Customer Service Sales
Resume:
Eliza M. Sorise-Sawyers
Grosse Pointe, Michigan 48230
*******@*****.***
Objective & Profile
Motivated financial professional seeks challenging position where
analytical, problem solving and communication skills will add value.
Adaptable and disciplined with a proven ability to learn and apply new
concepts quickly and manage multiple priorities. Proven ability to meet and
exceed goals. Strengths include:
. Contract management, credit and financial analysis experience
. Over seven years of customer service, management, training and sales
experience
. Three years of management and retail banking experience
. Over one year of commercial lending experience
. Proficient in Microsoft Word, Excel, PowerPoint, Access, Outlook and
Peachtree
Professional Experience
Financial Advisor Support, LJPR, LLC, Troy, Michigan, January 2010 to
Present
. Conducted research on investments products such as mutual funds,
bonds, stocks.
. Assisted in tax return preparation and review
. Assisted in creating client specific Excel spreadsheets and
implemented new investment software for investment decision purposes.
. Assisted in managing recurring regulatory reporting requirements for
The Financial Industry Regulatory Authority (FINRA).
. Prepared and processed new client and new account paperwork, handled
client requests and questions.
. Maintained client and prospect databases to ensure accurate client
reporting.
. Prepared materials and reporting for client review meetings.
Contract Manager Analyst, H.B. Stubbs Companies, Warren, Michigan, July
2008 to December 2009
. Created and executed new accounting procedures and processes to
achieve a successful results based accounting system.
. Analyze client-specific jobs and summarize financial data to ensure
accuracy and profitability.
. Create and monitor client specific invoices on a daily and monthly
basis.
. Monitor and review job costs for accuracy in pricing and financial
integrity.
. Communicate job costs with project managers, senior management and
sales team to ensure profitability.
. Work directly with Financial Controller to produce monthly bank,
credit card reconciliations and financial reporting.
. Generate budget forecasts; perform general accounting duties as
needed.
. Reconcile client's accounts receivable monthly and as requested to
provide timely information to account team regarding client's aging
receivables. Follow up with clients as needed.
Credit Analyst, Comerica Bank, Private Equity Group, Detroit, Michigan,
January 2007 to July 2008
. Provide credit support for $1 billion+ private equity portfolio.
. Created, managed, and maintained commercial credit files.
. Created/updated collateral charts and free cash flows in order to show
current collateral position and/or debt service coverage position.
. Prepared loan packages for credit administration approval.
. Recommend and analyze credit risk ratings.
. Generated loan profitability models (pricing).
. Attended and participated in loan approval discussions with Senior
Management.
. Uphold and maintained deadlines on a weekly basis.
Administrative Supervisor, The Robison Group, Farmington Hills, Michigan,
July 2005 to January 2007
. Managed daily bookkeeping and invoicing for a $1 million sales
portfolio
. Managed and prepared investigative reports and client invoices
. Responsible for daily contact with clients and investigative staff.
. Managed, hired, and trained new employees
. Enforced client deadlines and upheld weekly quotas on a regular basis.
. Promoted three times within 12 months of employment.
Customer Service Representative, Bank One, Troy, Michigan, October 2002 to
December 2004
. Completed loan training programs in order to provide customer service
to clients.
. Assisted customers with account and product information.
. Solved problems for clients and maintained client relationships.
. Opened and closed checking, savings and CD accounts.
. Trained and coached new employees on customer service procedures,
problem solving skills and product knowledge
. Completed numerous sales training seminars.
. Consistently met service and sales goal requirements.
. Received Customer Service Excellence awards on a monthly basis
. Promoted to Loan Banker within three months.
Education/Training
Master of Science in Finance, Walsh College, Troy, Michigan, Graduation
Date: 6/2011
Bachelor of Business Administration in Finance, Walsh College, Troy,
Michigan, 2006
GPA: 3.4
Associate's degree in Accounting, Oakland Community College, Royal Oak,
Michigan, 2004
GPA: 3.5
Comerica Credit College Training Program, March 2007
Coursework included:
Financial Projections Credit/Loan Risk Ratings Financial
Covenants
Credit Policies Loan Structuring Case Study
Analysis
Team Building and Leadership Skills Collateral, Cash Flow, Ratios and
Financial Statement Analysis
Contact this candidate