Financial Specialist Career Research and Resources
5/3 Bank
Increased branch revenues in first year through sales of bank products, including personal loans and commercial accounts. Increased efficiency of sales team through broad spectrum of performance based efforts in order to streamline banking brand and message. Instrumental in developing strategies and tactics capitalizing on sales and growth profits. Established and reinforced brand value by managing and communicating ...
Avg. Salary: $45,000 · Company Rank: Not Available
Dakota Heritage State Bank
• Oversaw that all departments (lending, deposit, insurance, HR) were in compliance with all applicable Federal, State, and industry laws, regulations, and standards. • Conferred with management staff to identify and correct potential areas of non-compliance and anticipated future compliance requirements. • Prepared filings for federal, state, and local regulatory agencies. • Supervised and coordinated work activities of ...
Avg. Salary: $46,000 · Company Rank: Not Available
Rels Title
• Coordinated closing transactions between the buyer and seller in the sale of real estate. • Reviewed closing documents to determine accuracy of information and need for any additional documentation. • Conferred with legal counsel regarding legal aspects of closing transactions. • Prepared closing statement for purchase of property, using figures gathered in previous transactions and listing financial settlement between bu...
Avg. Salary: $46,000 · Company Rank: Not Available
First Class Mortgage
• Forecasted mortgage revenues on a monthly, quarterly and yearly basis. • Processed mortgage loans (Conventional, FHA, VA); utilized DU and LP for automated underwriting of loans. • Evaluating debt ratio’s, loan-to-value, renegotiating loan terms; reviewing documents for accuracy and lending compliance standards. • Facilitated customer and small business relationships and ensured they were maintained. • Coached, cross-trai...
Avg. Salary: $46,000 · Company Rank: Not Available
American Frontier Homes/Summit Mortgage
•Developed the financial forecasting of potential mortgage revenue on a monthly, quarterly and yearly basis. Evaulated Debt ratios, loan-to-value, renegotiating loan terms; reviewing documents for accuracy and lending compliance standards •Encompassed all customer and small business relationships, to include the coaching, training, delivery, and fulfillment of customer expectations. •Developed job budgets, managed financi...
Avg. Salary: $46,000 · Company Rank: Not Available
Majeistic Mortgage
•Proven leader in the processing and origination of Conventional, FHA, and VA residential loan applications. •Professionally communicated with customers while advising on the ideal mortgage lending options. •Portrayed explicit knowledge of our local community, economic bases, cultures, key leaders, and competitors. •Met established lending requirements while developing a solid referral base, generating mortgage loans. ...
Avg. Salary: $46,000 · Company Rank: Not Available
US Bank
Avg. Salary: $46,000 · Company Rank: Not Available
US Bank
• Generated $1,096,000 in revenue during 2008. • Grew Private Banking relationships to over 400 clients. • Managed over $28 million in loans and $22 million in deposits. • Produced over eight million dollars a year in new loans from 2005 to present. • Referred over $119 million in business to other business lines within the bank since 2007.
Avg. Salary: $62,000 · Company Rank: Not Available
National City Bank
• Produced new consumers loans and deposits through needs analysis. • Opened new annuity and mutual fund accounts as an investment professional. • Reviewed client’s financial profile and made appropriate recommendations.
Avg. Salary: $62,000 · Company Rank: Not Available
River Bend Financial Group
• Performed personal financial analysis including net worth, cash flow, investment portfolio analysis, insurance detail and retirement outlook. • Led account development and service of client portfolios with management. • Provided timely and accurate information to aide more than 70 clients in making difficult decisions.
Avg. Salary: $62,000 · Company Rank: Not Available
