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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com

 

Dedicated Financial / Business Analyst eager to contribute extensive talents toward supporting a dynamic organization in optimizing bottom-line performance.

 

Profile

 

        Highly versatile; able to quickly adapt to new roles, responsibilities, technologies/software, environments, and industries.  

        Exceptional skills in financial analysis using multiple ratios and formulas.

        Considerable strengths in anticipating and responding accordingly to constantly changing business needs and priorities. 

        Proficiency in creating and maintaining spreadsheets, charts, graphs and databases to track and organize vital information.

        Autonomous and perceptive with reputation for solid judgment, problem solving abilities, and innovative thinking skills.

        Methodical, systematic and able to analyze, create and execute novel solutions to meet defined business goals and needs.

 

Professional Experience

 

Liberty First Bank,  2006 to Present

Commercial Banking Officer / Assistant Vice President

  • Apply sharp attention to detail toward analyzing personal and business tax returns, interim financials, personal financial statements and credit for underwriting purposes.
  • Prepare comprehensive reports for loan applications exceeding $500K and present to loan committee for review and approval.
  • Examine new and amended policies established by FDIC and Department of Bank and Finance to ensure 100% compliance.
  • Proficiently administer bank s cash management products including merchant products, remote capture, business online banking and deposit accounts. 
  • Drive cohesive and collaborative efforts among attorneys, agents, appraisers, and customers to expedite projects and swiftly resolve issues.
  • Foster, nurture and maintain strong customer relationships to maximize satisfaction and loyalty.

 

The National Bank of Walton County, 2005 to 2006

Banking Officer / Assistant Branch Manager

  • Supervised complete transaction lifecycle for consumer and commercial real estate.
  • Scrutinized approximately 1,000 customer accounts monthly to identify and determine future growth strategies, and presented business opportunities to upper management each quarter.

 

Continued

 

 

Yyyyyy x. yyyyyy C Page 2 of 2

 

Professional Experience continued

 

  • Effectively managed consumer/commercial loan portfolio valued at $4M.
  • Strategically restructured and streamlined branch operations and provided team coaching and motivation resulting in ranking as top-performing branch for three consecutive quarters.

 

A.G. Edwards & Sons, Inc., 2004 to 2005

Financial Consultant

  • Prepared and delivered informative and compelling presentations to prospective clients regarding financial and investment products.
  • Conducted quarterly reviews to analyze portfolio performance, and updated clients of market changes.
  • Facilitated seminars to educate and interest clients and prospects in specific investment products such as 401(k)s, 529 plans, rollovers, etc.

 

The National Bank of Walton County, Monroe, GA, 1998 to 2004

Banking Officer / Customer Service Manager

  • Rapidly advanced from initial role as Management Associate to Consumer Lender and earned subsequent promotion to Customer Service Manager.
  • Trained, coached, developed and motivated staff in cross-selling products and referring customers to affiliate companies providing securities, mortgage and trust solutions.
  • Evaluated business and consumer financial data to assess and determine ability to repay proposed debt.
  • Diligently reviewed commercial bank customer files monthly to uncover potential merchant prospects.
  • Provide monthly reports to upper management regarding strategies for maintaining 10%  annual growth.     

 

Education

 

MBA in Finance, Mercer University,  2004

 

BBA in Finance, Georgia Southern University,  1998

 

Community Involvement

 

Treasurer, Kiwanis Club of Monroe, 2009 to present

  • Recognized as Kiwanian of the Year, 2010

 

President, Kiwanis Club of Monroe, 2007 to 2008

 

Walton County Chamber of Commerce, 1999 to Present

 

 

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com

 



 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a <INSERT JOB TITLE/POSITION> capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

In addition to exemplary academic qualifications, I bring to you outstanding skills in financial and portfolio analysis, strong talents in client relationship management, and outstanding skills in reviewing, interpreting and generating complex reports. Additionally, I offer excellent organizational, planning, interpersonal, critical thinking, and communication skills which are paramount as a <INSERT JOB TITLE/POSITION>.  

 

As a proactive contributor to your organization, you will find me to be a self-motivated professional and stellar leader committed to supporting you in achieving your objectives through sharp analytical strengths and financial expertise. I am confident that I could be a valuable asset to your company, and look forward to interviewing with you in the near future. 

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy

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