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Online Resumes with "Financial specialist"



Financial Specialist - 10 Years of Experience - Near 19380

SUMMARY Executive with proven experience in Financial Services, Sales, Operations, Business Development, and Management. Proficient in account management, project, and relationship management, market development and strategy with superior presence and people skills. Key areas of expertise are: Financial Sales and Product Experience Extensive Product Knowledge Management Customer Service/Relations and Account Retention New B...

Tags for this Online Resume: Financial, Insurance, Planning, Consulting, Long Term Care, Procurement, Distribution, Human Resources, Management, Marketing Management

Financial Specialist - 5 Years of Experience - Near 07306

Qualifications Summary MBA graduate, with a degree in Organizational Leadership and Management, and a bachelor's degree in Finance and Management. More than ten years of increasing levels of responsibility in the financial industry. A dedicated top performer and trustworthy team player, who discretely safeguards the confidentiality of company data, works closely with clients and co-workers to clarify and resolve problems, m...

Tags for this Online Resume: Management, Complaints, Distribution, Compliance, ACH, Documentation, Financial, Accounting, Acquisitions, Fund Accounting, client services, investor relations, mutual funds, client relations, wealth management services, investor services, compliance, mutual fund processing

Financial Specialist - 19 Years of Experience - Near 33134

PROFILE Sr. Level Finance Director.

Tags for this Online Resume: Audit, Support, Real Estate, Accounting, AT&T, Business Plan, Capital markets, Cash Management, Compliance, Documentation, securitization, corporate finance, structured finance, Bilingual, Loan, credit

Financial Specialist - 25 Years of Experience

Career Summary Solid 25 years of experience in the Mortgage Industry including correspondent, wholesale and retail. Knowledge base covers FNMA, FHLMC, FHA, VA, Jumbo loans and Non-Conforming loans. Outstanding reviews, with no deficiencies. Expert in both manual underwriting and automated systems including DU/DO/LP. Proficient with Encompass and various imaging systems.

Tags for this Online Resume: Accounts Receivable, Human Resources

Financial Specialist - 20 Years of Experience - Near 37174

Summary Corporate Cash Manager with expertise in all areas of Cash Management operations in Multinational Corporation, Local Government, and Not-For-Profit environments. Hands-on Management with key strengths in strategic Liquidity Management and Financial Planning, P tactical execution and leadership of technology initiatives that enhance operations and bottom-line performance. Over 26 years of Treasury, Finance and Manage...

Tags for this Online Resume: Accounting, Cash Management, Management, Securities, Data Processing, General Ledger, Insurance, Reconciliations, Sales, Cash Flow, treasury

Sr. Loan Processor- 15+ Years - Bellevue, Wa

Summary of Qualifications: * TRID TRAINED- DO, DU, LP- CONV, JUMBO, FHA, VA, USDA * 20+ years Management/Processing/Funding/Loan Origination * 10+ years Operations Management / Retail & Wholesale * Very skilled in qualifying Borrowers. Contracts and Appraisal Review * Self-directed, proven ability to work independently or on a Team * Encompass, Point, and other Processing Software trained and trainer * Proficient Computer s...

Tags for this Online Resume: Management, Appraisals, FHA, Microsoft, Microsoft Outlook, Retail, Software, Wholesale, Mortgage Loans

Sales Trainer

Learning and talent management professional with specialized expertise in client acquisition and management. * Engaging presenter of live and virtual training for top sales performers and executive leaders. * High value consultant able to identify learning objectives and develop effective training solutions.

Tags for this Online Resume: Management, Asset Management, Banking Industry, Business Development, Liquidity, Real Estate, Agile Methodologies, Facilitator, Integrate, finance

High Level Sales Consultant

Summary of Northwestern Mutual Financial Advisor Position, as well as, my current Financial Consultant Position: Certified Financial Planner with a successful history of providing comprehensive financial planning advice for retirement, estate, investments, and risk management. Possesses in-depth knowledge of industry products, services, and best practices. Adept at evaluating data and delivering sound advice based on risk t...

Tags for this Online Resume: Financial, Best Practices, Certified Financial Planner, Evaluate, Financial Industry, Management, Planning, Platinum, Risk Management, Sales, sales, CFP, chief Financial Officer

Financial Specialist

PROFILE Energetic Business Professional with sales, marketing, presentation, training, and operational experience in the financial services industry. Generates business growth through identifying prospects and expansion of existing partnerships via a consultative approach. Persuasive motivator and coach who brings a collaborative spirit and sense of humor to every opportunity. Creative innovator and problem solver with stro...

Tags for this Online Resume: Banking Industry, Business Analysis, Business Analyst, Business Strategies, Services, Cash Management, Management, Marketing Management, Sales, Training, finance

Financial Specialist - 20 Years of Experience - Near 95118

Summary: Having over 35 years of credit and collections in Management Banking, Medical Billing, Revenue Collections My objective is to acquire a position that will allow the enhancement of production of high standards by the Application of my skill to bring success to any company.

Tags for this Online Resume: Training, Billing, Medical, AT&T, Collection, Financial, Legal, Policies and Procedures, Accounts Receivable, Filing, finance, excel

Financial Specialist

Summary of Qualifications * Operated computers programmed with accounting software to record, store, and analyze data. Prepared journal entries, shareholders equity and balance sheet statements. Ability to analyze information to provide solutions for financial management decisions. * Knowledge of Managerial Accounting concepts in business decision to budget, break-even analysis and the effects of state and federal taxes eff...

Tags for this Online Resume: Purchasing, Teller, Insurance, Insurance Claims, Account Reconciliation, Accounting, Accounting Principles, Accounting Software, Accounting Standards, Accounts Receivable, accounting, cpa, finance, audit, manufacturing, excel, gaap, tax, accountant, controller

Compliance Risk Management / Banking Finance & Mortgage Industry Specialist

Tags for this Online Resume: Due Diligence, KYC, Management, Banking Industry, Commercial Loans, Underwriting, Documentation, Mortgage Loans, Risk Management, Risk, Compliance, Governance, AML