Jeffrey Ibanez

***** ******* *****

San Antonio, Texas 78253

210-***-****

aco77x@r.postjobfree.com

Professional Profile

Dedicated, positive and goal-oriented Business Management Professional with broad knowledge and

proven strengths in accomplishing employer-centric objectives. Familiar with multiple aspects of the

financial services industry with d emonstrated experience in financial management, consumer lending and

organizational development.

Eleven years of Financial Industry experience including consumer lending and financial

management

Flexible and self-starter, with capacity to multitask, and manage numerous priorities while

meeting all deadlines and maintaining accuracy

Excellent interpersonal and oral/written communication skills; c apable of collaborating with

individuals at all levels

Strong problem solving and creative skills and the ability to exercise sound judgment and make

decisions based on accurate, detail-oriented analysis

Personal qualities of integrity, credibility, and commitment with the ability to handle sensitive

information and maintain confidentiality

Proficient in all Microsoft Applications, specializing in Quick Books and Adobe Acrobat

Demonstrated ability to function effectively as a team player as well as working independently to

achieve objectives

Professional Experience

The Elijah Group Inc., San Antonio, Texas 2010–2015

Finance Manager

Responsible for the oversight of all financial aspects of the organization including but not limited to

accounts receivable, accounts payable, payroll, and budget. Support the CEO in accomplishing the

mission and vision through financial and administrative effectiveness.

Develop finance organizational strategies by contributing accurate financial and accounting

information, GL accounting, analysis, and recommendations to strategic thinking and direction;

establishing functional objectives in line with the organizational objectives

Recommend financial operating strategies by evaluating trends and critical measurements;

determining production, productivity, and quality while resolving problems and implementing

change

Accurately initiate financial strategies by forecasting capital, facilities, and staff requirements;

identifying monetary resources and developing action plans

Manage annual budget for our ancillary organization which includes over 100 member schools, all

while organizing the associated large events that take place throughout the State of Texas

Present quarterly P&L statements and corresponding balance sheets to the organizations’ Board of

Directors

American General Financial Services, San Antonio, Texas

2004–2009

Financial Representative

Interact daily with members, guide and recommend the right type of loan to the borrowers by reviewing

and analyzing their financial status; demonstrating exceptional knowledge of all state regulations, internal

loan collection policies and procedures.

Research and evaluate all applicants’ account information including credit risk and inspecting

their collateral; performing a complete financial analysis and underwrite the approved loan

applications

Process and close the Home Equity Loans, Auto Loans, and Personal Loans

Order and review mortgage title, appraisal, and financial tax returns for approval process

Train and mentor new and current employees to meet company goals and standards

Collect delinquent accounts with a proven record that consistently remained under the set 3% company

standard

Process retail dealer applications, determined dealer approval and executed appropriate

funding

Senior Sales Representative

Responsible for the outbound sales calls which included contacting current and former loan customers for

the purpose of soliciting new business, including any new Real Estate and Non-Real Estate loans.

Thoroughly research account information, verify totals, correct discrepancies, and generate

reports

Process loan applications and submit to local branches for approval

Assist, train, and mentor new hires on procedures to streamline repetitive work and improve

productivity, efficiency, and accuracy

Educational Background

University of Texas at San Antonio, San Antonio, Texas

Bachelor of Business Administration: Management, 2007

Contact this candidate