Customer Service Management
Resume:
Jeffrey Ibanez
San Antonio, Texas 78253
**********@*****.***
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
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