Manager

G E R A R D D I C K I N S O N

*** ***** ******* ***. ***. #310 Phone: 323-***-****

Los Angeles, CA 90036 Email: *************@*****.***

P O R T F O L I O R E L A T I O N S H I P M A N A G E R

Executive {Business Development Manager} credited with implementing sales strategies, policies, and marketing promotions in order to increase profitability, efficiency, and client satisfaction; I am committed to excellence.

Highly skilled: Exceeding Corporate Initiatives, Management, Cross-Selling, Conflict Resolution, and Team Leadership.

National Project Manager & Client Relationship Manager & Assistant Treasurer

Areas of Expertise

Retail Consumer Direct

Tradeshow Productions

Branch Operations Mgr.

Inbound Tele-Sales

Assistant Treasurer

Credit Analyst/Loan Processor

Logistics Mgr. & Tour Driver

Regional Brand Ambassador

Real Estate

Construction

Banking

Non-Profit Firms

Key Skills Assessment

Problem Solving – A natural talent and passion for proactively solving problems with positive and tactful information gathering techniques.

Interpersonal Communications – Committed to effective interpersonal communications through the exchange of knowledge, experience, and goal sharing in order to optimize productivity and increase morale.

Professional Experience

LOS ANGELES FEDERAL CREDIT UNION, Los Angeles, CA 2014 – 2017

Assistant Treasurer – Client Development Manager

Originate secured and unsecured consumer loans while developing new financial relationships and maintaining existing clients.

Maximize implementation and communication of corporate policies and targets.

Dedicated to planning, developing, and organizing highly effective strategies that ensure smooth flow of organization.

Gained expertise in the following Office Systems: Ascensus, IRA, ADP, Card Wizard, Cubics, iPay, IQQ, FIS Client Link, FOREX, Meridian, LinkUnder, Symitar, Synapsis, Star Station, State National

ACCOUNTABILITIES PROFESSIONAL GROUP, Century City, CA 2013 - 2014

B.S.A. & AML Analyst (Contractor)

Successfully investigated, analyzed, and reconciled 77 cases.

Consistently provided highly efficient gathering and reviewing of new client information; monitored financial transactions for existing clients in order to identify suspicious activities.

Exhibited strong proficiency in: Outlook, Net Communicate [Liberty], Patriot Officer, Symitar, Synapsis, Microsoft Word, Outlook, and Metavante.

WELLS FARGO BANK, Los Angeles, CA 2010 - 2012

Loan & Relationship Officer

Achieved “President’s Club” Top-5 Metrics Achievement in quarter 3 of 2013.

Awarded “Service Recognition Award” for Customer Service in the second quarter of 2012.

Excelled at developing and maintaining strong, long-lasting client relationships.

Gained extensive expertise in: Symitar, Synapsis, Microsoft Word, and Outlook.

HILTI INC., Tulsa, OK 2005 - 2010

National Mobile Media Tour Project Manager

Impressively generated an average of $3.7M per year in retail sales revenue.

Ensured smooth production and management of 1090 National Sales Based Trade Show Events while partnering with major giants like Home Depot, White Castle, and Dodge.

University 1997-2001

Bachelor of Arts, Business Administration, Loyola Marymount University, Los Angeles, CA

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