JAMES E. GORDON
Upton Drive
South Charleston, West Virginia, 2530
(304)
Email: **********@*****.***
Education:
West Virginia University, Morgantown, West Virginia
Bachelor of Arts -- Major -- Political Science, Minor -- Psychology
Employment History:
Lending Specialist, KISRA
Current
One of the most important duties is to travel throughout the state
promote & discuss KISRA's Micro-loan Program
Assist clients with all aspects of completing application to be
submitted to loan committee, assist with developing and writing business
plan, compiling personal & business financials
Work closely with Small Business Development Center assisting mutual
clients
Work along with various personnel with Small Business Administration
(SBA)
Attend various functions and financial fairs to speak to groups
regarding KISRA's Micro-loan Program
Continue to work with numerous organizations & financial institutions to
generate leads for Micro-loan clients, while maintaining that KISRA's Micro-
loan is structured to assist entrepreneurs and business owners, who might
not qualify for funding at traditional financial institutions
Club Supervisor, Advantage Sales and Marketing
November 2010 to January 2011
. Supervised 30 employees, who demonstrated various products to Club
Members
. Completed activities i.e.; bank procedures, financial reports
. Resolved all customers complaints
. Increased sales of products by 25% within 30 days
Loan Officer, Putnam County Bank
May 2007 to August 2010
. Represents the Bank in the local community by participation in
community, charitable businesses and social activities.
. Cultivates new lending opportunity that have developed into strategic
relationships
. Assemble, review and analyze loan packages for preliminary approval or
denial accordance with Bank guidelines.
. Provide credible recommendations to senior management and loan
committee members.
. Interview loan applicants, collect and analyze financial and related
data to determine Credit worthiness.
. Establish and negotiate terms of credit extensions, calculating costs,
repayment methods schedule and collateral repayments.
. Anticipates and address maturing loans
. Underwrote, managed & maintained a Loan Portfolio of 9 million
dollars
. Works extremely hard to build and establish great long term
relationships with Commercial and Consumer customers.
Assistant Manager, Men's Wearhouse
1. Responsible for all aspects of operating Retail Store
2. Scheduled employees
3. Ordered and tracked merchandise
4. Implemented sales strategies and promotion
5. Assisted customers in purchasing clothing
6. Handled all banking duties and customer complaints
Branch Manager, City National Bank
December 2001 -- May, 2006
7. Exercised executive and administrative control over all sales,
servicing and operational functions of a branch office, including
implementation of policy and explanation of Bank Programs, policies,
procedures and objectives.
8. Established goals for branch marketing, operations and sales efforts.
Evaluated the effectiveness of branch activity statistics and related
reports.
9. Maintained prescribed security controls to protect the facility;
monitored accessed; opened/closed branch vault; and remained on 24
hour call in the event of security breach.
10. Provided advice, guidance, and back up to subordinate personnel.
11. Assured compliance with bank standards, audit recommendation and
related local, state and federal regulations. Completed required
compliance training. Ensured branch compliance in the areas of
security, audit, compliance and operations.
12. Coached and developed staffs to actively sell, refer, deliver and
promote the bank's products and services.
13. Maintained a through knowledge of all the bank's products and services
and kept on top of working knowledge of competitive products and
services.
14. Contacted customers to retain and expand existing banking
relationships. Counseled customers on financial and related matters
and handled difficult customers.
15. Represented the company at various civic and community functions
further enhancing the bank's image and developed additional business.
16. Oversaw and recommended training and development of branch personnel,
facilitated staff meetings to communicate branch objectives, goals and
policies; and coached individual employees as needed.
17. Exercised authority as manager, concerning staffing, performance
appraisals, promotions, salary recommendation and termination.
18. Created and organized a successful program, resulting in an increase
of new accounts of 27% in 2005.
Financial Service Officer: FSO, BB&T
March 1999 -- November 2001
19. One of seven officers that served Southern West Virginia
20. Cold called on potential customers to offer various bank services
21. Licensed in Series 6 and 63
22. Started with Zero clients, within 3 months was generating
approximately 500,000 dollars in income per month, with in 1 year as a
FSO, was generating 1 million dollars a month in sales, peaked to a
high of 5 million, by November, 2001.
23. Received numerous awards, bonuses and accolades for achieving and
surpassing sale goals
24. Developed entire client base
25. Assisted clients with all their banking needs i.e.; from deposit
accounts, loan products, to various types of Investment Accounts
26. Worked closely with Investment Counselors and Trust Officers
Personal Banker: One Valley Bank
February 1998 -- March 1999
27. Assisted clients opening accounts
28. Assisted clients with checking accounts, deposit, savings, CD''s, and
IRA''s
29. Completed customer loan applications