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Customer Service Financial Services

Location:
Fort Worth, Texas, United States
Posted:
February 14, 2018

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Charles Williams

*** ****** ******** ***** • Burleson, Texas 76028

682-***-**** • ac4g7w@r.postjobfree.com

BANKING / FINANCIAL SERVICES PROFESIONAL

Highly skilled professional with nine years of experience with high-performance and high-profit operations, products, services, and markets in the Banking/Financial Services Industry. Persuasive leader with demonstrated expertise in team building and organizational leadership. Unique talents with prospecting and securing minority clients. Committed to flawlessly managing projects while consistently delivering results and contributing to revenue-producing activities. Core Competencies

Strategic Planning • Financial Analysis • Business Development • Project Management Relationship Building • Process Improvements • Marketing • Customer Service PROFESSIONAL EXPERIENCE

METROPOLIS LENDING LLC-CROWLEY, TEXAS September 2004-Present President

Oversee operations to maximize production efficiency, quality, customer service, and the cost-effective management of resources. Identify joint venture, and merger and acquisition opportunities and direct inquiries, due diligence, negotiations, and consolidation transactions. Increased annual revenue from $1.5 million to $12 million.

Develop and implement strategic plans to develop and maintain relationships with prospective clients. Conduct premise visits to carry out client presentations expressing the value of products, solutions, and service offerings. Maintain a high profile in the minority business community for networking and new business development opportunities that exceed expectations for increased accounts, revenue, and profits while ensuring customer satisfaction.

Direct local, regional, and International marketing campaigns; oversee creation of an Internet presence; promote the Company via written articles and appearances at conferences and radio and television programs. Represent the Company at legislative sessions, committee meetings, and formal functions. Compile and present annual report at Annual Stockholder and Board of Director meetings. Direct Company planning and policy-making committees.

Director of Special Projects

Managed international joint venture projects. Prepared promotional and informational packages and marketed services to potential clients. Supervised, mentored, and trained a staff of five support personnel. BANKERS PLUS FINANCIAL-DALLAS, TEXAS March 2003-July 2004 Loan Officer

Gathered and analyzed credit information and annual credit reviews of corporate accounts. Prepared credit proposals for analysis and processed import/export documents. S&P CAPITAL INVESTMENTS-BURLESON, TEXAS August 2002-July 2004 Credit Officer

Analyzed annual credit reviews and prepared credit proposals. Monitored the bank’s exposure to high-risk debts and processed debt-equity swapping

Bachelor of Arts, Finance

Wiley College-Marshall, Texas - May 1995



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