Customer Service Sales

Bryan Ward

***** ****** **. *** **** Capistrano, CA 92675 C: 949-***-**** ********@*****.***

Professional Profile

Driven, committed professional, with a record of success in positions involving superior relationship building, analytical and

communications abilities. Experience in financial analysis, mortgage and banking industry positions. An energetic, focused

advocate for client needs, with a strong ability to convey complex, technical information in relatable language. A fast learner;

continually seeks avenues for strengthening knowledge to enhance own value to an organization. Holds MBA degree.

Methodical and pragmatic, yet creative and resourceful.

Diligent use of research and analysis: A creative problem solver with a Finance background.

• Brings a highly detail-

oriented, methodical approach to research. Understands what to look for in assessing an organization’s financial or

commercial viability, including opportunities for expansion, risk management strategies, and marketing and sales

planning. Familiar with SWOT analysis and business case studies.

Relationship builder: Thrives in any environment in which human interaction plays a major role. Purveys a

• consultative, relationship-driven client service approach. Practices active listening to identify client needs and uncover

new opportunities for expansion and business development.

Brings skills that translate: Excited to offer skills and knowledge gleaned from prior experience and MBA in a new

• environment, preferably in Financial or Credit Analysis. Looks forward to making an impact quickly, bringing the same

passion, dedication and accomplishment that have characterized career to date.

Experience Highlights

As a level 3 Loan Document Specialist with Wells Fargo Home Mortgage, worked with loan officers, underwriters,

• title companies, insurance agencies, and borrowers, processing mortgage loans from application to closing. Responsible

for a pipeline of 60 borrowers at a given time. Gathered and analyzed all required mortgage documentation, ensuring

compliance with industry and company guidelines. Set-up and coordinated appraisal and closing appointments, while

providing excellent customer service. Met all required funding and customer service goals.

In Customer Service/Sales with Comerica Bank, handled direct client contact, providing relationship-based,

• consultative service to a loyal customer base. Responsible for new personal and business account sales, as well as

upselling existing accounts. Also handled inside/outside sales of financial products (CDs, Money Markets, etc.) to

individuals and commercial entities, marketing products and services to area businesses. Top 15% Sales performer

fourth quarter 2008, despite economic downturn. Responsible for general ledger accounting and cash reconciliation of

$16K-$20K daily. Perfect record on audits; strict adherence to local, state and federal compliance standards.

Worked directly with clients on financial risk management strategies, building a book of business from inception, as a

• Financial Representative with Northwestern Mutual Financial Network. Recommended a broad range of financial

products and product combinations designed for long term growth, tax management, retirement planning and wealth

transfer. Marketed and sold Annuities, Life Insurance and related products, meeting quotas in a challenging economy.

Professional Chronology

LEVEL 3 LOAN DOCUMENT SPECIALIST Wells Fargo Home Mortgage (2013-Present)

CUSTOMER SERVICE/INSIDE & OUTSIDE SALES Comerica Bank (2008-2012)

FINANCIAL REPRESENTATIVE Northwestern Mutual Financial Network (2007-2008)

DATA ENTRY CLERK Express Systems (2006-2007)

Education

Masters of Business Administration (MBA)

University of Phoenix

Bachelor of Arts, Business Administration

Cal State Fullerton

Professional references available on request

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