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Loan Officer Sample Resume Format in Word Free Download
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Kylie
Bates
309 Spruce (406)491-9876
Anaconda, MT 59001 kylie.bates@gmail.com
Financial
Professional with Scientific Background
PROFILE A
seasoned financial professional and effective leader with a proven ability to increase
sales and profits:
·
11 years
of successful sales experience, 23 years of leadership experience
·
Conducted
numerous technical and sales presentations
·
BS in
Chemistry with experience in biological interactions with transition metals
·
MBA
with emphasis in Finance
EXPERIENCE
Loan Officer / Consumer Banker Wells
Fargo Bank, NA
The number 1 real estate lender and the largest US bank
based on number of stores with 1.2 Trillion USD in assets. Wells Fargo Bank
employs 278,000 in 39 states and DC.
Arrange
meetings with new and established consumer clients and key individuals of small
business (less than 20 Million USD in annual revenue) to evaluate current and
future needs for financial services, with the purpose of increasing current
product coverage for the client. Generate referrals and lead sources to
increase client base and total sales.
Key Achievements
·
Frequently
earned recognition for top sales performance across the state
·
Rapidly
advanced and promoted to District Insurance and Ancillary Products captain
·
Closed
approximately 50% of all deals with state leading cross-sales results
Internet Sales Manager MH
Ford Inc, DBA Brooks Hanna Ford
Convert internet sales leads into viable sales opportunities.
Meet with walk in traffic and determined the vehicle that meets the client’s and
establish financing when required. Ensured exported vehicles met both US and
Canadian requirements for cross border sales.
Key Achievements
·
Achieved
the top sales for the dealership 3 months in the first 8 months of 2008
·
Implemented
a CRM system for the sales leads generated by the dealership’s website
·
Established
a program allowing the dealership to export to Canadian customers
Financial Officer American
Legion Post #1
In
charge of the financial operation of the oldest American Legion post in the state
of Montana with 1000 members and a $50,000 annual budget.
Key Achievements
·
Designed
and implemented a complete NPO accounting system replacing the existing single
entry system
·
Oversaw
the incorporation of the post into a mutual benefit non-profit incorporation
·
Increased
reserves held by 250%
One of
the country’s most experienced electronics retailers and operates over 6500
stores nationwide.
Key Achievements
·
Turned
around a failing retail store increasing sales by 175% in 5 years
·
Increased
NPBT of the store from -15% of sales to 12% of sales
·
Developed
and implemented several merchandising innovations that were integrated
nationally
EDUCATION
MBA with emphasis in Finance, Keller Graduate School of
Management of DeVry University, Sigma Beta Delta
BS in Chemistry with Honors, Montana Tech of the University
of Montana, Butte MT.
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