Customer Service Sales

PROFESSIONAL PROFILE

. Leadership and development background

. Ambitious, detail-oriented Financial Analyst versed in balancing

priorities

. Proficient in Budget development

. Sales negotiation and relationship building

. Strong interpersonal skills; effective communication both oral and

written

. Strong PC, Database, Analytical and Technical skills

. Demonstrates the ability to learn new processes and procedures with

minimal ramp up time

. Effectively handles multiple, high priority tasks with exemplary

results

. Award winning track record of professional excellence within high

volume environments

PROFESSIONAL EXPERIENCE

E*TRADE Financial - Atlanta, GA 12/2014-1/2015

Financial Assistant

. Identified and investigated variances to financial plans

and forecasts by interpreting financial results

. Analyzed budgets, financial reports and projections for accurate

reporting of financial standing

. Conducted careful financial and covenant analysis of proposed

transactions and portfolio companies

. Answered clients' questions about the purposes and

details of financial plans and strategies

. Worked With Jack Henry and Firserve Software

. Worked extensively with Microsoft Excel and Power Point

to Analyze customer information

. Explained and documented for clients the types of

services to be provided and the responsibilities

taken by the personal financial advisor

Easy Money - Birmingham, AL 1/2012-12/2014

Assistant Branch Manager

. Recommended loan approvals and denials based on customer loan

application reviews

. Maintained current loan and pricing information on the online banking

website

. Originated, reviewed, processed, closed and administered

customer loan proposals

. Complied with regulatory requirements including Bank

Secrecy Act, Anti Money Laundering, OFAC, USA

Patriot Act, Privacy Act and Community Reinvestment Act

. Audited the Branch on a monthly basis and insured we

complied with all federal regulations

. Created Excel Spreadsheets that saved the company time

and money to perform auditing duties

. BC collections calls performed monthly to meet branch

goals

. Balanced Teller drawers and branch Vault daily

. Enhanced the operational risk application to capture

regulatory findings from agencies such as SEC and

OCC

Cooks' Pest Control - Mobile AL

2/2010 - 8/2011

Sales Associate

. Negotiated prices, terms of sale and service agreements

. Created sales contacts with on and off-premise accounts

. Built client relationships by acting as the liaison between the

customer service and sales team

. Created proposals for new and repeat customer business transactions

. Contacted regular and prospective customers to explain product

features and solicit orders

. Cold called potential sales leads to ensure growth of the

territory

. Followed up with office leads and close deals based on

these leads

. Consulted with clients after sales and contract signings

to resolve problems and provide ongoing support

Urban Trust Bank - Kissimmee, FL

4/2008 - 11/2009

Assistant Branch Manager

. Maintained confidentiality of bank records and client information

. Facilitate weekly production meetings

. Reviewed and edited loan agreements to ensure accuracy

. Oversaw a branch team consisting of 8 customer service representatives

and 4 personal bankers

. Provide ongoing training for process development and implementation

. Audited Branch Vault and Balanced A.T.M daily

. Created Excel Spreadsheets to balance the Branch that saved the Branch

thousands of dollars each month

. Worked on Technical team that created monthly calendar for the branch

that entire company could see

. Opened CD, Trust, Checking, Saving, and Money Market accounts with

over 5 million in value

. Document and resolve formal complaints

. Worked with Core banking software to pull customers information

EDUCATION

University of South Alabama - Mobile AL

Bachelor of Science - Finance, 2007

(Financial Budgeting Models)

(Financial Analysis Simulations)

(Business Ownership and Development Project)

COMPUTER LITERACY

Operating Systems: Windows 8/7/VISTA/NT/XP/2003/2000/98/95

Software: Microsoft Office Products: Word, Excel, PowerPoint and Project,

Pivot Tables, Access, Micro Tables, Data Mining

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