Resume Templates: Executive Financial Planner


444 Avenue, Apt 210, Los Angeles, CA 99999 Cell: (555) 555-5555

Accomplished and visionary financial executive with demonstrated ability to deliver mission-critical results. Solid experience leading in all facets of banking and investments. Driven to cut company costs and boost corporate revenue through innovative management techniques. Successful in building and motivating dynamic teams. Cultivate a company culture in which staff members feel comfortable voicing questions and concerns, as well as contributing new ideas that drive company growth. Seeking a high-level position in a professional corporate environment.

Leadership/communication skills Business operations organization Project management Client account management


Business performance improvement Strategic and financial planning expert Negotiations expert Fluent in Spanish

Collected $3.7M in problem loans that regulatory agencies were prepared to write off. Implemented novel best practices to cure deficiencies in credit and collateral exceptions. Oversaw litigation and bankruptcy cases; managed to successful conclusion.

D’HANIS STATE BANK Hondo, Texas 01/2012 to Current SENIOR VICE PRESIDENT/SENIOR LOAN OFFICER Champion team dedicated to restoring safety, soundness, and profitability of under-performing bank. Manage commercial and consumer loan portfolio, problem loan management, foreclosure administration, Other Real Estate Owned (OREO) assets, bankruptcy cases, credit and collateral review, and lending compliance. Successfully lead key projects which result in corporate revenue growth. EDWARD JONES INVESTMENTS Mission, Texas 01/2007 to 01/2011 FINANCIAL ADVISOR Established successful practice as investment advisor, cultivating client relationships and recommending solutions to client short- and long-term personal and business goals. Properly managed accounts and delivered monthly, quarterly, and annual reports. INTER NATIONAL BANK McAllen, Texas 01/2004 to 01/2007 EXECUTIVE VICE PRESIDENT, COMMERCIAL LENDING Spearheaded management and administrative oversight to three Mission Branch Banking Centers offering new accounts, banking services, business development, and lending operations. Coached and mentored three lending officers and 21 employees, with general oversight of loan and deposit relationship development and management. Adhered to all federal and state compliance guidelines relative to retail mortgage lending.