Financial Specialist

Gerard Pagkatipunan

**** * **** **. ***. ***, SCOTTSDALE, ARIZONA, 85251

732-***-**** . *********@*****.***

EXPERIENCE

Negotiations Specialist

Freedom Financial Network - Tempe, Arizona May 2014- Present

. Negotiate debt settlements on client's behalf.

. Work with various creditors, collections agencies, and attorney's

offices.

. Formulate acceptable percentage of settlement best suited for the

client.

Mortgage Banker

Quicken Loans - Scottsdale, Arizona October 2013 - April 2014

. Consult with clients on their present and future needs.

. Ensure effective communication with numerous clienteles to ensure

business.

. Utilized state-of the-art technology to conduct financial analyses

to properly qualify clients.

. Maintained a strong referral network from past clients.

Teller

TruWest Credit Union - Scottsdale, Arizona October 2012 -

October 2013

. Accurately processed financial transactions that included deposits,

withdrawals, loan payments, cahier's checks, money orders, and

traveller's checks

. Responsible for balancing cash drawer and branch location on a

daily basis.

. Referred a variety of financial products and services to help

members meet their financial goals.

EDUCATION

Arizona State University - Tempe, Arizona January 2010-December 2013

. Bachelor of Science Degree in Criminal Justice

ACTIVITIES AND SOCITIES

Phi Gamma Delta (FIJI) Fraternity - Alpha Sigma Chapter January 2010-May

2013

SKILLS AND CERTIFICATIONS

. Proficient in the use of computer software such as Microsoft Word,

Excel, Outlook, and PowerPoint.

. Strong organizational, analytical, and problem solving skills.

. Licensed to originate mortgages in 11 states:

WA,OR,CA,AZ,TX,MO,MS,KY,FL,SC,MD

. NMLS # 1127562

Contact this candidate