career profile

 

innovative, solutions-focused professional with broad background in investment compliance, loan and mortgage processing, auditing, financial research and office administration. ~ dynamic planning, follow-through, and team leadership skills ~ offer broad knowledge of project oversight from conception to completion. ~ remain abreast of modern technologies and trends that offer an advantage in business development. ~ consistently recognized as a team player able to manage projects according to deadline and budget standards. technically proficient in microsoft word, excel, access, outlook, and powerpoint.

 

core competencies

         office administration

         standard operations procedures

         mortgages & loan           

         teaching / education

 

         risk management  

         financial institutions

         inventory control

         data management & entry

professional experience

 

risk management specialist, 07/2007 to 10/2007

alliance bernstein investment services (kelly services), san antonio, tx

         managed financial data to identify prospectus violations and to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.

         conducted quantitative analyses of information affecting investment programs of individuals.

         examined and evaluated financial and information systems, recommending controls to ensure system reliability and data integrity.

         evaluated and compared the relative quality of data entry functions and interpret data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences.

         presented reports on general economic trends, individual corporations, and internal policies.

 

bank fulfillment specialist, 04/2007 c 06/2007

usaa (kelly services), san antonio, tx

         assessed the integrity of automobile loan applications and purchase agreements.

         reduced disparities between submitted documents and established processing protocol.

         emphasized accuracy in auditing document contents and verifying compliance.

 

mailroom clerk, 2004 c 2005

qmedtrix systems, calabasas, ca

         prepared incoming and outgoing mail for distribution.

         utilized hand or mail handling machines to time stamp, open, read, sort, and route incoming mail; and address, seal, stamp, fold, stuff, and affix postage to outgoing mail or packages.

         started machines that automatically feed plates, stencils, or tapes through mechanisms, and observed machine operations in order to detect any malfunctions.

         verified that items are addressed correctly, marked with the proper postage, and in suitable condition.

         made travel arrangements on behalf of 6 employees.

 

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financial research specialist, 2003 c 2004

washington mutual (adecco), chatsworth, ca

         oversaw the processing and handling of financial records requested by way of subpoena.

         supported legal proceedings and courtroom activities by incorporating innovative software applications specifically used to track, identify, and select confidential documents.

         incorporated extensive research ability to find documents as prescribed by legal documents.

 

mortgage loan processor, 2003

countrywide (act-1), west hills, ca

         interviewed loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to other departments if need be.

         reviewed loan documents to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.

         assembled and compiled documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.

         contacted credit bureaus, employers, and other sources in order to check applicants' credit and personal references.

         prepared and typed loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.

 

office specialist, 2000 c 2002

city of santa barbara, santa barbara, ca

         reviewed dictated reports of police officers for completion and accuracy.

         managed records, disk storage and file management tasks.

         directed the professional development of new staff through one-on-one training.

 

additional part-time experience

 

substitute teacher, 12/2008 - present, comal independent school district, new braunfels, tx

cashier, 12/2007 - present, academy sports & outdoors, san antonio, tx

substitute teacher, 1998 - 2002, lompoc unified school district, lompoc, ca                  

 

military experience

 

united states army

-         electronic warfare signals intelligence analyst                                              

-         bridge crewmember                                                                                         

 

education

 

bachelor of arts c social science (emphasis in history and economics)                    1998

california state university-chico, chico, ca

 

awards & accolades

 

army achievement medal ~ army good conduct medal ~ national defense service medal

 

 

 

 

<date>

 

<<first name>> <<last name>>

<<title>>

<<company>>

<<street address, suite #>>

<<city, state zip code>>

 

dear <<courtesy>> <<last name>>,

 

my 10+ years of experience leads me to believe that i should become a successful addition to <<company>> as a <<position>>. as you review my career history as demonstrated in the attached r sum , you are sure to see my familiarity with several aspects of investment compliance, loan and mortgage processing, auditing, financial research and office administration. professionalism and tact effectively combine with my education and expertise to produce a strong administrative/financial support professional that delivers undeniable results.

 

the ability to communicate effectively both orally and in writing within an office environment is strengthened by the use of pcs and relevant software. i correctly compile and maintain confidential information and records. i exercise initiative and work independently, applying sound judgment, discretion and establish priorities accordingly. within my industry, my success derives from the consistency of creating lasting relationships with people from diverse cultures and professional backgrounds. past projects under my management exemplify a high degree of character, integrity alongside shrewd business acumen. even when collaborating with other professionals my goal is always to achieve maximum motivation, teamwork, and efficacy.

 

the duties i have carried out have ranged from the mundane to the complex, interrelated, and interdependent nature, where unknowns and numerous contingency factors were involved. with this experience, i formulated policies and procedures relevant to daily operational and special organizational programs based on information of a conceptual nature from varied and complex sources. vast knowledge of the principles and techniques of fiscal management, including organization, planning, and reporting finances.

 

my aptitude for evaluating complex problems and reviewing related information to develop viable solutions would be of great use to your organization. let s discuss how my skills can help in meeting the goals and objective of your organization. until then, should you have any additional questions feel free to contact me at your convenience.

 

sincerely,

 

 

 

 

yyyyyy x. yyyyyy

enclosure