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Financial Professional

Location:
Yorkville, IL
Posted:
June 03, 2019

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Resume:

BRIAN WISKARI

Plano, IL ***** 630-***-**** ac9izr@r.postjobfree.com https://www.linkedin.com/in/wiskari/

Resourceful financial and customer-dedicated professional with immense firsthand experience in branch operational leadership and project management that have enabled growth and branch stability. Innovative, creative thinker with strengths in cross-functional guidance, working with numbers and figures, and creating and deploying regulation compliant implementation. Prepared to deliver strategic direction and guide teams via universal managerial skills including establishing goal focus and role expectations, aid with administrative and accounting/fiscal processing, fostering change, and driving productivity.

SKILLS:

FICO / Credit Analysis Strong Written & Verbal Skills Collections Account /GL Balancing Vendor Relations

Prioritization & Delegation Financial Documentation Change Management Strong Numeracy Skills

Account Reconciliation Strong Interpersonal Skills Fiscal IT Systems & Tools

Database Entry Regulatory Compliance Account Resolution Program & Product Management Needs Assessment

PROFESSIONAL EXPERIENCE:

Self-Employed, Personal Investment Opportunity Plano IL 2016 – Present

Took a temporary leave from career to design and build, from ground up, a luxury vacation rental home and business in Dominical Costa Rica.

Demonstrated time-management, organization, budgeting, and project management competencies.

Client Advisor Resource Bank, N.A. – DeKalb, IL 2000 – 2016

Managed large loan portfolio; responsible for growing new business and relationships, maintaining and developing existing relationships and resolving delinquent and past due accounts.

Special assignment by senior management to help resolve specific non-performing assets and critically past due accounts with the aim of a favorable outcome by both the Bank and client.

Complete lending authority; FICO/Credit evaluation, income verification, income analysis, debt to credit evaluation / ability to repay, credit reference verification, underwriting, document prep and loan approval with high lending authority.

Account reconciliation; loan, deposit and GL account investigation, balancing and problem resolution.

Assisted customers with budget forecasting and programs aiding in increasing FICO scores and credit worthiness.

Managed a variety of bank documents including applications, credit reports, spreadsheets, personal and business financials, and other vital data needed to process services within compliance guidelines; aided upper management teams with report creation and analysis to maximize analytical processes and data to expand banking/lending practices.

Established and enriched relationships with prospective and current clients; generated leads, increased customer satisfaction, and delivered on company expectations and performance targets (leads, referrals, sales, collections).

Identified client needs via expert listening and strategic planning strategy; open various accounts including deposit, loan, insurance, investment, retirement, and annuity products; addressed inquires in a timely manner.

Offered personal, titled, and home equity loan services; processed, approved, and closed loans and documented accounts in adherence with policies and requirements.

Branch Manager Regency Savings Bank – Naperville, IL 1997 –2000

Delivered total oversight of $77M+ branch operations; talent acquisitions including recruitment and hiring.

Contributed to staff training and development and ensured personnel had the resources to perform role duties; provided ongoing learning opportunities which increased team industry knowledge and process effectiveness.

Collaborated with Head Teller to enhance and fine-tune teller line operations; supported operations and ensured teller operations were in compliance with bank, State, and Federal policies.

Contributed to the strategy and development of the bank-wide implemented Safety Deposit Box area; executed loss prevention processes and procedures with proven effective results.

Handled escalated situations with customers, staff, vendors, managers, etc. via excellent conflict management skills.

continued…

Assistant Branch Manager Regency Savings Bank – Naperville, IL 1991 –1997

Assisted retail operations for $250M+ main branch location; directly managed 4 personal bankers including training, scheduling, project assigning, and coaching/performance reviews.

Maintained Jumbo Portfolio via in-depth portfolio management skills; stellar communications, problem-solving, and leadership competencies which resulted in seamless portfolio growth and operations.

Worked with Seniors Club to increase community outreach and strengthen community bond; organized annual trips.

Attended Illinois Safe Box Association’s bimonthly meetings to stay abreast of leading industry trends and sought progressive ways to enhance the business.

Conducted GL and account reconciliations; updated reports, customer accounts, company metrics, etc. and ensured data was accurate.

CERTIFICATIONS:

Life & Health Insurance License & Annuity Sales experience with 20+ years development NPN: 2132085

NMLS: 775400

Notary Public Certified

APTITUDES:

Fast and accurate data entry skills, computer proficiency in a Microsoft Office/Windows environment and prior experience working with banking, lending, and accounting software/CRM systems.

Accounting knowledge; payment processing, accounts payable/accounts receivable, Excel data sharing, and report creation.

Focuses on results to offer tailored solutions; goes beyond basic service expectations to help implement ample solutions.

Remains steady and thrives under pressure; utilizes challenging experiences to fuel motivation and productivity.

Analyzes vital and confidential business data to grasp issues, draw conclusions, and offer beneficial solutions.

Managerial skills focused on applying advanced practices to improve output, engagement, and enrichment of key metrics.

Demonstrated creativity in plan tactics; ability to see situations within a larger context linked to diverse industry services.

Proven time-management and due diligence resulting in full cycle operations management and timely goal attainment.

Allocates resources to achieve goals within tight deadlines and adheres to compliance standards; remains courteous during stressful, fast-paced scenarios.



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