Financial Service Representative resume examples

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Skillful Financial Service Representative resume

Gianni Tambito
Summary

Dedicated, focused, bilingual military veteran who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role to increase customer satisfaction and contribute to company success.

Skills
  •  Bilingual
  •  Underwriting
  •  Microsoft office suits proficiency 
  • Banking and Logistics
  • Excellent communication skills
  • Multi-tasker
  • Strong attention to detail
  • Results-oriented
Experience
Foreclosure Document Reviewer 04/2012 to 07/2012 R.A Support System Atlanta, GA
  • Reviewed documents received from homeowners as well assisted them with any questions about the foreclosure process
  • Improved validation of documentation received and reviewed by scanning all correspondence and documenting all work achieved in clients portfolio
Bilingual Foreclosure Prevention Specialist 09/2010 to 07/2011 CredAbility Duluth, GA
  • Successfully utilize appropriate options such as: collections, repayment plans, special forbearance, modification, short sales and or foreclosure
  • Accompanied resolutions of loaned in imminent default and or short  sale status in a expeditious and effective manner in order to decrease cost
  • Achieved identification and implementation of new loan modification options by conducting extensive research and consistent communication with 3rd party loan officers
Bilingual Financial Service Representative 04/2008 to 10/2009 Hudson Valley Federal Credit Union Poughkeepsie, NY
  • Decreased cost of processing new loans and opening of new accounts by enforcing credit report history, in regulation to the us patriot act and the financial procedures as required
  • Trained in quarterly test and refreshment course , participated in daily greeting, consistently attained quarterly sales goals, as well as mentoring staff of current marketing solutions and new marketing ideas
Residential Data Collector 12/2006 to 11/2007 Tyler Technologies Newburgh, NY
  • Improved data for reevaluation project in the city of Newburgh for assessment purposes by screening homeowners, tenants, measuring properties computing home size and verifying updates to city assessor
  • Created the proper assessment and tax collection by updating information collected into the rps and apex sketch system.
Traffic Management Journeyman 03/2000 to 09/2004 Department Of Defense: Airforce Robins, GA
  • Manage the transportation of personnel and their dependents, material and property as they travel from base to base. A vital job that requires great attention to detail, these experts keep track of every shipment in order to ensure everything gets into the right hands at the right time.
  • Counseled personnel on entitlement and regulations laws for travel and shipment /receiving of household goods communicating with travel agents to ensure proper laws were implemented.
Education
Science South University Atlanta, GA
High School Diploma Newburgh Free Academy Newburgh, MA
Accomplishments
Air force Achievement Medal 2004 Department of Defense Robins Air Force Base, GA
Air Force Longevity Service Award 2004 Department of Defense Robins Air Force Base, GA
Air Force Good Conduct Medal 2004 Department of Defense Robins Air Force Base, GA
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Job-winning Financial Service Representative resume

Jashem Sandhu
Professional Summary
Knowledgeable and innovative finance, sales, and marketing professional whose success is banked on integrity, exceptional customer service, efficiency, and ambition.


Skills
  • FINRA Series 6 License
  • Analytical
  • Attentive to time management
  • Effective Communicator
  • Goal-oriented

  • FINRA Series 63 License
  • Easily Adaptable
  • Detail-Oriented
  • Consumer banking specialist
  • Self-sufficient
Accomplishments
  • Implemented several strategies that successfully increased sales and improved client retention rates.
  • Increased personal month over month sales whiles sustaining consistent recognition from members.
  • Recognized as well as restructured policies and procedures to develop effective efficiency.
Work History
Branch Service Manager, Assistant Vice President 01/2017 to Current
Union Bank Sacramento, CA
  • Undertook various tasks from sales to operations and ensuring their execution in a proper manner with zero errors. 
  • Cross train staff to understand alternative positions within branch job field to increase knowledge and create individual development plans.
  • Implement new procedures for daily verification to create awareness of certain regulatory requirements as well as Federal and State compliance. 
  • Consistently  review branch collateral from marketing to new account documentation as well as teller transactions for accuracy and create action plans for any corrections.
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Assessed employee performance and developed improvement plans.
  • Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
Financial Service Consultant 08/2016 to 12/2016
Firefighter First Credit Union Sacramento, California


