|
|
|
|
Experienced Accounts Executive Resume
|
| Desired Industry: Finance/Investment |
SpiderID: 20769 |
| Desired Job Location: Boston, Massachusetts |
Date Posted: 4/25/2008 |
| Type of Position: Full-Time Permanent |
Availability Date: 05-31-2008 |
| Desired Wage: 60,000.00 |
|
|
U.S. Work Authorization: Yes |
| Job Level: Management (Manager, Director) |
Willing to Travel: |
| Highest Degree Attained: Bachelors |
Willing to Relocate: Yes |
Objective:
My continuous work experience and training within business and finance amounts to almost fifteen years, in positions of progressively increasing responsibility and sophistication, characterized by the theoretical and practical application of specialized knowledge under superiors and together with peers. Baccalaureate-level training in business and finance has developed my highly adaptable and professional aptitude and encouraged a positive and ambitious attitude. I am instinctively organized and methodical and I have developed an exceptional level of communication skills due to the diversity of the appointments I have undertaken. I hope to attain an appointment in which I can utilize and apply my skills, to be challenged yet encouraged to exceed expectations and jointly realize a mutually limitless potential.
Experience:
Northern Mortgage Services, LLC ~ Sep 2007 to Present
Southborough, Massachusetts, 01772
Mortgage Consultant
As a mortgage consultant I am responsible for loan origination for residential, commercial and investment mortgages acquired through various sources including realtors, financial professionals, client referrals and other marketing strategies. I maintain the continual production of high quality loans, which meet all state financial lending guidelines, for FHA, VA, Freddie Mac, Fannie Mae and Reverse Mortgage products, whilst providing a superior customer service. The analysis and interpretation of property market behaviours and other financial reporting materials concerning rates and investment trends in order to provide comprehensive credit enhancement and accurate counsel on growth opportunities. I provide advice and assistance on credit or budget issues and qualify clients for home ownership based on their unique financial and personal circumstances. I proffer assistance and support for clients throughout the investment process continually, including liaising with the underwriting and legal authorities on their behalf and collating all necessary documentation for successful qualification and closing.
________________________________________
HSBC (Hong Kong & Shanghai Banking Corporation) ~ May 2005 to Sep 2007
Plymouth, Devon, United Kingdom
Premier Mortgage Arrangement
The management of mortgage and loan services covering retail, premier and commercial client bases. The coordination of internal mortgage service personnel and arrangements of property valuation including all follow up communications. Identify and review marketing strategies, in addition to a range of direct customer service, cross sales opportunities and product promotion.
___________________________________
Royal Bank of Scotland ~ July 2004 to May 2005
Plymouth, Devon, United Kingdom
Personal Lending Advisor
The arrangement of a variety of financial products including further advance loans, retail and commercial mortgages. Identifying sales opportunities and reviewing marketing strategies.
Regularly communicating with new and existing customers to review and discuss financial situations and the products available to them.
________________________________________
Welcome Financial Institute ~ Jan 2003 to July 2004
Plympton, Devon, United Kingdom
Accounts Manager
Account management, including related sales and marketing activities, and the development of debt management strategies. The development of productive communications with clients facing difficult financial circumstances, in order to create, and apply, effective, long term debt solutions.
________________________________________
JPE Services ~ Sep 2000 to Dec 2002
Wallington, Surrey, United Kingdom
Assistant Accountant
To assist the lead accountant with the management and preparation of client tax returns and account reconciliation for end of financial year. The accurate execution and the maintenance of both the purchase and sales ledgers, and actively participating in the annual company audit.
________________________________________
Crown Agents Financial Services ~ July 1998 to Sep 2000
Sutton, Surrey, United Kingdom
Accounts Executive
An accounts executive acquiescing procurement to developing countries and aid projects for areas affected by natural disaster and the management of overseas Government accounts. The management of overseas development projects which included foreign exchange and currency invoicing, and the reconciliation of internal and external accounts. Also responsible for the accurate arrangement and coordination of conferences between overseas embassies and Government officials requiring skilled and effective communication with individuals from immensely differing cultures and a variety of challenging circumstances.
________________________________________
Bankers Trust ~ Mar 1997 to July 1998
London & Luxembourg
Common Depository-International Banking
As a Common Depository for international banking in both London and Luxembourg, I would be responsible for administering new medium term notes and Eurobond accounts, including such related duties as calculating interest rates, managing and coordinating the delivery of bonds, arrangement of dividend and foreign currency payments, liaise with local and overseas personnel to generate effective foreign transactions, and the precise auditing of the vault.
________________________________________
Lloyds TSB ~ Sep 1993 to March 1997
Clapham Common, London, United Kingdom
Customer Service Officer
In the role of customer service officer, I would be responsible for new and existing account processing, the arrangement and coordination of customers financial reviews, identifying cross-selling opportunities and ascertaining marketing opportunities, and making arrangement for referral with relevant personnel or department.
________________________________________
Education:
Accreditations & Achievements
________________________________________
Bachelor of Business Administration Degree
Concentration in Finance (equivalent),
AACSB (Association of Advance Collegiate Schools of Business
National Diploma in Business & Finance
BTEC (Business & Technicians Education Council)
HSBC: MA Accreditations
Flexilife Examinations
MA Competency Examinations
Regulated Insurance Examinations
Reference:
Upon Request
Candidate Contact Information:
This candidate has chosen not to make contact information available on this page.
Click "Contact Candidate" to send this candidate a response. |
|
|
|
|
|