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Professional Summary

Results-oriented and motivated Business Relationship Manager with over 10 years of experience in sales and account management and general bank operations within small businesses and banking centers. Accomplished in analyzing client's financial condition to recommend financial solutions to best meet business needs, implementing advanced financial and technical skills in complex customer environments, and effectively building loyal and long-term relationships with customers.

  • Proven success in the development and implementation of sales strategies to meet business needs
  • Extensive knowledge of small business financial products and services
  • Skilled in prioritizing changing work demands and generating leads
  • Ability to build relationships with clients and internal partners and influence others without direct control
  • Proficient in Microsoft Office Suites, Quickbooks and Banking Software including Store Vision Teller, and Store Vision Banker 
  • Bilingual fluency in both English and Spanish
Work History
Bank of America Relationship Manager | Houston, TX | 2015 - 2017
  • Use knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank
  • Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for clients requiring multiple products and services
  • Assessed clients' financial situations to develop strategic financial planning solutions
  • Analyze financial profiles of business customers, business tax and financial statements to ensure proper cash flow and assets
Wells Fargo Mortgage Consultant | Houston, TX | January 2009 - January 2013
  • Originated, reviewed, processed, closed and administered customer loan proposals and sold residential mortgages
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information
  • Successfully exceeded goal of processing loans totaling over $1 million on a monthly basis 
  • Ensured customer retention and exercised excellent customer service in all interactions to establish lasting relationships and develop impressive database with clients
  • Presented different loan futures to clients to ensure the best product match
Wells Fargo Small Business Specialist | Houston, TX
  • Generated own business leads by applying selling and profiling techniques to open, establish and close sales
  • Processed and closed approximately $500K in consumer and business loans on a monthly basis 
  • Cross-sell loans and trade finance services and insurance products to clients thus increasing the deposit base of the branch by 20%
  • Awarded on a quarterly basis for consistently achieving loan goals and outperforming other business specialists within the region 
  • Established and developed good working relationships with small Business customers
Wells Fargo Personal Banker | Houston, TX | January 2008 - January 2009
  • Provided personal financial counseling, assisted with lending services, and built relationships with existing customers to sustain high satisfaction ratings and retention
  • Assisted customers during loan and account application process, and closed consumer and mortgage loans in accordance with internal and federal policies and procedures
  • Grew and deepened relationships with small business customers as well as actively acquire new small business customers 
  • Coached team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goal
Wells Fargo Lead Teller | Houston, TX
  • Executed customer transactions, including deposits, withdrawals, money orders and checks
  • Managed teller line in supervisor's absence and accelerated team's sale with coaching and motivation to ensure line met goal
  • Rapidly and efficiently prepared customer and ATM cash and change orders
  • Maintained friendly and professional customer interactions
Northwood Lighting Sales Representative/ Bookkeeper | Houston, TX | January 2006 - January 2007
  • Recommended new crystal chandeliers to customers, resulting in a 25% in add-on business
  • Followed up with current and prospective customers to ensure their satisfaction with the products
  • Entered financial data into the company accounting database to be verified and reconciled
  • Managed and responded to all correspondence and inquiries from customers and vendors
  • Supervised invoice processing, purchase orders, expense reports, credit memos and payment transactions
Some College Coursework Completed Some College Coursework Completed Lone Star College Houston, TX

