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Online Resumes with "Retirement Accounts"
Real Estate Sales Agent - 20 Years of Experience - Near 55441
Accomplishments: * Organizational Leadership: Helped start a real estate related business, recruited talented staff and managed all aspects of the company's operations. Revived a local mortgage company by growing company revenue and establishing relationships with local banks, REALTORS, and the builders' community. Started a Self-Directed IRA Alternative Investment Administration company, hired staff, set up and managed all...
Tags for this Online Resume: Banking Industry, Financial, Financial Industry, Financial Management, Leadership, Management, Public Relations, Real Estate, Tax Regulations, CFO
Credit Analyst - 14 Years of Experience - Near 34655
Summary: Underwriter of FHA, VA and Conv loan products including Bond loans and Affordable Housing loans from origination to closing with emphasis on quality and production. Underwrite each and every loan with open mind and attentiveness to agency and lender guidelines and/or overlays. Able to work in fast-paced office environment while achieving company goals with cool and professional demeanor. Proficient with FHA Total S...
Tags for this Online Resume: FHA, Underwriter, Oracle Parallel Server, Clarify, Communication Skills, Communications, Computer Aided Software Engineering, Computer Literate, Desktop Computer, Documentation, remote
Controller - 20 Years of Experience - Near 27516
Contribute to the financial and tax success of your corporation using my Big-4 CPA, $100 billion financial reporting responsibility as NC Retirement Accounting Supervisor, and current Assistant Controller responsibilities spanning Treasury, nationwide tax, cash and investments management, international IFRS intercompany transaction recording, GAAP accounting close for USA holding company, budget, and audit experience.
Tags for this Online Resume: Audit, Budget Preparation, Budgeting, Consolidations, Internal audit, Certified Public Accountant, Payroll, Sales, Sales Tax, Services, positive, mentoring, coaching, cross-train, mult-task, Treasury, Cash management, Tax return preparation, Capital fixed assets, GAAP, IFRS
Accountant
MAJOR ACCOMPLISHMENTS (Holtkamp Liese Law Firm) Implemented and maintained an in-house accounting and management reporting system. Replaced and eliminated outside CPA firm, bringing all financial functions into the firm, including financial statement preparation, income tax return preparation, payroll tax return preparation and filing. Implemented direct deposit system for all employees. Created and developed tax and financ...
Tags for this Online Resume: Financial, Planning, Accounting, Tax Planning, Welding, Real Estate, Research, Tax Research, Audit, Financial Reporting
Business Analyst - 2 Years of Experience - Near 75063
PROFESSIONAL SUMMARY: * Business Analyst with 2 years of experience in analysis and management of User and System Requirements, Business Process Modeling and Business Process Improvement. * Experience in Software Development Life Cycle (SDLC): analysis, design, development, testing, and implementation of projects for Healthcare/Finance Industry Clients. * Good knowledge of end to end processes for consumer, small business a...
Tags for this Online Resume: Test, User Acceptance Testing, Acceptance Testing, Business Analysis, Business Analyst, Business Requirements, Jad, Microsoft Windows, Test Cases, Test Plans, agile
Commercial Loan Officer - 20 Years of Experience with financing CRE. Charlottesville, Va
Key Qualifications - * Excellent communicator and seasoned loan officer with demonstrated success in the commercial real estate mortgage industry and extensive experience financing income-producing entities through appropriate underwriting and property analysis that meet or exceed the regulations and guidelines of the federal bank examiners and the lender. * Successful, open-minded financial expert with an exceptional abili...
Ideal Companies: Banks, Mortgage, CRE
Tags for this Online Resume: Financial Statements, loan originator, commercial, Banking, Commercial loan officer, loan, CRE, MLO, Mortgage Officer, Account Management
General
Accomplished Bank fiduciary and Treasury Officer Leader with extensive experience and reputation in Trust CAREER HIGHLIGHTS * Held responsibility for supervision, with a staff of up to six (6) banking professionals, of total assets under management of $280M as well as administration, compliance, and operations of over 9,000 Individual Retirement Accounts (IRAs) with deposits totaling $87M. * Led institution's first Private ...
Tags for this Online Resume: Documentation, Financial, Financial Reporting, Integrate, Internal Controls, Retail, System Administration, Management, Accounting, Benefits
Financial Specialist - 10 Years of Experience - Near 80017
Looking to continue in a forward facing role working with individuals looking to get educated on how to prepare for retirement. Being able to continue to use my bilingual, Spanish, skills to work with the Latino market as well.
Ideal Companies: Great West, TransAmerica, JP Morgan Chase
Tags for this Online Resume: retirement, series 65, series 6, series 63
"Flexible Professional Open to New Opportunities"
Highly experienced, outcomes driven leader in operations, administration and staff management with proven record of dramatically exceeding goals for revenue and profit margin through team development and operational efficiency. Over 30 years of demonstrated leadership building and coaching high performance operations and support teams within shipping, logistics, and financial services industries. Adept in full scope of over...
Ideal Companies: Looking for a career change that will allow to use all my years of experiences. I am a self motived person who is an experienced customer enthusiast ready to deliver diamond-level service.
Tags for this Online Resume: Business Development, Teller, Credit Cards, Customer Service, Data Entry, Financial, Financial Services, Past Due Accounts, Manager, Assistant Manager, Mortgage lending, Consumer Lending, Payables, Receivables, Payroll, Microsoft Office, Supervisor, Cashier, Collections, Personal Banker
Financial Analyst
Tags for this Online Resume: Business Planning, Financial, Planning, Sales, Accounting, Budgeting, Client/Server, Customer Service, Database, Focus
