Financial Specialist Career Research and Resources
Bank of Lincolnwood
I have extensive skills in Management, Financial Oversight, Legal Documents & Legal Matters, Negotiating, Budgeting, Construction, Environmental & Appraisal Assessment, Cost Control and Marketing skills, including Managed all Functional Areas of a highly profitable Financial Institution focused on land/construction loans, Member of Board of Directors, Oversight of the Compensation Committee, Investment Committee and Legal D...
Avg. Salary: $100,000 · Company Rank: Not Available
Karft Foods
Started with entry level positions and was steadily promoted to top assignments at Kraft Foods Headquarters, including Trade Promotion Manager, Marketing Manager and Channel Manager for both Balance Bar and Maxwell House Coffee. Consistent promotions led to moves to New York, Boston, Miami, San Francisco and Chicago. Key accomplishments - Headquarters: • Managed the integration of Kraft Foods Regional acquisition of Balan...
Avg. Salary: $100,000 · Company Rank: Not Available
Robert Ooghe Insurance Agency
Developed marketing and sales programs to sell property and casualty insurance.
Avg. Salary: $67,500 · Company Rank: Not Available
Salus Capital Partners
Established and oversaw Field Examination function for a start-up company (including creating policies, procedures, and staffing), managing deals ranging from $10M to $75M. Simultaneously, served as Quality Control / Credit Auditor, performing credit analysis and financial risk management. Key driver in (i.) developing and preparing MIS reports for executive team to measure on-going exam progress, identify and mitigate ri...
Avg. Salary: $112,500 · Company Rank: Not Available
Sovereign Bank
Highly visible leadership role, directing Commercial Field Examination, Auto Finance Audit and Commercial Loan Compliance Departments (portfolios comprised of approximately $1B of commercial / asset based exposures with estimated 250 field exams annually, and $1B in auto finance exposure, with up to 1,000 audits per year). Managed a team of 19 professionals. Focus on (i.) executing examination reviews and evaluating colla...
Avg. Salary: $112,500 · Company Rank: Not Available
JP Morgan Chase
Performed asset based field examinations of Chase Business Credit and Chase Middle Market Banking customers (deals ranged from $5M to $250M, including Ex-Im Bank facilities), applying a common sense approach to each engagement to ensure quality services. Focus on (i.) liaising with customers, credit officers, and lending officers to address unresolved issues, and provide valuable insight to potential credit risks; (ii.) de...
Avg. Salary: $112,500 · Company Rank: Not Available
The Bank of new York
Oversaw borrower collateral activity and related systems for a $1B middle market loan portfolio, responsible for scheduling, executing, reviewing and reporting on 200+ collateral examinations annually, liaising extensively with customer operations teams and client management. Focus on (i.) training, guiding and directing new and experienced staff; (ii.) establishing monitoring procedures aligned with internal guidelines an...
Avg. Salary: $112,500 · Company Rank: Not Available
PNC BANK
Manage daily operations of banking center, which include: Direct reports of 5-8 employees. Interview, hire, manage, train, develop, and mentor new and existing tellers and service managers. Provide ongoing coaching and development of service staff to probe and recognize sales opportunities, while ensuring a high level of client service satisfaction is met. Reward and recognize employees demonstrating high service stan...
Avg. Salary: $60,000 · Company Rank: 4.0 out of 5
Washington Mutual Bank
Managed sales, operations, lending, and personnel administration for the financial center. Coordinated regional presentations to sustain satisfactory branch audits within the region. Reviewed and audited mortgage, consumer, and business loans for compliance excellence. Implemented vertical and horizontal analysis to expose problem areas. Reviewed and analyzed credit applications to determine credit worthiness, loan amo...
Avg. Salary: $60,000 · Company Rank: 5.0 out of 5
SYSCO
Performed general ledger accounting which included: Prepared monthly journal entries and financial statements, including cash flow, and P& L variance analysis. Prepared monthly reconciliations of assigned balance sheet accounts and assisted with quarterly and year-end audits and audit schedules. Maintained complete control of weekly A/P and A/R functions. Responsible for processing carrier invoices, balancing and reconc...
Avg. Salary: $60,000 · Company Rank: 5.0 out of 5
