8459 Lanier Overlook Ct
Bristow, VA 20136
MIMI D. WILSON
To obtain a challenging project scheduler/analyst position with a reputed organization to utilize
my skills, knowledge, and drive to benefit the company.
Consistent achievements in areas of business and financial administration with excellent
analytical skills, communication and interpersonal skills, organization skills, multi-tasking ability,
other Competencies include:
Marketing and Business Development
Excellent Client Relations
Excellent Leadership Skills
Excellent Technical Knowledge
PNC Bank, Bristow, VA, PNC Investments, Bristow, VA (2008-2009)
Licensed Financial Sales Consultant
Assigned as team leader to increase branch’s investment numbers through proper use of
the customer needs assessment, efficient financial analysis to provide client solutions,
and management of team pipeline.
Manage the education of branch staff as it relates to investment knowledge and talking
Increase company and brand exposure through networking efforts within the community
and surrounding businesses.
Nominated by management to participate in the PNC Employee Development program
aimed to coach talented employees to reach higher positions and career goals within the
Wachovia Bank, Manassas, VA, Wachovia Securities, Manassas, VA (2007-2008)
Licensed Financial Specialist
Provided personal and small business clients with comprehensive financial services by
evaluating and identifying potential and hidden opportunities.
Managed a variety of client accounts through lending, deposit, investment, and savings
processes, and generating exceptional results.
Utilized strategic sales and service processes to acquire business based on specific target
Established productive working partnerships with Small Business Banker, Mortgage
Consultant, and Investment Adviser.
Coached tellers to manage goals and results with proper sales techniques.
First Heritage Mortgage, LLC, Fairfax, VA (2005-2007)
Mortgage Loan Officer
Utilized analytical skills to provide client solutions from a wide variety of mortgage
investors which includes Countrywide, Wells Fargo, CitiMortgage, Washington Mutual,
BB&T, United One, etc.
Maintained consistent production by rapidly adapting to changes in the real estate market
and growing investor restrictions in the lending industry.
Managed a growing database to increase production through current, old, and prospective
clients by implementing a strict and aggressive marketing plan.
Cultivated new and existing client and agent relationships by building first-rate service
and business relationships.
Loan Assistant /Team Marketing Manager (2005-2006)
Managed all marketing endeavors to attract new, referral, and repeat business.
Interacted daily with a variety of clients, vendors, investors, and team members to
successfully carry out production goals.
Assisted in the total year end production of over $130 million in 2005, surpassing number
of production by implementing aggressive sales penetration plans that included consistent
follow up calls, comprehensive product descriptions, and in office pre-qualifications.
Career Management Corporate Search, LLC, McLean, VA (2001-2004)
Assisted CFO with all areas of accounting and finance, specifically cash flow.
Managed Accounts Receivable, Accounts Payable, and Employee Insurance Policies.
Calculated Employee Commission Structure and Payroll.
Facilitated and planned company meetings, trips, and networking events.
Recruited for various positions including administrative assistance and accounting
Documented all accounting and operational procedures.
Daily interactions with clients regarding accounts billings and payments.
Daily interactions with candidates and temporary employees.
George Mason University, Fairfax, Virginia (Anticipated graduation - 12/2011)
B.A. Degree in Organizational Administration
Minor in Business Administration
Honors: Dean’s List
NASD Securities License
Series 6 License: Investment Company Products/Variable Contracts/Limited
Series 63 License: Uniform Securities Agent State Law
Series 65 License: Uniform Investment Adviser Law
Microsoft Windows XP/Vista/Windows 7, Word, Excel, Access, PowerPoint, and
U.S. Citizen; Fluent in both English and Vietnamese