Charlotte Machado
**** ****** **. ** *********, AL. 35120
Phone: 205-***-**** E-Mail: ****************@******.***
CM
Executive Profile
Highly accomplished, result-driven financial operations and sales development executive with progressive experience in finance and
operations within multi-million dollar organizations. Extensive record of initiative and leadership skills resulting in measurable
contributions to business profitability, efficiency and strategic objectives. Proven ability to work collaboratively with multidisciplinary
teams. Possessing a valuable blending of leadership, creative and analytical abilities that combine efficiency with imagination to produce
great results.
Core Competencies Include: Business Development* Inside & Outside sales * Client Relations & Retention * Strategic Planning *
Forecasting * Customer Care * Community Relations & Outreach * Multi-channel Product Sales and Service * New Product Launch *
Financial Reporting * Project Management * Performance Measurements * Mortgage Lender
Experience
Advance America 4/2014- Present
Manager
Maintain daily center operations, banking, hiring, relationship building, over see growth of the center, collections,
Wells Fargo 2/2006 to 4/2024
Home Preservation Specialist 1
§ Listened to customer complaints and hardships and discussed best course of action for borrower’s assistance. While being
compassionate and caring throughout the process * Answer inquiries about loan modification, short sale and the foreclosure
process * Strive to maintain open communications, productivity and provide viable solutions.
Personal Banker
§ Cross-sell banking services and products to clientele * Participate in community events to position the bank as a leader within
the territory * Maintain security & confidential information of our clients and partner * Top credit products producer upon
bank conversions * Uncovered clients needs and matched with solutions.
Mortgage Bank Consultant
§ Multi-Million Dollar top sales producer * Supported Multiple retail branch locations * Solicited and cross-sold home
mortgage solution (purchase, refinance and home equity).
Modesto Jr. College 1997
Modesto, Ca.
Certifications:
§ Financial Statement Analysis
§ Business Development
§ Mortgage Specialist
Education
2