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Business & Finance

Banking, Finance, Credit, Underwriting

Analyze consumer credit reports, personal applications, income, and collateral to make judgmental decisions on retail loans, specializing in home equity lines of credit Assist on the quality control team to ensure sound underwriting and judgment of loans, and to verify that incomes are calculated correctly Provide explanation of the underwriting process and criteria to branches and affiliate branches Analyzed consumer credit reports and personal applications to make judgmental decisions on unsecured installment loans Created and meet goals on a number of benchmarks from loan conversions and auto pay to quality control and compliance Created a refreshing and informational customer experience Providing liquidity for high worth individuals and entities Analyzed credit reports and collateral accounts Researched entities and support the underwriting team Document preparation for large lines of credit Worked on a solutions guide for the credit support team Financial services practice that manages over $40 million in client wealth. Provides financial, tax, and insurance services to high net worth individuals Researched and analyzed securities and investment strategies for clients Created investment strategies to improve client portfolio performance and tax planning Provided general office functions such as filing, record keeping, and tax preparation Extensively utilized a CMR called Branch Net Created weekly marketing plans and coordinate with local businesses for marketing opportunities Provided weekly and monthly financial and marketing reports to corporate Consistently met and surpassed sales goals Constantly fine tuned sales techniques to improve conversion rates Extensively utilized a CMR called Site Link less

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$25/hr Ongoing

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Analyze consumer credit reports, personal applications, income, and collateral to make judgmental decisions on retail loans, specializing in home equity lines of credit Assist on the quality control team to ensure sound underwriting and judgment of loans, and to verify that incomes are calculated correctly Provide explanation of the underwriting process and criteria to branches and affiliate branches Analyzed consumer credit reports and personal applications to make judgmental decisions on unsecured installment loans Created and meet goals on a number of benchmarks from loan conversions and auto pay to quality control and compliance Created a refreshing and informational customer experience Providing liquidity for high worth individuals and entities Analyzed credit reports and collateral accounts Researched entities and support the underwriting team Document preparation for large lines of credit Worked on a solutions guide for the credit support team Financial services practice that manages over $40 million in client wealth. Provides financial, tax, and insurance services to high net worth individuals Researched and analyzed securities and investment strategies for clients Created investment strategies to improve client portfolio performance and tax planning Provided general office functions such as filing, record keeping, and tax preparation Extensively utilized a CMR called Branch Net Created weekly marketing plans and coordinate with local businesses for marketing opportunities Provided weekly and monthly financial and marketing reports to corporate Consistently met and surpassed sales goals Constantly fine tuned sales techniques to improve conversion rates Extensively utilized a CMR called Site Link less

Skills & Expertise

.NETAffiliate MarketingApp DevelopmentBankingConsumer LendingFinancial AnalysisFinancial PlanningInsurance ConsultingLine ArtMarketingOffice AssistantPerformance EngineeringPersonal AssistantPlanningProcess DesignQuality Assurance (QA) And TestingRaising Equity CapitalRecordingReportsRetail SalesSalesTax ServicesUnderwriting

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