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Financial Representative

Location:
Portsmouth, VA
Posted:
January 26, 2017

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Original resume on Jobvertise

Resume:

LAURENCE K. AIKENS

acyhio@r.postjobfree.com 757-***-****

www.linkedin.com/in/LaurenceAikens

Leadership Brand An instigator of creative energy with unwavering perseverance to authenticate

brand management. I contribute selfless and ethical leadership, influence change, build great talent, plan

diligently, monetize opportunities, and execute relentlessly. I will literally do whatever it takes to get the

job done.

CORE COMPETENCIES

BOARD SOCIAL

A N D S TA F F D E V E L O P M E N T C O M M U N I T Y M E D I A S AV V Y PUBLIC

ADVOCACY R E L AT I O N S

S T R AT E G I C PA RT N E R S H I P P R O F E S S I O N A L S P E A K E R O P E R AT I O N A L MANAGEMENT

POLICY & PROGRAM DEVELOPMENT CLIENT CONFLICT RESOLUTION EFFICIENT

A C Q U I S I T I O N A N D S E RV I C E W O R K S H O P F A C I LT I TAT I O N

P ROFES SIONAL E XPERIE NCE

NORTHWESTERN MUTUAL, Virginia Beach VA

Financial Representative, 2015 present

Guide clients through financial planning and goal setting for short term and long term strategies

Build client based practice from ground up

Solicit and make recommendations and implementations for investments and insurance services

Facilitate financial planning workshops for community

Cultivate and development community partnerships

Maintain active data base using CRM

Utilize Social Media in increase market presence

NEW YORK LIFE INSURANCE COMPANY, Norfolk, VA

Agent, 2014 2015

Engage clients to create and implement business and financial plans

Prospect for potential clients

Present potential solutions from suite of products and services

AIKENS & AIKENS LLC, Chesapeake, VA

Managing Partner, 2002 2015

Analyze, design, build, develop, deliver, implement and evaluate leadership development programs

for service oriented entities

Design Leadership development for non-profit organizations in areas of staff and board development,

strategic development, compliance audits preparations, policy and procedures, curriculum

development, fundraising and marketing, advocacy and public policy

Obtain client commitment by proposing financial plans and options; explain advantages and risks;

provide explanations; alleviate concerns; answer questions

Train customer service organizations on customer obtaining customer development and retention.

Solicit donors and organize successful campaigns for non profit entities

Ensure that organizations are auditor compliant.

Serve on Advisory Committee for local non profit and governmental boards

2

BANK OF AMERICA, N.A., Norfolk, VA

Process Support Specialist, 2011 2012

Identify and implement operational processes and procedures to improve production flow

Provide regulatory guidance and training to staff and department chairs

Serve on compliance related committtees and iniatives

Team Lead in Call Center environment

GUILFORD COUNTY TECHNICAL COMMUNITY COLLEGE (GTCC), Greensboro, NC

Adjunct Lecturer / HUD Certified Trainer, 2003 2011

Present curriculum for first time homebuyers on a monthly basis to include scheduling,

marketing, registering facilitating, monitoring, and certificates of completion to applicants

Schedule and held follow-up sessions with homeowners at six months and twelve months after

closing to cover topics such as predatory lending, taxes, refinancing, maintaining a household,

budgeting, home maintenance and foreclosure prevention

Prepare and submit monthly reports to document certifications awarded, income levels, family

size of all attendees and progress towards homeownership

Provide training to Realtors in areas of CRA census tracts

RBC BANK, Greensboro, NC

Community Development Mortgage Lender/CRA Compliance Officer, 2002 2006

Analyze, define and assess community needs of MSA though Banks footprint

Develop reporting system and training to management underwriting and retail operations

Identify, develop and monitor lending activities in order to address community needs and insured

compliance with all regulatory requirements

Develop, modify and enhance existing Community Reinvestment Act lending and investment

activities

Analyze and evaluate lending performance at the bank and mortgage companies and reported results

of analysis to senior management, Regulatory Compliance Committee and Board

Coordinate outreach, marketing and advertising efforts to increase focus on low-to-moderate and

minority census tracts. Responsible for complying with the various rules, regulations, policies and

ethical standards governing the financial services industry including compliance with the Bank

Secrecy Act

Exceed aggressive deadlines, managed multiple projects simultaneously in a very fast pace, customer

service industry. Service multiple Branches in broad service area

Manage and train bank personnel on CRA regulations and implementation. Served as the CRA Loan

originator for MSA

SUNTRUST BANK, Greensboro, NC

CRA Mortgage Lending Officer, 2006 2009

Exceed mortgage loan operational standards by contributing mortgage loan information to strategic

plans and reviews; implementing production, productivity, quality, and customer-service standards;

resolving problems; identifying mortgage loan system improvements

Serve as Mortgage Department liaison for compliance related committees for HMDA

Provide ongoing training for retail, underwriting and investment departments. Attract new CRA

mortgage loan applications by developing relationships within the community, specifically with the

real estate community, making sales calls to prospective customers

Approve mortgage loans by examining application and supporting documentation, estimating credit-

worthiness and calculating repayment risk

Complete mortgage loans by monitoring collection, verification, and preparation of mortgage loan

documentation; scheduling and completing mortgage loan closing

Protect bank's image by keeping mortgage loan information confidential

Participate in educational opportunities; reading professional publications; maintaining personal

networks; participating in professional organizations

3

Laurence K. Aikens 757-***-**** acyhio@r.postjobfree.com page

FIRST CITIZENS BANK, Greensboro, NC

CRA Community Mortgage Banker, 2002 2006

Provide ongoing training to Bank personnel, board members and area managers on HDMA

Regulations

Establish and monitor goals for examination of CRA Reporting to the Board of Directors

Surpass mortgage loan operational standards by contributing mortgage loan information to strategic

plans and reviews; implementing production, productivity, quality, and customer-service standards;

resolving problems; identifying mortgage loan system improvements

Attract new mortgage loan applications by developing relationships within the community,

specifically with the real estate community, making sales calls to prospective customers

Approve mortgage loans by examining application and supporting documentation, estimating credit-

worthiness, calculating repayment risk

Complete mortgage loans by monitoring collection, verification, and preparation of mortgage loan

documentation; scheduling and completing mortgage loan closing

Protect banks image by keeping mortgage loan information confidential

A DDITIONAL W ORK E XPERIENCE

Job Development Manager - Greensboro Housing Authority

Youth Employment Director City of Greensboro

Gang Prevention Program Director - City of Bloomington

Substance Abuse Prevention Manager Haight Ashbury Free Clinics

Public Relation Director Big Brothers/Big Sisters of America

P ROFES SIONAL & C IVIC I NVOLVEMENT

National Intake Trainer for Alpha Phi Alpha Fraternity

Deacon at First Baptist Church of Hampton

UCLA Alumni Association

Local Fundraising Chair for March of Dimes

E DUCAT ION

Post Graduate Studies in Public Affairs

University of North Carolina at Greensboro

Bachelor of Arts in Psychology and Sociology

University of California at Los Angeles



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