements,
    credit reports, and all necessary documentations that were required under ASIC's regulation.
  • Maintained relationship and informed stockholders/advisors of loans status within 24 -48 hours
  • Released and received messages requesting stocks transfer (CHESS system) by stockholders/advisors

Confidential, (Irvine, California) Mar 2004 - April 2007
Account Manager

  • Recognized three times for managing efficient loans and achieving monthly goal (over $12 million in pipeline)
  • Partnered with Account Executive and development teams responsible for processing over 50 monthly loans, and ensured all files were executed in an efficient and timely manner
  • Supported brokers and escrow officers with any questions or concerns in regards to interest rates, guidelines, credit reports, title & escrow reports, and loan procedures

Confidential, (Irvine, California) Feb 2002 - Mar 2004
Funder (2002-2003)/ Processor (2004)

  • Performed pre-funding audits and generated closing packages.
  • Analyzed appraisal reports income statements, payoff demands, and credit reports

Computer Skills
Microsoft office, Mac OS, Vista, Windows 7

Language
Bilingual - proficient in Thai

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