High School Diploma Klein Forest Houston, TX
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Professional Summary
Qualified health-care professional with over 20 years of experience in the medical field. Extensive experience in the collection, retention, analysis, reporting and presentation of data for different aspects of the studies. Able to efficiently and effectively prioritize a broad range of responsibilities to consistently meet deadlines. Possess strong interpersonal skills, able to work effectively with individuals in all levels.
- North Carolina Respiratory Care/License # A-7569
- Registered Respiratory Therapist/Registry #58311
- Certified Respiratory Therapist 7/1994
- Neonatal-Pediatric Specialist 3/1996
- American Heart Association BLS 8/2017
- Pediatric Advanced Life Support (PALS) 01/2019
- Neonatal Resuscitation Program (NRP) 08/2018
Primary Residential Mortgage January 2014 to Current Mortgage Consultant
Raleigh, NC
  • Proven record of reliability and strong ability to establish rapport with clients and staff Managed extensive pipeline; processed each milestone to meet deadlines Consistent success in surpassing productivity and performance objectives Balanced and processed financial data accurately and maintained excellent record keeping Demonstrated capability to resolve problems swiftly and independently Coordinate activities to implement policies, procedures, and practices about granting a loan Studied and analyzed the mortgage market to identify best possible loan for the client Participated in marketing and promotional campaigns, generating new business Interviewed prospective buyers, gathered information, analyzed applicant's financial status, credit, and property assessment to determine feasibility of granting loan requests.
Sentara Healthcare August 1998 to July 2013 Williamsburg, VA
  • Screened potential clients for program eligibility and conducted evaluation Developed and maintained lasting relationships with physicians, patients and peers Monitored patients, assessed and documented findings, implemented plan of treatment Recruited and enrolled new clients utilizing resources to maintain the program at full capacity Followed up with patients regularly and documented progress of care Educated and informed clients on the benefits, risks and the alternative options Communicated effectively to provide quality services with high customer satisfaction Performed a variety of tasks in a timely and efficient manner insuring high level of productivity Collected, analyzed, interpreted and recorded data with accuracy, including ECG, vitals, lab results, history and current medications.
Riverside Health System Critical Care Units August 1995 to July 1998 Newport News, VA
  • Supervised staff during shift, delegated assignments and maintained proper staffing Established genuine rapport with prospects, peers and current clients Confidentiality was recognized at all times while handling sensitive information Informed and educated patients on the benefits of the services provided Trained and educated new company employees with current policies and procedures Proven ability to respond immediately and confidently during emergencies Dedicated in providing medical assistance in stabilizing patient's condition Successfully intubated patients during a code blue Updated on all policy and procedures as required by facility and state.
  • Princess M.
  • Kelley .
Providence Memorial Hospital Neonatal and Pediatric Units August 1993 to July 1995 El Paso, TX
  • Compiled and analyzed confidential data and implemented corrective action Responded to stressful situations and delivered exact solutions Collaborated with every team player involved to provide the client with exceptional service Specialized in providing treatment to neonates and pediatrics in the intensive care unit Multi-tasked several activities while meeting tight deadlines Compliant with all state requirements and facilities policies and procedures Monitored patients closely and responded accurately and quickly to any emergencies Assessed illness; administered appropriate procedures; helped determine best route of treatment Accurately followed site procedures and ensure regulatory compliance.
El Paso Community College Associates: Science El Paso, TX Science
University of Texas El Paso Finance El Paso, TX El Paso Finance
Liberty University Science Lynchburg, VA Science
English Native Spanish - Fluent
benefits, com, credit, client, clients, customer satisfaction, English, financial, regulatory compliance, marketing, market, medical assistance, providing treatment, pediatrics, policies, progress, quality, rapport, record keeping, Spanish, staffing, team player, plan of treatment
Additional Information
  • Accomplishments North Carolina Respiratory Care/License # A-7569 Registered Respiratory Therapist/Registry #58311 Certified Respiratory Therapist 7/1994 Neonatal-Pediatric Specialist 3/1996 American Heart Association BLS 8/2017
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Professional Summary
Loan Officer with a unique set of solutions for every problem. Creative in decision making, while careful in taking conservative risks to increase sales and customer retention. Driven Loan Officer with a track record in mortgage and home lending product sales. Demonstrates strong interpersonal skills and exceptional service throughout the sales process. Personable Loan Officer skilled in coaching and mentoring branch team members on a variety of loan products and services. Dependable and successful in building a loyal customer base.
  • Strong banking ethics
  • Complex problem solving
  • Positive attitude
  • Team player

  • Goal-oriented
  • Self-sufficient
  • Flexible
  • People-oriented
Work History
Senior Mortgage Banker 01/2017
Movement Mortgage, LLC South Burlington, VT
  • Developed and maintained relationships with local real estate agents.
  • Submitted loan applications to loan underwriter for verification and recommendation.
  • Developed prospects for new loans with 25 cold calls weekly.
Senior Mortgage Consultant / Loan Officer 08/2002 to 02/2014
Mortgage Financial, Inc Colchester, VT

Developed Mortgage leads

Prospected with Realtors, Finacial Planners and other banking professionals

Maintained compliance with all Secondary Market guidelines

Reviewed loan documents and ran Underwriting software Du and LP

Reviewed credit reports

Followed up with clients along with processors.

Maintained pipeline review and flow.

