123 Elm Street 718-555-5555 Home
Brooklyn, NY 11207 718-444-4444 Cell
SENIOR FINANCE / BANKING EXECUTIVE
Senior executive with a documented track record of superior portfolio performance and efficiency management.
Versed in strategic business development, utilizing broad contact base developed with dynamic networking
skills. Profit-driven sales and marketing professional with exemplary retail product cross-selling capabilities.
Market-focused; stays in tune with the ever changing industry trends. Member and former President of the
Lewis County Chamber of Commerce. Proficient in MS Office and many loan writing software packages.
KEY ADVANTAGES INCLUDE:
Statement Analysis Retail Product Development Strategic Planning
Cross-Selling Market Analysis Credit Analysis
Underwriting Business Prospecting Marketing Campaigns
Team Training Public Relations Customer Service
Removed defects in the loan approval process and accelerated the response to prospective clients.
Efforts accelerated the loan approval process, reducing turnaround time down to one or two days,
depending on the circumstances of the loan package.
Eliminated deficiencies in the credit analysis process by developing three formats for the Credit
Implemented Moody’s Financial Analyst software to better access financial information for existing
and prospective customers.
Directed the implementation of an effective tracking system, enabling the ability to monitor loan items
such as financial information, collateral documents, and covenants.
ABC South Bank – Brooklyn, NY
Branch Vice President / Bank Manager / Lending Officer, 20xx – 20xx
Oversaw general operations and drove the consistent profitability of two branch locations for a community
banking entity with $346 million in assets. Managed a team of 15 employees. Served as the primary lending
officer for commercial, real estate, construction, and consumer loan products. Prospected new business in the
community; contacted area realtors, attorneys, and CPAs for leads and referrals. Marketed and cross-sold a
variety of banking products to customers. Worked with clients to resolve account issues. Ensured positive public
relations with community members.
Maintained a quality loan portfolio with average past dues of less than .75% of outstanding loans.
Achieved a low loan loss of less than .1% of outstanding loan portfolio.
Page 2 of 2 email@example.com 718-444-4444 Cell
PROFESSIONAL EXPERIENCE CONTINUED:
BCD County Bank – Brooklyn, NY
Executive Vice President, 20xx – 20xx
Created operational policies and guidelines for a financial institution with $43 million in assets. Managed all
facets of operations and planned / implemented budgets. Acted as the primary lending officer and cross-sold
products to maximize profitability. Ensured compliance with regulatory statutes. Provided effective sales
leadership to achieve profitable expansion of retail services. Designed marketing strategies and continually
researched the competition’s product / service mix to ensure competitiveness. Developed branch-wide short
term and long range sales goals; tracked sales performance and business development. Conducted employee
Created numerous marketing strategies and product specials that spurred record loan and deposit growth.
Researched and integrated a new loan and deposit document writing software package that simplified
processing and significantly increased efficiency.
Served as a member of the institution’s Board of Directors.
CDE National Bank – Brooklyn, NY
Assistant Vice President, Loan Underwriting, 20xx – 20xx
Supported the executive team and ensured due diligence requirements were stringently followed within the Loan
Underwriting Division. Underwrote and analyzed a variety of credit facilities including real estate, asset-based,
construction, and commercial loans. Prepared and presented loan packages for approval. Reviewed legal
documentation and coordinated loan closings with the Loan Administration Department and bank attorneys.
EDUCATION & TRAINING
Bachelor of Science – Business Administration / Finance
XYZ University, Brooklyn, NY, 20xx
Credit Analysis School, Bank Analysis School, Zenger Miller Frontline Leadership
Commercebank N.A., Brooklyn, NY
Analyzing Financial Statements, Letters of Credit, Secured Loan Documentation
American Institute of Banking, Brooklyn, NY
Analyzing Personal Financial Statements and Tax Returns, Commercial Lending, Cash Flow
Robert Morris Association, Brooklyn, NY