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| Desired Industry: Finance/Investment |
SpiderID: 20544 |
| Desired Job Location: St. Petersburg, Florida |
Date Posted: 4/7/2008 |
| Type of Position: Full-Time Permanent |
Availability Date: |
| Desired Wage: |
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U.S. Work Authorization: Yes |
| Job Level: Experienced with over 2 years experience |
Willing to Travel: Yes, Less Than 25% |
| Highest Degree Attained: Bachelors |
Willing to Relocate: No |
Experience:
Financial Services Representative 2007
E*Trade Financial, Tampa, FL
* Responded to an average of 60 inbound investor calls daily consistently maintaining a Top Contributor (TC) rating for quality of service.
* Advised investors on asset growth strategies.
* Executed transactions involving stocks, bonds, mutual funds, and options for a diverse client base.
* Analyzed and researched client inquiries, providing appropriate feedback including company policies and compliance requirements.
Associate 2005 - 2007
Franklin Templeton Investments, St. Petersburg, FL
* Successfully handled an average of 70 calls from registered advisors and investors daily consistently receiving the highest phone quality scores.
* Reviewed, prepared, input and verified client requests through multiple computer applications, while monitoring all time-sensitive monetary transactions.
* Discussed company fund information, market conditions and industry regulations with clients.
* Maintained a comprehensive operational understanding of the financial services industry.
Loan Officer 2005
Advanced Funding Real Estate Financing, Clearwater, FL
* Ranked number 1 out of 6 loan officers, within first 3 months individually produced 44% of the entire company revenue.
* Interviewed applicants to analyze financial status, credit history, and property value to determine feasibility of granting real estate financing.
* Arranged for appraisals of residential properties and title searches, obtaining necessary documents.
Financial Specialist 2004 - 2005
Collegiate Funding Services, St. Petersburg, FL
* Contacted an average of 100 prospective customers daily to sell Student Loan Consolidation Programs.
* Consistently met or exceeded monthly sales goals.
* Educated customers on the benefits of debt management through Student Loan Consolidation.
* Performed follow up on applications that were received from borrowers in accordance with company guidelines.
Customer Service Representative 2003 - 2004
Citigroup CitiCards, Tampa, FL
* Responded to and successfully resolved an average of 50 inquiries daily from credit card holders.
* Dispatched service providers to an average of 30 stranded motorists requiring assistance daily.
* Cross-sold/Up-sold additional Citicard products and services.
Civil Servant/Customer Service Department Supervisor 1986 - 2003
Hillsborough County Board of County Commissioners, Tampa, FL
* Supervised a team of five customer service employees in the configuration, delegation, and completion of service requests, work orders, and administration referrals.
* Project leader in the development and conceptual design of organizational leadership and motivational training material.
* Managed the generation and formatting of spreadsheets and organizational charts for collected data and required reports.
Education:
Bachelor of Science Degree, Finance with Minor in Economics
University of South Florida, St. Petersburg, FL
Associate of Arts Degree, St. Petersburg College, St. Petersburg, FL
Affiliations:
Member Phi Theta Kappa Honor Society
Skills:
FINRA/NASD/NASDAQ Registered Securities Representative (Series 7 & 63 Licensed) with background in Finance and Economics. Strengths include securities and currency trading, portfolio analysis, sales, and customer service. Excellent computer skills with the ability to train and support others in computer applications. A fast-learner, capable of making sound decisions through problem assessment and resolution. Adaptable individual eager to master new concepts and technological advancements while embracing changes and new challenges in the workplace and economy. Persuasive, self-assured and effective business communicator with excellent troubleshooting and technical skills.
Candidate Contact Information:
This candidate has chosen not to make contact information available on this page.
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