LADAN NAKHOST, MBA

***** ********, ******, **, *****● Phone: 562-***-****

● HYPERLINK "mailto:ad22v2@r.postjobfree.com" ad22v2@r.postjobfree.com

BUSINESS MANAGEMENT PROFESSIONAL BUSINESS & FINANCIAL ANALYSIS BUDGET ADMINISTRATION & SUPPORT RISK ASSESSMENT & MANAGEMENT

PROFESSIONAL PROFILE

Highly motivated and results-driven professional with more than 15 years of combined experience in financial/portfolio management and banking services, Identifying, and developing new client base. Ability to focus on proactive client profiling to build relationships by developing solutions and cross-selling. Developing sales strategies and implementing adjustments to ensure achievement of quarterly goals. complemented by thorough research and utilizing problem-solving skills to provide positive reconciliations. Encompasses extensive experience with routinely assessing and meeting the financial needs and goals of various individual and business customers/clients. Adept at handling various banking or retail transactions and staying focused on what needs to be done. Takes the initiative to interact in an effective and professional manner with bank personnel and corporate while assisting the firm in building strong relationships with customers, identifying new (mutual) business opportunities to increase profitability and sustain customer base. Dedicated to exceeding client expectations, maintaining strong, fruitful working relationships with customers to gain their trust and respect.

**Advanced language skills: Fluent in English, Farsi, and German.

CORE COMPETENCIES

Team Leadership ● Strong interpersonal, verbal, and written communication skills ● Financial & Sales Management ● Customer Service/Relations Guided Strategic Planning & Thinking ● Comprehensive knowledge of bank products and services ● Time Management & Organization ● Relationship Management●

● Research & Data Analysis ● Strong Computer skills ● Exercise integrity and compassion to accomplish the set goals.

PROFESSIONAL EXPERIENCE

(2021-2023) Kinecta Federal Credit Union, Personal Financial Advocate)

Assist new members in opening new membership accounts,recommend Credit Union’s product and services Process consumer loans, gather supporting documents and review all documents for completeness .Developing and maintaining relationships with investment, insurance, mortgage and Business specialist partners to maximize referral opportunities .Processing members transactions, receiving and disbursing funds, posting deposit and loan payments, withdraw cash advance and processing mail transactions, Balancing cash drawer,negotiable instruments and daily work at the end of each day including encoding and proofing checks.

(2017-2020) Tata Harper Skincare, Brand Ambassador & Vendor, Newport Beach, CA

Strives continuously to meet or exceed forecasted retail targets to optimize efficiency within the company Demonstrates and depicts the features and benefits of Tata Harper Skincare products through effective representation of the brand Educated other retail associates on pertinent product and promotional information to streamline workflow Planned and executed events to ensure defined objectives are met.

(2013-2017) United Mortgage, Mortgage Broker, UAE Dubai

Led in the initiation of communication and contact with valued home buyers to assist them in locating the accurate solution for their home financial needs Established strong long-lasting relationships with clients through different means of communications Managed the agenda for client meetings taking mortgage applications from initiation to completion by demonstrating high-level of customer service Implemented strategic business strategies to formulate possibilities for growth within the organization by focusing on providing operational and service delivery to achieved prescribed customer satisfaction levels Research and analyzed data and other pertinent information to prepare plans best suited to an individual client’s needs or requirements Developed home loan strategies to support clients when making informed decisions regarding negotiation with product suppliers for optimal rates

(2009- 2013) Music1, Business Operations Manager

Expertly supported day-to-day business operations, supervising a staff of three and serving as the key liaison with lawyers, accountants, artists, as well as local media to maintain strong connections. Provided business analysis and accurate bookkeeping affording owners meticulously detailed reporting that played a key role in imperative financial business decisions,

(2006-2009) Wealth Management, Private Banker

Recognized for exemplary service and wealth management skills validated by the promotion to a new role to cultivate banking relationships with high-end customers. Ranked Top #3 Producer in the area, managing.

$2 million+ of new investment funds. Nominated for excellence in customer service awards from 2005 to 2009. Winner of Derby PBII, Retirement Solution Campaign competitions for developing effective wealth management strategies for retirement account holders.

(2004-2006) Personal Banker II

Skillfully provided a full range of services, including deposit-base, credit, investment, and fee-based products with the goal of acquiring 100% of customer business retention Instrumental in securing business loans and lines of credit valued from $500,000 to more than $2.5 million. Ranked Top Performing Banker in 2004 & 2005.

(2002-2004) Personal Banker I

Successfully provided account services and financial advice for new and existing banking customers. Consistently met business objectives and was named a member of the South Coast Division Champion Club for four years.

Additional Career Notes: Previous positions include Promotional Coordinator for Christian Dior Cosmetics; Retail Store Manager for Origin Cosmetics; and Counter Manager for Borghese Cosmetics.

EDUCATION & CREDENTIALS

UOP, Gardena, CA, Master of Business Administration, 2011. California State University Long Beach, Long Beach, CA, Bachelor of Science, Business Administration, Emphasis in Financial Management, 2000. California State University Long Beach, Long Beach, CA, Associate of Science, Electrical Engineering

Proficient in Microsoft Word, Excel, Access, PowerPoint, Outlook

Licenses: Security Licenses: Series 6, 7, 66, 63; Insurance Licenses: Life Insurance/Annuity

*References Available Upon Request*

Contact this candidate