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Customer Service Management

Location:
Pensacola, FL
Salary:
negotiable
Posted:
July 28, 2016

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Resume:

Brandon V. Green

*** **** ******** ****** • Pensacola FL 32505

850-***-**** • acvw8f@r.postjobfree.com

FINANCIAL ANALYST PROFESSIONAL

A highly-qualified, results oriented professional with over nine years of financial analysis and auditing experience. Posses strong communication and analytical skills. Work well independently or as a team member with the ability to implement recommendations and completed assigned tasks in a timely and efficient manner.

EDUCATION

Major – Busness Administration/Finance - Columbia Southern University

Bachelor of Science – Antcipated in Summer of 2017 - Current GPA 3.63

EXPERIENCE

October 2011-Present - Mortgage Account Specialist

Navy Federal Credit Union - Pensacola, FL

As a Mortgage Account Specialist, I am responsible for preenting the various mortgage and credit options available for customers seeking to finance or refinance residential properties that are in compliance with Federal, State and Credit Union policies, procedures and related laws and regulations.. Additionally, I serve as a Project lead for Account Management which duties that involve monitoring team performance, prioritizing the assignment of team work and review of team member’s final package. Other duties and accomplishments include the following:

Originate loan applicant pakage which includes key elements such as personal credit histories, financial statements, and other financial information. These tasks have made me knowledgeable of the Truth and Lending Actin and Equal Credit Opportunity Act.

Evaluate loan modification approvals and respond to member inquiries regarding home modification process, which has given me experience and knowledge regarding the Home Mortgage Disclosure Act and Fair Housing Act

Define, analyze and study financial and operational issues as well as data validation

Assist team members in conflict resolution with clients and provide advice and counsel to team members as needed

Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans, which has given me experience and knowledge in the Fair Credit Reporting Act.

Prior to final loan package approval, I review loan agreements to ensure that they are complete and accurate according to policy and review and update loan package files as needed.

Handle customer complaints and take appropriate action to resolve them.

Compute payment and ammortization schedules.

Stay abreast of new types of loans and financial services and products to better serve customers' needs.

Brandon Green PAGE 2

April 2006- Aug 2011 - Credit Analyst/Auditor

Pen Air Federal Credit Union - Pensacola, FL

Processed member transactions with accuracy and efficiency, while minimizing customer wait time

Received and disbursed cash and negotiable items, verification, keeping records of money involved in financial transactions which gave me expanded knowledge and experience in the Electronic Fund Transfers Act

Examined and analyzed accounting records to determine financial status of establishment and prepare reports concerning operating procedures

Prepared and maintained data and reports for management concerning scope of audit, financial conditions found, and source and application of funds

Evaluated credit applications for verification and product recommendations as well as specialized services

Analyzed credit data and financial statements to determine the degree of risk involved in extending credit or lending of loans which broadened my knowledge of the Right to Financial Privacy Act

Resolved member complaints and concerns regarding all financial transactions

August 2009 – April 2010 –Night Auditor (Part-Time)

Quality Inn, Pensacola, Florida

Face-to-face customer service interaction in a courteous and professional manner

Performed nightly balancing of transactions and recorded cancelled checks that were received

Verified journal and ledger entries of cash and check payments, purchases, expenses, and trial balances by examining and authenticating inventory items.

Ensured the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers.

Research discrepancies & process adjustments, as well as compute percentages and totals and compare results with recorded entries.

CONTINUING EDUCATION

Business Banking Solutions

Project Management (Establishing Goals)

Project Management 201 (Management Level)

Business Literacy

Cognos Module: Prompts

Cognos Assessment 101

Cash Flow Analysis (Certificate of Mastery)

Time Management for Maximum Productivity Managing Other’s Time

Time Management (Congo’s Module Prompts- IBM Software Application)

Time Management for Maximum Productivity for Establishing Goals

Management Skills Introduction, Ready! Set! Manage!

Process Management (Dealing with Difficult People in Challenging Times)



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