Sales Service Representative
Resume:
alex r. evans
Phone: 347-***-**** Email: ***********@*****.***
Achievements
Collaborated with referring partners to exceed Bank of America’s financial funding volume by150%
Referred over 2 million in investable assets which doubled Capital One Bank’s 2015 revenue
Single handedly increased Capital One branch 2014 deposit balance by 19 million dollars
Boosted an additional 10 million dollars to Capital One branch revenue Q1-date
Professional Experience
Santander Bank, New York, NY
Mortgage Development Officer September 2018 – January 2020
Organize and lead weekly partner meetings to achieve production and company goals
Conduct in depth interviews with prospective borrowers to determine financing objectives while assessing credit data
Educating potential buyers on industry/bank products and services offered, while maintaining a positive sales environment
Frequent engagement with the real estate community to attract new clientele
Bank of America, New York, NY
Financial Center Loan Officer August 2017 – September 2018
Accurately gathered required information from clients in order to deliver thorough and fully documented loan applications
Appealed to new mortgage loan applications by conducting sales calls to prospective clients
Provided consistent and optimum customer service to all clients by communicating clearly and thoroughly on the resolution of issues and recommending solutions
Citizens Bank, New York, NY
Mortgage Loan Officer September 2016- August 2017
Accomplished mortgage loan human resource objectives by actively hiring and conducting orientations, all while counseling and communicating job expectations to employees
Implemented operational standards by contributing to strategic plans and reviews that increased productivity, quality, and customer-service standards
Approved mortgage loans by examining supporting documentation while calculating repayment risk.
Sought out various people in the real estate community to establish and solidify ongoing relationships, while successfully exceeding completed loan applications
M&T Bank, New York, NY June 2015- September 2016
Relationship Liaison II – Commercial Real Estate
Managed numerous commercial accounts for numerous high net-worth clients
Actioned wire transfers and development of daily lending and payment documentation on business banking loans
Refined all client account maintenance including research and resolution of overdrafts and account reconciliation
Capital One Bank, New York, NY February 2013-February 2015
Relationship Banker
Led ongoing team and individual training sessions to develop new processes along with company policies
Met and exceeded various sales goals on a monthly, quarterly and yearly basis
Liaised with AML and other internal departments to prevent fraud by executing CTRs and SARs
Executed various operational tasks on a daily basis e.g. wires, branch cash shipment, teller audits, cash recaps
Valley National Bank, New York, NY January 2012-January 2013
Sales Associate
Educated clients about specific banking products and provided information related to their accounts
Provided support on teller functions to ensure appropriate back up during critical times
Established and maintained positive relationships with contacts across corresponding branches
Executed SARs and monitored hundreds of client transactions to prevent company loss
TD Bank, New York, NY April 2008-January 2012
Teller/Customer Service Representative
Promoted and sold banking products such as travelers' checks, savings bonds and money orders,
Met and exceeded referral goals on a quarterly basis
Balanced checks, cash drawers and cash dispensers at the end of each shift
Greeted and directed clients to the appropriate bank personnel
Implemented ongoing coaching for both new and existing team members
Education
Martin Van Buren High School Queens, NY Sept 2005-May 2009
technical skills
Computer/Systems: Microsoft applications – Outlook, Excel, Power Point, Quick Books, Touchpoint, IOriginate, Sales Force
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