AMY SMITH
123 Main Street • Atlanta, Georgia • 30339
Home: (555) 555-1234, Cell: (555) 555-1235
asmith@sample~resume.com
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FINANCE • BANKING • ACCOUNTING
Auditor / Branch Manager
Results-oriented professional, able to work independently or as part of a team. With diverse experience and proven accomplishments in developing corporate financial growth, stability, and performance. Skilled financial and audit analyst with strong organizational and communication abilities, and proven leadership qualities. Broad understanding of financial audit requirements and procedures at all levels of business including evaluating, analyzing, tracking and communicating financial data.
Accomplished and experienced in the following areas of finance-related competency:
Banking & Finance
e-Business Management
Supervision/Leadership
Project Management
Customer Service Relation
Communications
Branch Management
Teller Operation
Loan/Account Origination
Problem Solving
Continuing Education
Strategic Management
PROFESSIONAL EXPERIENCE
ABC BANK, Anytown, USA
2001 to Present Branch Senior Accountant / Auditor
Responsible for overseeing branch's financial activities, audit procedures including loan and credit syndication, review and approval. Identify prospective clients, develop and implement presentation of loan packages for clients. Originate and process consumer and mortgage loan applications. Wide-ranging knowledge of bank lending policies, practices compliance, and underwriting criteria. Familiar with processing collateral loans, unsecured personal loans, asset-based loans, and mortgage-based loans. Review and approve loan documentation including performing research and audit activities when necessary.
Regularly exceeds target quotas and standards by cross-selling and up-selling bank products and services.
Increased branch loan production volume.
Sold a variety of loans by pulling CBA, creating loan what-if analysis worksheets and making recommendations to lenders and borrowers.
Ensured that loan policies and procedures are observed and complied with in accordance with audit guidelines.
ABC BANK, Anytown, USA
1996 to 2001 Associate Auditor
Joined as entry level Customer Service Representative and promoted to current position after two years. Provides guidance and advice to clients in the selection of financial products to meet their financial planning and banking requirements. Create and process client accounts providing excellent customer service. Sell and refer bank products based on specific sales focus -Commerce Capital Markets, Auto Loans, Floor Stocking Lines of Credit, and Residential Mortgage. Initiated marketing and advertising opportunities adding value to new product initiatives. Tracked data and improved business operations accordingly.
Responsible for development of in-house loan inventory and tracking system, which improved customer service relations.
EDUCATION and TRAINING
University of Texas at San Antonio, TX
Graduated, 1996 Major in Finance and Accounting, Minor in Economics
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