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Experienced Securities Licensed Banker in San Francisco Bay CA Resume Carmen Lopez

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Experienced Securities Licensed Banker in San Francisco Bay CA Resume Carmen Lopez Powered By Docstoc
					                              Carmen Lopez
           Walnut Creek, CA. • Home: 925-939-2427 • Cell: 925-457-3657
                             carmenlopez25@yahoo.com

                            Banking - Financial Services

                                 Professional Profile

Client Relationship Banker with extensive years of experience and considerable subject
matter expertise, which include in-dept banking, all facets of personal banking, and real
estate lending. Focused on building long term rapport with clients and achieving bottom
line results.

                            Summary of Qualifications
   Accomplished sales skills and in-depth knowledge of consumer and business
    lending.
   Managed individuals with assets from $250k to $3 million by identifying and
    recommending banking and lending solutions to meet needs and objectives.
   Advised credit and banking solutions to affluent clients.
   Reviewed all loan applications and instrumental in cross-selling opportunities to
    determine best loan for client’s needs.
   Strong business development and excellent interpersonal abilities.
   Grew book of business from $68 million to $148 million by focusing and deepening
    existing relationships and new prospecting developing new relationship for mass
    affluent clients.
   Earned World Class Client Service Award With Bank of America
   Achieved Top 10% Ranking Performance Nationwide Award

                          Relevant Skills and Experiences
   Comprehensive knowledge of banking regulations, bank products and services.
   Strong motivational and leadership skills; understands various phases of sales
    management (planning, goal setting and sells techniques).
   Provided credit and banking consultation to Financial Advisors (7), obtained new
    assets ($28 million), and loan growth ($30 million) by discovering new assets
    and transferring those assets to Merrill Lynch.
   Created and proactively assessed clients financials by compiling a needs assessment
    to determine current and future needs, increasing client’s knowledge base of
    financial needs and sold additional bank products.
   Optimizing sales opportunities to walk-ins and provided banking solutions and
    financial opportunities.
   Maintained customer service expectations to meet customer and banks goals and
    objectives.
   Managed resources effectively, effective prioritized responsibilities, and meets
    and exceeds project deadlines.
    .
                             Carmen Lopez
           Walnut Creek, CA. • Home: 925-939-2427 • Cell: 925-457-3657
                             carmenlopez25@yahoo.com


                             Professional Experience

Volunteer
East Bay Professional Experience Network, Oakland, CA           2011 – present

Vice President, Wealth Management Banker
Merrill Lynch, San Francisco, CA                                2009 – 2011

Vice President / Premier Client Manager
Bank of America, N. Contra Costa County, Walnut Creek, CA       2005 – 2009

Assistant Vice President, Senior Personal Banker
Bank of America, Walnut Creek, CA                               1997-2005

                                     Education
             Undergraduate, Canada College, Redwood City, CA (1 year)
       Medical Emergency Technician Certificate, Skyline College, San Bruno, CA

                                      Licenses
        Member, Nationwide Mortgage Licensing Systems & Registry (NMLS)
                   Licensed Notary Public by State of California
                     Licensed Investment Series (6, 7 and 63)

                       Ongoing Professional Development

Certificates of Completion

      Wealth Management Banking, San Francisco
      Deepening Affluent Relationships, San Francisco
      Mortgage Securities Lending, San Francisco, CA
      Premier Client Manager, Pasadena,
      Professional Training Workshops, East Bay Professional Experience Network,
       Oakland, CA

				
DOCUMENT INFO
Description: Carmen Lopez is a Client Relationship Banker with extensive years of experience and considerable subject matter expertise, which include in-dept banking, all facets of personal banking, and real estate lending.