Financial Manager, Branch or Department Career Research and Resources
Loan Link
Rendered Consumer and Mortgage loan decisions based on analyzing credit reports of applicants and in consideration of the guidelines and policies of the client institution. Processed consumer and mortgage loans via phone, internet, indirect, and data entry through Appro’s Loan Center System. Administered 250 credit decisions daily.
Avg. Salary: $57,200 · Company Rank: Not Available
Ajilon Finance
Collected default commercial loan payments on a portfolio of over 300 loans. Initiated default payment loan workouts.
Avg. Salary: $57,200 · Company Rank: Not Available
WAMU
Provided Investment Management for Fannie Mae and Freddie Mac loans which included writing problem loan reports. Handled calls, emails and faxes from Commercial Real Estate, Multi-Family Lending, Investor, Commercial Bank and Small Business Administration loans initiated by credit managers, relationship managers, internal employees and platinum loan customers. Researched and resolved escalated issues pertaining to: Escrow, ...
Avg. Salary: $57,200 · Company Rank: Not Available
Key Bank
Reviewed/analyzed loan requests involving funding, curtailments, secondary financing, assumptions, partial releases, maturity extensions, modifications/workouts and offer recommendations to senior management/lender/investors/regulators on all local transactions. Performed intensive loan monitoring for loans designated by lender/investor or servicer when not meeting standards. Provided loan servicing on loans returning to a ...
Avg. Salary: $57,200 · Company Rank: Not Available
Global Link Solutions LLC
• Co-founded sales and strategic consulting agency. Provide comprehensive sales strategy consulting and sales agency services to the building industry.
Avg. Salary: $127,500 · Company Rank: Not Available
Fisher Investments
Led a world-class sales force in the accomplishment of consecutive record breaking years of $6 Billion (Fiscal Year 2008) and $5 Billion (Fiscal Year 2007). Impressively well-rounded skill set enabled the successful management of every aspect of the sales, research, and trading operations for a $50 billion asset manager.
Avg. Salary: $127,500 · Company Rank: Not Available
Independent Trust Company Study
I was part of a three-person team that developed a business plan for a major asset manager to develop an affiliated trust company.
Avg. Salary: $150,000 · Company Rank: 4.0 out of 5
UBS Financial Serivces, Inc.
Assess needs and make investment recommendations. Process daily trades and transactions. Sell Wealth Management strategies.
Avg. Salary: $150,000 · Company Rank: 3.0 out of 5
Morgan Stanley
Assess needs and devise investment strategies
Avg. Salary: $150,000 · Company Rank: 2.0 out of 5
Various Contract Appointments
Planned & implemented an investment fund audit as discovery for a lawsuit Prepared marketing materials & webiste content for a Fund of funds Participated in sales efforts for a start-up Broker/Dealer
Avg. Salary: $150,000 · Company Rank: 3.0 out of 5
