CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "Financial services professional"

Customer Service Manager

SUMMARY OF QUALIFICATIONS Customer-centric, team-oriented franchise owner. Background includes business operations, financial oversight and marketing. Also, an accomplished Financial Services professional with 20+ years of experience concentrated in brokerage operations specifically: retail branches, high net-worth clients, institutional clients and back office operations. Possess strong work ethic and sharp analytical skil...

Tags for this Online Resume: Automation, Customer Accounts, Distribution, Marketing Management, Securities, Services, Financial, Accounting, Infrastructure, Analytical Skills

Manager - 2 Years of Experience - Near 84401

QUALIFICATIONS PROFILE Accomplished Financial Services Professional with solid and progressive experience in all facets of consumer lending. Astute business strategist with proven success in enhancing operational efficiency, streamlining business processes, and producing financial results. Regarded for the ability to expertly drive processes, surpass objectives, and successfully motivate cross-functional teams. Exceptional ...

Tags for this Online Resume: Financial, Management, Accounting, Banking Industry, Business Acumen, Credit Card, General Ledger, Journal Entries, Leadership, Payroll

Developer

SUMMARY Enterprise architect and developer with over 32 years of IT experience in the US. Have technical expertise that encompasses a range of hardware platforms, programming languages, databases, and application development and BI tools. Further, have experience working across many industries, including Healthcare, Entertainment, Consumer Goods, Transportation, Government, Education and Financial Services. Professional Goa...

Tags for this Online Resume: Ecl (Control Lang), Accounting, DML, IBM DB2 Database, Scheduling, Services, Sybase PowerBuilder, Data Warehouse, Essbase (Datawarehouse Db, Hyperion

Financial Analyst - 12 Years of Experience - Near 60615

Experienced financial services professional with background in investment collateral, municipal bond financing, and investment/trade execution, seeking employment opportunity in a consulting/advisory role which utilizes previous project/change management experience, written ability and organizational skills.

Tags for this Online Resume: Bonds, Consulting, Financial, Financial Services, Services, Loan Operations, Mortgage Loans, Property Tax, Audit, Bloomberg

Personal Financial Advisor - 11 Years of Experience - Near 07601

Professional Summary Financial Services Professional successful in supporting world-class sales teams, aligning all initiatives with strategic business goals, operating effectively in demanding environments, and maximizing available resources to attain noteworthy results. Former Army Aviation Officer and construction industry project supervisor who leverages exceptional communication skills to build quality relationships wi...

Tags for this Online Resume: Series 7, Series 66, NaviPlan, Microsoft Office, CRM, Attention to detail, Relationship Management

Credit Analyst - 7 Years of Experience - Near 29910

Qualifications Summary Well-rounded Banking / Financial Services Professional and expert Credit Analyst with 15-year career in key lending functions-including commercial underwriting, consumer lending, and financial recovery / collections. Personable and courteous in engaging with clients gathering needed information shepherding loan applications through timely, thorough review and collecting on delinquent accounts. Detail-...

Tags for this Online Resume: portfolio manager, lending, credit, commercial , Commercial Lending, Credit Cards, Document Review

Financial Advisor - 20 Years of Experience - Near 60077

Qualifications Profile Dynamic, results-oriented, Financial Services Professional with a track record of marketing investment products and building strong relationships. Broad-based skills in business development, client relationship management and market expansion. Strong listening and communication skills, building effective relationships with clients, staff and management at all levels.

Tags for this Online Resume: Deposits, Management, Services, Referrals, Acquisitions, Banking Industry, Insurance, Integrate, Investment Management, Leadership

Accountant - 16 Years of Experience - Near 21015

SUMMARY A detail-oriented and analytical financial services professional, with a demonstrated track record of achievement in financial analyses, adjustment billings, bad-debt reviews, month-end close and balance sheet reviews. Established capabilities in real estate, non-profits, bank reconciliations, journal entries, general ledgers, aged account receivables and cash receipts. Adapt in GLA functions, rent billing procedure...

Tags for this Online Resume: Balance, Balance Sheet, Financial, Financial Statement, Accounts Receivable, Bank Reconciliation, Cash receipt, Marketing Management, Receivables, Reviews

Manager - 15 Years of Experience - Near 90049

SUMMARY Versatile, results oriented financial services professional, yielding an outstanding record of accomplishments in sales, relationship management, consultation and operations, with consistent proven ability in client retention and increasing revenues in a highly competitive environment. Strong leadership and analytical skills in developing sales and operational strategies with C-level decision makers. KEY STRENGTHS (...

Tags for this Online Resume: Sales, Relationship Manager, Business Development, Client Service Manager, Retail, Accounting, CSC, Customer Relationship Management, Planning, Strategic Planning, Asset Management, Account Manager, Relationship Manager, Business Development

Insurance Sales Representative - 20 Years of Experience - Near 02904

Profile: Financial Services professional and Registered Representative with extensive experience in sales and customer relations. Have strong leadership abilities in meeting and exceeding sales goals and excellent customer service skills. While Developing and deepening relationships Santander Bank, East Providence, Rhode Island 2015 - Present Licensed Premier Client Manager * Responsible for the growth and development of an...

Tags for this Online Resume: Financial, Insurance, Planning, Sales, Customer Service, customer service skills, Financial Services, Internet, Intranet, Leadership, insurance, customer service, marketing, employee benefits, sales

Credit Analyst - 9 Years of Experience - Near 75067

Summary Passionate and energetic financial services professional with over 15 years of experience with government and private sector institutions focusing on loan administration. Knowledgeable in underwriting, quality assurance and issue resolution/management. Effective communicator, customer focused, problem solving and relationship building individual. Other core competencies include: * Management/Leadership * Project Man...

Tags for this Online Resume: Banking Industry, Leadership, Security, Insurance, Commercial Loans, Credit Analysis, Credit Management, Dun And Bradstreet, Management, Process and Procedure, Quality Assurance, Loan Administration

Project Manager - 16 Years of Experience - Near 22030

PROFESSIONAL SUMMARY "Known for making everything work - with a strong emphasis on client relations" Accomplished Project Management Professional (PMP), Six Sigma certified financial services professional and analyst, with 24-year track record of success in the banking, financial services, and technology industry. Ability to oversee and manage multiple teams and 3rd party vendors while ensuring timely completion of project ...

Tags for this Online Resume: Banking Industry, Financial, Financial Analysis, Retail, Assessments, Commercial Lending, Financial Statements, Integrate, Quality, Quality Assurance, Program Manager, Project Manager, Software, PMP, Remote