ELIZABETH GUTIERREZ
***** ****** ****** **. *********, CA 93907 • Cell 831-***-**** • *****************@*******.***
Professional Summary
Innovative and detail oriented Investment Banker successful at improving operations, impacting business growth and
enhancing profits. Customer centered banking professional with a diverse financial service career in institutional business
development and project management. Dynamic banking professional adept at directing complex projects and leading high
performance teams to complete key financial initiatives. Driven Investment Banker with excellent presentation, negotiation and
interpersonal skills. Personable and ambitious Investment Banker specializing in portfolio implementation and client services.
Investment Banker who enjoys the challenge of acquisitions, organizational restructuring and leading projects from concept
through to completion. Investment Banker skilled at producing results in fast paced environments by adapting and
implementing innovative strategies. Investment Banker who aggressively builds solid client bases and drives revenue growth.
Skills
Customer oriented International and emerging market research
High level of accuracy IPO and valuation expert
Strong customer relations Comparable acquisition analysis
Deal mechanics Leveraged buyout analysis
Venture capital specialist Risk investment analysis
Accurate forecasting
Auditor deposits/withdrawals
Extensive knowledge of SEC regulations Strong interpersonal skills
QuickBooks Stocks and bonds
Practices due diligence Strong with derivatives
Work History
Operations Sales & Marketing Manager, 08/2007 to 05/2014
FTSI Connecting – 406 E Huntington Dr. Suite #100 Monrovia, Ca.
Negotiate, manage and execute consumer retail trade promotions
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Managed 15% growth while managing new programs, budgets and analytical.
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• Support trade show event planning.
Reconciled debit reports, margin reports and trade settlement reports to reach in house goals and objectives.
Advise clients on financial matters analyze financial data analyze financial information to project future revenues and expense
analyze market conditions analyze scientific research data and/or investigative findings analyze social economic data compile data
for financial reports compute financial data conduct financial investigations create mathematical and/or statistical diagrams and
charts evaluate degree of financial risk follow tax laws. Regulations gather relevant financial data identify financial risks to
company interpret charts and/or tables for social economic
research make presentations on financial matters perform general financial analysis prepare financial reports use
computers to enter, access and retrieve financial data use knowledge of economic trends use spreadsheet software use
statistical cost estimation methods.
Branch Manager, 6/2004 7/2007
Washington Mutual 425 Main St
Trained and directed 13 new hires during department orientations.
Led and educated investment team on customer relationship management techniques.
Organized financial analysis, market research and due diligence filings materials for customers. Audited
financial services clients, including banks and asset management companies.
I was responsible for the administration and efficient daily operation of a full service branch office, including operations,
lending, product sales, customer service, and security and safety in accordance with the Bank's objectives. Develops new
deposit and loan business; provides a superior level of customer relations and promotes the sales and service culture through
coaching, guidance and staff motivation; achieves individual and branch sales goals through new business sales, referrals and
retention of account relationships. Provides leadership, training and supervision; delegates day to day operations to the
Operations Officer or other branch personnel. Responsible for attaining established Bank and branch goals through active
participation in sales management and officer call programs. Participates in community affairs to increase the Bank's visibility
and to enhance new and existing business opportunities. I performed many duties in the absence of the Operations Officer or
other such management capacities as directed by the Regional Manager.
Leasing Consultant, 3/2000 5/2003
JH Management
•Accept rental payments and give immediately to Assistant Community Manager.
•Type lease and complete appropriate paperwork and input information on Yandi System accurately and on a timely basis.
Review with the Community Manager prior to obtaining signatures.
•Maintain current resident files.
•Maintain and record daily inspections for the community.
•Distribute all company or community issued notices.
I would Greet prospects and qualify by covering all criteria (ask questions; utilize completed guest cards, etc.).
Immediately record all telephone and in person visits on appropriate reports while I filed my own guest cards and maintain
according to established procedures.
Inspect models and available “market ready”, communicate related service needs to Property Manager.
Demonstrate community and apartment/model and apply product knowledge to clients needs by communicating the features
and benefits; close the sale.
Have prospect complete application and secure deposit in accordance with the company procedures and Fair Housing
requirements.
Update availability report, process applications for approvals. (i.e., credit check, rental history, etc.) Submit processed
applications to the Community Manager for approval. Follow up with applicant regarding status.
Ensure apartment is ready for resident to move in on agreed date.
Immediately follow up on prospects that did not close and attempt to close sale again. If unable to help prospect, refer them to
sister communities to meet prospect’s needs.
Secure new residents signature(s) on appropriate paperwork prior to move in. Orient new residents to community.
Assist in monitoring renewals. Distribute and follow up on renewal notices.
Monitor advertising effectiveness. Gather information about market competition in the area and file.
Represent the company in a professional manner at all the times.
Education
BBA: 2004
Cal Poly University San Luis Obispo
Certifications
NCR Self Service Sales Certification