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yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx
, xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com yyyyyy x. yyyyyy
financial advisor
yyyyyy x. yyyyyy
profile
offering progressive experience in the financial industry, with consistent results in achieving fiscal and organizational objectives. comprehensive background in research and customer service. talent for defining and resolving discrepancies to avoid unnecessary cost expenditures. effectively establish and manage key relationships with decision makers and strategic partners. seeking to achieve chartered financial analyst designation.
project management customer service team member quality assurance
financial analysis multitasking risk management regulatory compliance
communications research and planning resource allocation/administration
yyyyyy x. yyyyyy
key achievements
consistently provided exceptional service and optimal performance by successfully supporting team of 400 sales members and 800 operations users across 8 different platforms.
received 90+% quality assurance every month while simultaneously producing record closing volumes; surpassed expectations on performance appraisals for 2005 and 2006.
played an instrumental role in department doubling production from previous year in the wholesale and retail lines of business by closing approximately $1 billion as a whole for the year 2002.
yyyyyy x. yyyyyy
career background
jpmorgan chase & co., cleveland, oh 2005-present
officer-quality assurance (2007-present)
contribute dynamic communication and interpersonal relation skills in building and establishing key relationships and liaising effectively between technical and non-technical members of sales and information technology teams.
conduct comprehensive review and analysis of business and technical specifications to ensure application enhancements conform to business requirements.
demonstrate exceptional ability to communicate with broad populations, including staff and senior management in the sales and operations departments.
support legacy systems, new application integration and ad hoc assignments, demonstrating exceptional multitasking and prioritizing abilities in achieving goals and timelines.
closer (2005-2007)
proficiently prepared state specific closing documents for home equity lines of credit and loans, illustrating organizational skills and strong attention to detail.
effectively controlled predatory lending risk by proactively calculating state-specific high cost tests.
relied upon to lend industry expertise toward evaluating pricing for ongoing interest rate and yield spread premiums.
ensured timely closings by maintaining constant contact with mortgage broker and settlement agent.
page 1 of 2
douglas m. molls page 2 of 2
yyyyyy x. yyyyyy
career background continued
metropolitan bank & trust, highland hills, oh 2001-2003
closing/secondary marketing specialist
scrutinized funded loans for conditions of proper credit and title work, further contributing solid critical thinking and detail orientation skills.
executed final closing documentation and updated databases in logistics of secondary market sales.
created and updated multi-million dollar loan sale spreadsheets utilizing excel.
yyyyyy x. yyyyyy
education
bachelor of business administration, finance major - kent state university, kent, oh, 2001
yyyyyy x. yyyyyy
licenses
finra series 65: uniform investment adviser law
finra series 7: general securities representative
yyyyyy x. yyyyyy
technical skills
microsoft office suite, lotus notes, sametime/im, hp quality center
yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx
, xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com yyyyyy x. yyyyyy
date
contact name, title
company name
address
city/state/zip code
dear__________________:
i am currently exploring new career opportunities and to acquaint you with my qualifications, i am submitting my resume for review. in advance, thank you for your time and consideration.
as demonstrated in the accompanying resume, i offer a progressive background in the financial industry, with a strong track record for generating solid results. over the course of my career, i:
consistently provided exceptional service and optimal performance by successfully supporting team of 400 sales members and 800 operations users across 8 different platforms.
received 90+% quality assurance every month while simultaneously producing record closing volumes; surpassed expectations on performance appraisals for 2005 and 2006.
played an instrumental role in department doubling production from previous year in the wholesale and retail lines of business by closing approximately $1 billion as a whole for the year 2002.
i am now eager to contribute my business savvy, strategic planning skills and dynamic leadership, relationship building and administrative/financial management abilities toward collaborating in your success as a key member of your team. i am confident that i could be a valuable asset to your firm in achieving both immediate and long-term goals, and look forward to meeting with you in the near future to discuss my qualifications and how they support your corporate vision.
professionally,
douglas m. molls
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