Financial Services Account Representative Resume

Financial Services Account Representative
 
CAREER DIRECTION: FINANCIAL ANALYST
Financial services professional with five years of professional experience in finance and general business management. Effective communicator with strong problem resolution and time management skills and core competencies in the areas of accounts and contracts management, financial services, client relations, and staff management.
PROFESSIONAL EXPERIENCE
Company, Town, XX                                                        Date – Present 
Financial Services Account Representative
• Managed a portfolio of 4,500 accounts, contributing to a $780M loan growth in 1997.
• Grew account base comprised of commercial financing, residential, home equity and consumer loans, spanning multiple counties and frequented other branches to provide support.
• Processed and serviced loans and insurance policies of up to $150,000.
• Followed up on payment and collections activity.
• Recorded transactions on network database; maintained General Ledger and balance sheets; handled month-end-closings; performed nightly deposits; assisted with employee training.
• Interfaced with borrowers and legal representatives throughout all phases of loan process.
• Liaised between branches and response center to ensure integrity of local area network server.
• Conducted persuasive presentations exercising a knowledge of product and client needs.
Company, Town, XX                                                            Date – Date 
Field Supervisor
• Recruited, trained and directed 150 maintenance crews members on all aspects of building maintenance for major corporate clients that included HP, Revlon, and AIG Insurance.
• Performed facility inspections to ensure compliance with OSHA safety regulations. 
• Maintained confidential personnel files including salary histories, performance evaluations, time sheets, attendance records, medical reports, W-2 forms, and job applications and resumes.
• Scheduled day and evening shifts; prepared and distributed weekly payroll.
• Handled equipment inspection, troubleshooting and repairs; purchasing and inventory control.
• Interfaced with corporate clients to address issues requiring immediate attention and resolve.
• Communicated daily status reports to Head Supervisor and other senior supervisors.
EDUCATION
     College, Town, XX 
     Bachelor of Arts, Economics, Major, Date    
COMPUTER SKILLS
• Proficient in Word, Excel, Power Point, Access, Word Perfect, Lotus and Corel Draw. Expertly navigate the Internet as a research tool.
Skilled at troubleshooting and maintaining hardware and software.

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