Resume Examples |
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Alex Forman 25 Pearl Ave. Palm Beach, FL 97654 (321) 478-9012 | |
| Objective | |
| Responsible position as Bank Manager | |
| Professional Profile | |
| Experienced executive with a small business lending background in finance and small-banking operations. Consistently achieve positive results in an rapidly changing banking environment. Consistent track record of generating new business opportunities, retaining existing clients, and consistently exceeding corporate goals. Demonstrated ability to lead teams through company downsizing and transitions. Mentoring management style. Computer literate. Proficient in all Microsoft Office applications. | |
| Accomplishments | |
| • | Project Manager. Responsible for converting 3000 accountss from Gero Credit Union to First Bank of America. Set-up operational procedures for conversions. Met with each customer for manual account conversion. |
| • | Business Banking Group. Targeted small business with less than $4M in revenue and credit needs of lessthan $300,000. Worked directly with smaller banking centers for leads and opportunities. Responsible for training customer service reps on new business products. |
| Employment History | |
First Bank of America | 2000 - Present |
| Relationship Manager | |
| Managed a portfolio of over 100 customers with borrowing and non-borrowing relationships. Handled over $5M in annual revenues, credit lines of $2M in loans and lines, $10M in real estate and $2M in deposits. | |
Gero Credit Union | 1994 - 2000 |
| Small Business Lending/Business Market Executive | |
| Underwrote loans for Palm Beach Branch. Supervised daily office procedures. | |
Gero Credit Union | 1989 - 1994 |
| Business Services Divisional Assistant | |
| Serviced Business Banking customers for Commercial Banking group. Set-up of cash management products (lock box), problem solving loan documentation, and wire transfer set up. | |
Gero Credit Union, Miami, FL | 1986 - 1989 |
| Teller, Personal Banker, Commercial Loan Assistant | |
| Related Training/Affiliations | |
Graduated from commercial credit training workshop | 1998 |
| Education | |
University of Washington, Seattle, WA | 1985 |
| Bachelor of Business Administration | |
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