Resume Templates: Financial Services Executive


1234 Street, Los Angeles, CA 99999 Cell: 012-345-6789 –

Executive Profile
Visionary and results-driven financial services executive offering distinguished career in creating products for consumer lending and sales. Consistent contributions in providing members with leading-edge programs compliant with all regulations that enable clients to reach their financial goals. Well-versed in all aspects of operations, including strategic planning, risk assessment, risk improvement, business processes and project management. Highly adept at building and retaining high performance teams by hiring, developing and motivating skilled professionals. Act as a change agent for a more robust organizational culture.

Sales Management: Augmented sales by 27% and loan production from $51M to $87M by restructuring sales operations. Captured 35% market share with new product quickly brought to market. Bolstered sales activities by 40% by successfully managing a new acquisition. Launched $1M branch through build-up and recruitment to reach 75% assets to loans in 2014. Operations Management: Spearheaded a complete revamp of procedural guidelines, garnering top tier CAMELS ratings for all business units under Financial Services. Led cross-functional teams to achieve aggressive business goals related to service levels, boosting Net Promoter Score from 85% to 91% with substantial incentive payouts for staff organization-wide. Deployed new growth opportunities through market analysis and product and brand development, including First Time Home Buyer Program and First Responder Loan Program. Program Development: Conceptualized, created and implemented forward-thinking projects, programs and processes to achieve continued key growth and profitability. Pioneered a cultural and organizational change by launching a 360 degree program. Championed system design and implementation project of a CRM system to enhance sale activities and operational efficiencies. Staff Development: Performed quality staff recruitment, upholding diversity and turnover of less than 12%. Mentored and coached employees resulting in a 32% increase in productivity. Promoted 5 internal professionals to management or VP level by executing a career path program.