  • Assessed members financial situations to develop strategic financial planning results by remaining professional, reliable, and genuine perpetually.
  • Originated consumer loan applications, reviewed credit, collected all necessary supporting documents and processed loan tell close promptly while focusing on accuracy.
  • Managed wide variety of member service and administrative tasks to resolve members request quickly and efficiently.
  • Reported internal control issues to management and supplied comprehensive recommendations to mitigate the associated risks.
  • Articulated audit findings, risks and detailed recommendations to upper management.
Financial Service Representative 07/2015 to 08/2016
CAHP Sacramento, California
  • Assist in inquiries by determining the request, researching for resolutions and recognizing opportunities for additional products.
  • Process loan applications, payments,accounting as well as risk management forms in a timely manner while focusing on accuracy and staying consistently attentive to call volume.
  • Established compelling relationships within the departments by delivering clear communication and meticulous attention to detail.


Relationship Banker 01/2010 to 01/2015
J.P. Morgan Securities LLC/ Chase Bank Sacramento, California


  • Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
  • Analyzed applicants financial status, credit and property evaluation to determine feasibility of granting loan.                            
  • Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.                     
  • Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act, and Community Reinvestment Act.
Education
Bachelor of Science : Child Development 2010 San Diego State University - San Diego, Ca, USA
Community Affiliations
  • Junior Achievement , Ambassador representing Union Bank
  • Ronald McDonald House Charities of the Central Valley INC, Ambassador representing Sikh Society. 
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Experienced Financial Service Representative resume

Jon Friday
Summary

Results-oriented Customer Service Manager with diverse background in management and customer service. Dedicated to providing excellent customer service and making operational and procedural improvements.

Highlights
  • Scheduling
  • Deadline-oriented
  • Training and development
  • MS Office software proficiency
  • Conflict resolution techniques
  • Team management
  • Focused on customer satisfaction
Experience
December 2007 to Current
Fifth Third Bank North Versailles, PA Financial Service Representative
  • Recruited, managed and mentored an average of 2 new customer service representatives per year.
  • Improved service quality and increased sales by developing a strong knowledge of company's products and services.
  • Interviewed, hired and trained new quality customer service representatives.
  • Addressed negative customer feedback immediately.
  • Effectively communicated with team members to maintain clearly defined expectations.
  • Resolved customer questions, issues and complaints.
  • Developed rapport with the customer base by handling difficult issues with professionalism.
May 2004 to December 2007
Bella Notte Pittsburgh, PA Bar Tender / Shift Supervisor
  • Strictly abided by all state liquor regulations, particularly in regard to intoxicated persons and minors.
  • Effectively handled customer complaints and special requests.
  • Provided prompt, efficient, friendly, and quality service at all times.
  • Accurately balanced cash register at all times.
  • Maintained stock levels to prevent shortages of critical items.
  • Consistently kept bar and work areas clean and sanitary in compliance with bar standards and local, state, and federal laws.
  • Maintained a positive working relationship with fellow staff and management.
  • Set up special events and private parties.
January 2002 to October 2005
CustomScapes Landscape and Design Services Inc Monroeville, PA Maintenance Manager
  • Monitored project schedules for [] projects at a time.
  • Mentored, coached and trained [] team members.
  • Identified inefficiencies and made recommendations for process improvements.
  • Defined project deliverables and monitored status of tasks.
Education
2003
Point Park University
Pittsburgh, Pa, USA
Business Management
Bachelor of Science
  • Coursework in Business, Management and Communications
  • Strategic Leadership training
  • Operations and Quality Management coursework
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