Example Resume Profiles

John J Smith
[email protected]  
linkedin.com/in/jjsmith
+1 724-456-7890             

Professional Profile

Sales Professional, Financial Products, Team Manager
Solution Focused | Business Development | Credit Analyst

Talented, award-winning finance professional with 12 years of leadership experience, skilled in Consumer Lending, Mortgages, Banking, Credit Analysis, Sales, and Sales Management, Team Building. Proven experience with multiple banking, financial, and insurance products, management of private investment banking activities, and demonstrated performance as an account analyst. Proven problem-solving skills. Excellent communication skills. Highly effective team builder who enjoys coaching and mentoring. Experienced as point of contact with vendors, clients, stakeholders, 3rd parties, and all levels of management. Energetic about attention to detail. Thrives in competitive, fast-paced environments. 

Professional Experience

Preston Mazda – Cincinnatti, Ohio Jan 2023 – present

Finance and Insurance (F&I) Manager

Preston Mazda – Preston Auto Group offers a variety of new and certified pre-owned vehicles from a range of manufacturers – Mazda, BMW, Chrysler, Ford, General Motors, Honda, Hyundai, and Toyota.

Increased the dealership’s finance penetration through building strategic lender partnerships and customer education. Led and trained a team of F&I professionals, resulting in increased team efficiency and contract processing speed. Improved customer satisfaction scores by enhancing the financing process and offering personalized financing solutions.

 
Barclays Bankcard US  -Columbus, Ohio – Remote Mar 2022 – Dec 2022

Disputes Analyst

Barclays is one of the world’s largest and most respected financial institutions with 329 years of success, quality, and innovation-driven.

Managing a caseload of 100+ cases while maintaining goals and quality standards with regard to production, quality, and aging. Advocate for customers’ federally regulated consumer rights regarding billing error inquiries. Application of analytical skills and decision-making within the framework of Reg Z and Reg E, and association regulations applicable to MasterCard, Visa, and AMEX chargebacks.

 
Swickley Buick, Chevrolet, and GMC  – Columbus, Ohio Sep 2017 – Nov 2021
Sales and Leasing Consultant Swickley Chevrolet Buick GMC is the Mahoning Valley’s biggest General Motors dealership, with a history of nearly 100 years. Consistently recognized as a sales and marketing leader in the origination of new business relationships as well as retention of the existing business portfolio. GM Mark of Excellence 2019 Award. Monthly acknowledgment as “Top Five” contributor to the growth of additional lines of business including sales, leasing, and continual growth of the sales-lead pipeline. Continuously created superior customer engagement and results by using a consultative approach.

Preston Hyundai and Genesis – Boardman, OH         Jan 2015 – Sep 2017
Internet Sales Manager
Preston Hyundai / Boardman is a member of the Preston Family of dealerships in Western PA and Ohio. Preston is a leader in online auto sales.
Developed high-quality internet leads, which required excellent writing skills, technical expertise, and an organized approach to follow-up, as well as the ability to collaborate with salespeople while coordinating with vendors and various third parties.

BNY Mellon Wealth Management – Pittsburgh, PA Sep 2014 – Jan 2015 Private Banking Manager
Wealth Management offering the high-touch service of an investment boutique, backed by the power of a large, resource-rich global firm.
Private banking managers must be detail-oriented in order to ensure all tellers are balanced and have all proper documentation for signatures. Conducted daily logged system activities along with branch opening and closing activities. Process and follow thru of international wires. 
BNY Mellon Wealth Management – Pittsburgh, PA May 2013 – Sep 2014 US Investment Operations – Account Analyst
Effectively work with various internal functional teams and operational Centers-of-Excellence globally located in the Americas, EMEA, and India maximizing skills of both verbal and written communication to establish a history that various departments can utilize.
 

Maintain accounting records of mutual funds, separate accounts, and limited partnership entities. Perform actions relevant to custodian bank reconciliations, analysis (cash, asset, and market value), break assignment, resolution of reconciliation breaks, daily portfolio valuation processes, account-level pricing, net asset valuation calculations (NAV), monthly accounting close processes, cash management support, and ad hoc reporting.

 
American Motorcar Company – Wexford, PA Nov 2012 – May 2013

Finance and Leasing Consultant

Rahal is a leading Mercedes Benz dealership with multiple locations throughout Western Pennsylvania.
Specialized in structuring package finance consistent with client needs. Created strong relationships with the lending community in order to build and leverage in-depth knowledge of programs offered by multiple lenders (and vendors) in order to educate customers as to their options.

Consultative and active customer engagement translated to better program matching, higher sales volume, and higher quality business for our branch manager, banking partners, and lenders while complying with all federal, state, and corporate regulations  

PNC Bank – Pittsburgh, PA Dec 2010 – Oct 2012

Financial Sales Consultant
Assist clients in finding a product that would best fit their financial needs. Sold HELOC and HEIL loans when the situation presented itself. Participated in “Share of Wallet” referring clients to other departments of the bank. Arrange loan closings and ensure all paperwork was correctly entered.

Education

Slippery Rock University – Main Campus, Slippery Rock, PA
Bachelor’s Degree in finance

Competencies Index: Access Accounting Act Administration Anti Money Laundering Appraisals Assertiveness Assisting Bank Secrecy Act BSA Bureau Business Business Administration Development Business Plans Cash Flow Statements Career Development Cash Flow Coding Commercial Banking Commercial Credit Compliance Clients Communication Credit Bureau Credit Facilities Customer Service Data Reports Environmental Reports Dispute Excel Factual Financial Data Financial Analysis Data Financial Reports Financial Services Financial Statements Fiserv Flow Fraud HELOC HEIL Industry Information Information Judgment Laundering Lender Loan  Microsoft Word Money Monitoring Motivation Narrative New Relationships Operations Organizational Professionalism Personal Statements Portfolio Managers Presentation Projects Policies Procedures Reports Retrieve Returns Risk Secrecy Self Starter Service Delivery  Special Projects Statements Tax Tax Returns  Underwriting Workflow