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Services Officer Service Associate

Location:
Rancho Cucamonga, CA
Posted:
February 22, 2023

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Resume:

Naser Noor

Rancho Cucamonga, CA *****

advh4y@r.postjobfree.com

+1-714-***-****

Work Experience

Branch Manager

Goldman Capital Group - Irvine, CA

February 2007 to Present

• Manage a portfolio of existing clients and search for new clients

• Manage a group of Loan Officers

• Assist Loan Officers with Complaints and Regulatory issues

• Act as a Lead Client Service Manager whenever there is a client service issue

• Networking to originate new book of business.

• Cold calling potential clients

Senior Financial Services Officer

Bank of the West - Anaheim, CA

January 2004 to January 2007

• Originate Consumer Loans, such as HELOC, Auto and Personal loans

• Identify cross sell opportunities during conversation with clients

• Send referrals to other departments of the bank such as, Mortgage lending, investment management, trust management etc

• Attend Networking meeting at different trade groups, such as Chamber of Commerce, Rotary Club, etc. Financial Services Officer

Sanwa Bank/United California Bank - Tustin, CA

August 2000 to July 2004

• Open new personal and business accounts

• Cross Sell other bank products, such as Overdraft line of credit, Credit Card, Savings Account etc

• Originate Auto Loan, HELOC, Personal Loans etc

• Attend Networking meetings

• Calling existing clients to discuss their financial needs

• Cold calling future clients from a list provided by the bank Customer Service Associate

Union Bank of California - Fountain Valley, CA

June 1996 to April 2000

• Work the Teller Line

• Look for Cross Sell opportunities at the teller line

• Open New Accounts and complete customer profile for future business Education

Bachelor's degree in Business Administration

Cal State Long Beach - Long Beach, CA

May 1999 to May 2001

Skills

• Sales and Relationship Management

• Problem management

• Team management

• Leadership

• Project management

• Business Development

• Marketing

• Relationship Management

Languages

• English, Urdu, Pashto, Hindi, Punjabi - Fluent

Awards

Bank of the West

June 2006

Presidents Club winner of 2004 to 2006

Groups

Volunteer Experience -President of Ahmadiyya Muslim Community of Greater Los Angeles

July 2019 to Present

• Stay in touch with over 500 head of the household in the organization

• Manage a group of 26 Directors (volunteers) as President

• Manage an Income of Budget of over $1.8M from membership's donations

• Organize annual conference in December which is attended by over 1500 individuals over the span of three days.

• Organization owns a portfolio of multi million dollars of real estate, I over see their property management affairs

• Visit members on a regular basis to stay in close connection with them.

• Total membership of the chapter is over 1300



Contact this candidate