Business Admin, Project manager
Resume:
LISA MURRAY
Boca Raton, Florida 33496
561-***-**** Cell
********@*********.***
EXPERIENCE
August 2011-Sept 2011 Euro International Mortgage - Boca Raton, Florida
COO Executive Assistant/HR coordinator.
Recruited, profiled, and reviewed employee contracts for Mortgage Brokers to hire.
Registered Mortgage Brokers on the NMLS website for licensing.
Assisted the Mortgage Processors with retrieving documents.
Sept 2010-April 2011 Fifth Third Bank/Business Banking Division - Boca Raton, Florida Treasury Specialist
Perform administrative and analytical tasks; acts as a liaison between Business Relationship Managers/Treasury Officers and customers and prospects.
Conducts special projects, process loan fundings/bookings, acts as a front line manager for RM’s overdraft reports and process wire transfer requests.
Accompany the Business and Treasury Officers on customer calls. Follow up with proper analytical proformas; opening and maintaining accounts; implementation of Treasury services, follow up of customer satisfaction and accuracy of analysis statements.
Offer technical training for Business customers with regards to advanced on-line banking services, such as helping customers with executing domestic and international wires, increases to ACH files, resetting pin numbers, and modifying, deleting, or adding users or accounts.
March 2010-Sept 2010 Wachovia Bank- Business Banking Division -West Palm Beach, Florida Business Associate
Provide routine sales, marketing, and operations support to an assigned team of Business Relationship Officers and their clients. Strong written and verbal skills.
Responsible for maintaining a high level of client support for Business Lending and Treasury customers. Assist in the loan renewal process and implementation of Treasury services.
Responsible for prospecting, identifying and growing relationships with new and potential customers.
Gather required data and provide preliminary assessments on the performance of existing and prospective customer’s accounts and offer efficiency solutions for new services.
March 2009-March 2010 Wachovia Bank/Wachovia Securities – Lake Worth, Florida Licensed Financial Specialist
Provide financial consulting to existing/potential customers and assess their short and long-term financial goals. Complete face-to-face appointments to profile customer needs and match appropriate products and services.
Meet multiple daily, monthly and quarterly production goals for solutions and units to meet the financial needs of small business and personal customers.
Focus on Centers of Influence and Book of Business regarding acquiring new customer relationships and by deepening and enhancing existing ones. Held accountable for aggressive monthly sales goals including investment goals.
Work closely with key internal partners, including Financial Advisors, Financial Center Manager, Tellers, Mortgage Bankers, and others to build strong relationships and achieve mutual goals
June 2007- Jan 2009 BankAtlantic- Palm Beach, Florida Vice President, Treasury Management Sales
Solicit new fee income and grow business deposit base through effective marketing of customized solutions to business customers, paying particular attention to maximizing profit margins and increasing services sold.
Assist in the sales efforts of Commercial Lenders, Business Development Officers and the branch network by attending joint sales calls, providing account analysis, proposals and responses to RFP’s.
Conduct business seminars in conjunction with other sales units for purpose of lead generation for increasing awareness of bank’s business applications.
Provide periodic management reporting, detailing sales efforts through identification of product/services sold, fees generated and deposits added.
May 2000 –June 2007 BankAtlantic– Fort Lauderdale, Florida Customer Service Analyst, Treasury Management
Ability to perform comparison analysis on proposals for prospective customer’s statements for pricing scenarios. Assist with the implementation of treasury management services and verifying accuracy of set ups to customer satisfaction.
Assist the Corporate Commercial Lending Team and branches with the opening of commercial business accounts, processing of account maintenance requests, and contacting customers to help them with customer service issues.
Set up and modify Money Market Mutual Fund Sweep accounts, Repurchase Agreements, Debt Management Loan Sweeps, and ZBA accounts including pricing for analysis, and assist customers with technical on-line training.
EDUCATION
AA Degree in Business Administration – Miami Dade Community College
Business Management – Florida Atlantic University
Licenses: Series 6, 63, and Variable Annuity/Life Insurance
Software Skills: Microsoft Word, Excel, Outlook, Lotus Notes, AFS loan system, CRM and RM Tools, Power Point, SalesPartner, Bankers Insight, Metavante Insight, ACE, Goldmine, SalesForce, Lotus, Pegasus, Mobius.
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