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Online Resumes with "customer portfolios"



banker/ financial services

•Seeking to take next career step in acquired field of experience gained over the years in either banking or financial services opportunities, with respect to prospective careers outside the scope.

Ideal Companies: banking / accounting

Tags for this Online Resume: financial, banking, accounting, payable, recievable

Quality Assurance Specialist - 10 Years of Experience - Near 08817

Project Summary: ARISg is a Drug Safety System which provides all the functionality required to manage adverse event reporting and adverse reaction requirements of different authorities around the world, from case entry to automatic generation of submission ready adverse event (AE) reports including CIOMS I, Med Watch 3500A and many more. ARISg is an automated distributed system. In this system data would transfer to variou...

Tags for this Online Resume: Test, Regression Testing, Management, QTP, Test Scripts, Business Requirements, Framework, Coding, Functional Testing, Java Programming Language

Project Manager - 13 Years of Experience - Near 07090

Profile Accomplished IT and Business Management Professional with proven record of success in directing IT, PMO and Lines of Business operations, reducing costs, enhancing business efficiency while improving customer satisfaction. Dedicated, self-driven, results orientated and working proactively, delivering enterprise infrastructure projects to meet customer portfolio strategies. Exceptional interpersonal skills, collabora...

Tags for this Online Resume: Business Strategies, Sun Solaris Operating System, Unix, Assessments, Audit, Dell, Disaster Recovery, EMC, Financial, Infrastructure

Not Listed - 20 Years of Experience - Near 60540

PROFESSIONAL SUMMARY Detail oriented securities professional with experience in financial markets, sales, trading, operations and compliance in a broker dealer environment. Seasoned professional with experience in bond trading and working with institutional, high net worth and retail clients in providing customized portfolios to meet each client's financial goals.

Tags for this Online Resume: High Net Worth, Sales, Bonds, Financial, Retail, Compliance, Fixed Income, Government, Problem Solving, Securities, stocks, finra series 7, finra series 63, finra series 65, muni trading

Account Executive - 15 Years of Experience - Near 77071

After working in customer-facing roles in telecommunications for more than 15 years, I am seeking a customer advocate role for a customer agent with a large telecommunications infrastructure. I am proactive and detail-oriented, ideally suited for managing vendor relationships and supporting billing and contract compliance. I excel at driving company growth by proactively managing all aspects of the customer portfolio thr...

Tags for this Online Resume: Management, Back Office, Product Management, Sales, Sales Support, Support, Voice, Financial, Financial Management, Request for Proposal

Credit Analyst - 16 Years of Experience - Near 00961

Experienced Credit Analyst professional of the medical devices industry with major involvement in financial analytic support for the optimization of business risk evaluation decisions. Effective at identifying market conditions and keeping the management informed on account receivable customer portfolio situation. Excellent communication, presentation and negotiation skills. Successful in establishing working partnerships w...

Tags for this Online Resume: Bad Debt, Management, Credit Information, Integrate, Legacy, Navision, Banking Industry, Cash Flow, Commissions, Cost Control, Finance, accounting, bad debt, management

Featured Profile

Financial Specialist - 20 Years of Experience - Near 60602

To work for an established financial company, in a position I can enjoy and flourish in.

Ideal Companies: Investment advisors

Tags for this Online Resume: Accounting, Data Migration, Integrate, Management, Portfolio Management, Commissions, Distribution, Liquidity, SMA, finance, Salesforce, Bloomberg, FiServe, Trading, Vestmark, Excel

Accountant - 20 Years of Experience - Near 22204

Member of Employee Education Group, tasked with ensuring employees knew To work for a team of like-minded where to go to take courses offered by the company. Secretary of Employee individuals in an office setting where I Morale Team, ensuring all meeting minutes were accurate and all team leads may optimize my customer service and reported their monthly progress. accounting skills.

Tags for this Online Resume: Security, Services, Training, Vitals, finance, management, customer portfolios, accounting, excel, accountant, audit

Featured Profile

Loan Officer

PROFILE: Highly driven brand builder with expansive beverage alcohol and financial experience. Successful business analysis skills developed to achieve sales growth within supplier and customer portfolios. Established sales professional with strong communication skills in a high volume business environment. Relationship Management * Business Development * Business Analysis * Key Account Development * Portfolio Management * ...

Tags for this Online Resume: Equity, High Net Worth, Investment Management, Management, Planning, Risk Management, Accounts Receivable, Business Analysis, Financial, Financial Analysis

Sales Manager - 20 Years of Experience - Near 19060

Summary Long standing accomplished career of B2B Sales Management experience. Customer portfolio includes distributors along with both large and small formatted retail accounts. My responsibilities include the development and implementation of market plans and strategies. I have developed annual operating plans that benefit the overall marketplace direction. I have worked with the customer to develop and maintain strong, va...

Tags for this Online Resume: Sales, Adobe, Budgeting, Distribution, Management, Marketing Management, Merchandising, Microsoft, Microsoft Excel, Microsoft Outlook, account executive, account manager, narional account sales manager

Loan Officer

I am currently seeking a professional position doing business consulting financial and business plan reviews. I have extensive experience in banking finance lending and management. It is my hope to find a professional position that utilizes these skills as well as customer service customer portfolio management and new business consulting. 19 years banking as Bank Branch Manager and Business Banking Officer.

Tags for this Online Resume: Management, Networking, Social Media, Banking Industry, Business Development, Business Plan, Commercial Loans, consumer loans, small business lender, business consultant

Featured Profile

Tested and Proven Manager

Areas of Expertise Strategic Planning * Vendor Management * Contract Management Communications * Budgets * Business Growth * Customer Service * Coaching Key Performance Indicators (KPIs) * Microsoft Office * Negotiations * Project Management Problem Management * Presentation Skills * Performance Management * Time Management

Tags for this Online Resume: Account Management, Accounts Payable, Audit, Financial, Financial Management, Management, Planning, Pricing, Reporting Tools, Strategic Planning