jessica claire montgomery street san francisco ca 94105 555 4321000 resumesampleexamplecom professional summary finance business professional 15 years lending management experience cando attitude accustomed meeting urgent deadlines managing multiple projects keeping team task maintaining proven track record meeting exceeding expectations known creating department focused generating business securing finance option loans private money small business owners skills 15 years management experience experienced lender small business private money mortgage lending revenue focused leadership strong analytical background kpi management waterfall market data forecasting sales operations underwriting accounting proficient microsoft word excel including pivot tables power point salesforce act quickbooks catyx du aus underwriting work history loan syndication finance operations manager 2008 current fowardline financial city well developed analytical skillset riskassessment communication negotiation quantitative skills detail oriented high sense urgency business professional accustomed working fastpaced environment american school mortgage banking conventional underwriting completed top 10 class employee recognition awarded hero award 2016 developed managed execution syndication department inception thriving revenue generating department exceeding volumerevenue annual expectations small business loans averaging 22 million volume2 million revenue collaborate closely clevel executive team marketing strategically implementing operational procedural improvements companys rapid growth period serve intricate part management team directly overseeing syndication support team syndication sales team responsible syndications pipeline management holding accountable motivating team 2025 inside sales reps reporting kpi employee management waterfall reporting salesforce reports reports supporting board directors requests information used assist forecasting revenueunit goal setting syndication department relationship management directly manage portfolio corporate client relationships aggressively seeking approval submitted small business loans crossselling services serving head point contact syndication department hands preunderwriting process credit analysis personal business credit reviewing file determine best funding partner based guidelines criteria pricing potential funding amount maximizing per deal profit special projects include underwriting process improvement proactively streamlined prequalification process procedures within merchant processing contributing improving boarding process accounting managed migration quickbooks enterprise client loan ledger companys new software implemented new efficient funding procedures accounting department collaborate effectively c team implementationintegration new automation system used improve overall speed market capability supporting sales sales operations increasing funding unit capability loan manager 022005 112008 sun quest loans city prospected new existing customers heavy inbound outbound telemarketing built relationships educated consumers cross sold various products offered preunderwrote files carefully reviewing analyzing file prior submittal corresponded daily team processors underwriting management upper management high sense urgency prevent delay loan process within lock expiration time frame managing senior 062002 022005 countrywide financial inc city surpassed multibillion dollar goal constant motivation training 20 employees anchored team providing leadership support accounts utilizing strong knowledge mortgage underwriting guidelines one one employee management meetings designed build strengths increase awareness areas opportunity report generation active collaboration upper management team education bachelor science business marketing arizona state university arizona certifications