Herbert T. Williams, MSF Phone 832-***-****
firstname.lastname@example.org 1346 Kane Court • Rosenberg, TX 77471
ASPIRING FINANCIAL PROFESSIONAL
Learning and development professional with 7+ years in training and instructional design: Skilled in
providing strategic direction, planning, leadership, supervision, and coaching; enjoy collaborating with
team members to generate ideas and improve processes. Gifted with innate ability to influence and
communicate effectively with various levels in an organization, and maintaining a positive work
SUMMARY OF QUALIFICATIONS AND CORE COMPETENCIES
Outstanding data skills in analysis, strategy, and planning
Excellent communication, interpersonal, organizational, and leadership skills
Exceptional versatility with the ability to manage multiple tasks in a pressured environment
Dedicated to professional growth and driven as a hard-working individual
Strategic Planning Data Analysis
Adult Learning Principles Needs Assessments
Group Facilitation & Presentation Coaching and Mentoring
Leadership Training Performance Consulting
Lamar Consolidated Independent School District 2007 – Present
Created proactive solutions to business needs; implemented training calendar to meet business
demands and growth objectives.
Developed and analyzed spreadsheets to effectively plan, and evaluate training needs.
Assisted with the development and delivery of technical and leadership training courses by utilizing
learning theories, research and best practices. Incorporated learning initiatives as appropriate.
Sourced and recommended internal and external learning resources to the organization. Assessed
training needs by using knowledge management systems.
M&T Mortgage Corporation 2005 – 2006
Loan Delivery Specialist
Analyzed and compiled underwriting and mortgage data; deliver loan information through agency
systems GNMA, FNMA, and Freddie Mac.
Process loans for supplementary lenders Countrywide, FHLB, Wells Fargo, Bank of America.
Coordinate the delivery (shipping) of loans to investors as well as the disbursement of funds; and
maintain accurate and current records on status of loans.
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Buffalo State College 2004 – 2005
Assistant Building Supervisor
Managed operations at College Weight and Fitness Center supervising a staff of seven.
Ready the facilities for daily operations and special events, scheduling work hours, and provided
training for staff.
Coordinate and schedule all sporting activities and events such as softball, lacrosse, and basketball
tournaments and insure the daily closing of the facility.
Word Power Point Outlook
Excel (pivot tables) Access Adobe Pro
Master of Science in Finance Focus on Financial Analysts, Kaplan University, GPA 3.38
Bachelor of Science in Economic & Finance, Buffalo State College, GPA 3.11
Financial Strategies for a Global Environment
Statistical Methods for Decision Making (using excel)
Investment and Securities Analysis
Ethics For Financial Professionals