Senior Loan Officer 07/2015 to 04/2016
Merchants Bank South Burlington, Vermont
  • Developed and maintained relationships with local real estate agents.
  • Submitted loan applications to the underwriter for verification and recommendations.
  • Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Maintained strict confidentiality of bank records and client information.
  • Maintained friendly and professional customer interactions.
Loan Officer 08/2014 to 07/2015
People's United Bank Bridgeport, CT
  • Maintained friendly and professional customer interactions.
  • Developed and maintained relationships with local real estate agents.
Senior loan Officer 08/2002 to 02/2014
Mortgage Financial, Inc Colchester, VT
  • Developed prospects for new loans by conducting Realtor office meetings.
  • Developed and maintained relationships with local real estate agents. Presenting and discussing loan programs and Mortgage structure.
  • Worked with local Attorneys and Financial planners to develop new sources of referrals.
  • Called on the database to ask for referrals.
  • Reviewed clients current mortgage structure and rate to source for new opportunities.
  • Reviewed clients entire financial profile looking for ways to refer to other professionals in my network.
  • called listing and buying agents weekly to update on current transactions and ask for new business.
  • Maintained product and industry knowledge.
Associate of Science: Nursing 1998 Castleton University - Castleton, VT
Associate of Science: Culinary Arts 1983 Johnson & Wales University Providence Campus - Providence, RI
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Professional Summary
Organized and efficient administrative assistant, highly skilled in office administration, data organization, customer service, proofreading, database management and word processing.
  • Administrative Support
  • Office Administration
  • Multitask
  • Secretarial
  • Customer Service
  • Receptionist
  • Work History
    09/2016 to 08/2017
    Concierge/Reception Lake Union Sea Ray Seattle, WA
    • Compiled reports, entered required data, and orchestrated weekly inventory.
    • Responsible for preparing all licensing and vessel documentation to be processed by Washington Department of Licensing.
    • Handled store's main phone line, completed administration filing, and scanning duties  while multitasking for sales department.
    03/2014 to 07/2015
    Insurance Account Manager The Bailey Group Saint Augustine, FL
    • Administrated and maintained large group vision insurance plans.
    • Created expense reports, budgets and filing systems that resulted in consistent reconciliation of  corporate bank accounts and insurance plans.
    08/2013 to 02/2014
    Home Mortgage Consultant Wells Fargo Home Mortgage Jacksonville, FL
    • Originated, reviewed, processed, closed and administered mortgage loan proposals.
    • Developed and maintained an internal client filing system.
    03/2007 to 08/2013
    Member Relationship Specialist VyStar Credit Union Jacksonville, FL
      • Politely assisted customers in person and via telephone.
      • Provided an elevated customer experience to generate a loyal clientèle.
      • Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
    Associate of Arts: Business and Adminstration
    St. Johns River State College - Saint Augustine, FL
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    I'm looking forward to utilizing my skills and talents to become an great asset with an company. With my professional mindset and positive attitude I believe that I could bring great value to Mayo Clinic by challenging others around me to be great and creating an unforgettable experience to patients. My greatest attributes are; I'm motivated and consistent with my work. I believe that my hard work and captivating personality will help me create wonderful experiences for patients and make room for me to growth within the company. 
    • Creativity
    • Team Player
    • Versatile

    • Focused
    • Dedicated
    • Dependable  
    Amazon Jacksonville, FL Warehouse Associate 10/2017 to 01/2018
    • Received and correctly processed both written and verbal work orders.
    • Inspected and tested components, assemblies, and power tools.
    • Verified and inspected parts to insure that they were placed in the appropriate areas.
    • Prioritized work efficiently in order to meet daily and weekly production goals.
    • Recognized and reported defective material and equipment to shift supervisor.
    • Observed and followed all safety policies and procedures

    Wells Fargo Jacksonville, FL Mortgage Consultant 02/2017 to 10/2017
    • Recommended loan approvals and denials based on customer loan and credit application reviews.
    • Compiled database for loan applicants' credit histories, corporate financial statements and other financial information.
    • Complied with regulatory requirements including; the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
    • Created reports on deteriorating trends and fiscal year-end losses.
    • Successfully closed an average of 80 loans per month.
    • Originated, reviewed, processed, closed and administered customer loan proposals.
    Army Fort Benning, GA Motor Transport Operator 09/2014 to 06/2017
    • Responsible for checks and safety evaluations of motored vehicles
    • Practiced daily routines for transporting military cargo
    • Exercised discipline and teamwork in our daily units
    •  Exercised military values of obstacles that prepared me physically and emotionally to handle any stressful situations.
    • ​ Obtained a strategic work ethic to be able to make quick decisions
    • Transported military cargo to and from different military check points
    Education and Training
    High School Diploma 2011 First Coast High School, Jacksonville, FL, United States
    Activities and Honors
    Forward Christian Center is were I'm an active member and youth leader of our Fast Forward Youth Group. This organization has shaped me physically, mentally, and professionally to be capable of working with others and leading others to a common goal. I've been with the organization since it launched in January 2013. Currently I work with a group of leaders and we conduct bi weekly meetings with the youth, as well as plan and attend outings, teach about life skills and personal growth. Being apart this organization has help me with my communication and diversity skills.