Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

David Sells

Summary

Seeking a leadership support role in Lending, Operations, Finance, Service and/or Administration. Experience with 'Encompass,' 'Abrigo,' and 'nCino/Salesforce' Bank Operating Systems. Proven Lending, Operations, Financial, Service and Administration specialist. Experience strengthening corporate performance through initiative-taking orchestration of internal controls, process improvement, needs analysis and effective troubleshooting. Skilled in analyzing, devising, and executing cost saving initiatives through leading cross-functional teams. Reputation for building trust, client relationships, and exceeding customer expectations. Strong oral/written communications and solutions leading to bottom-line increases.

Overview

24
24
years of professional experience

Work History

Assistant Branch Manager

Mariner Finance
01.2020
  • Managed six staff members to develop personal loan volume in a fast-paced high-pressure branch environment
  • Interviewed new and existing customers regarding current and future funding needs
  • Due to Covid-19, division experienced substantial percentage of employee position cuts.

Distribution Specialist

Prometric, Inc.
01.2023 - Current
  • Day-to-day administration of career exam certification programs for exam candidates at global exam testing centers from the corporate headquarters in White Marsh, MD
  • Active with global exam administration project management teams; subject matter expert using 'Salesforce.' Includes domestic and international shipping and receiving of exam testing materials, answer booklets printing, and testing center fulfillment requests
  • Sole administrator of scanning and scoring completed candidate exam scantron sheets administered globally.

Mortgage Loan Processor

Robert Half International
01.2020 - 01.2023
  • Supported Mortgage Loan Officers with collecting application documents for underwriting using 'Encompass.'

Staff Accountant

Robert Half International
01.2020 - 01.2023
  • SBA Loan Forgiveness Application Processor with Approval Authority, Payment Protection Program (Remote)
  • Forgiveness phase of PPP loan processing
  • Underwriting analysis utilizing 'Sageworks by Abrigo' platform
  • Review loan information, validate the required information on the loan application matches the supporting documentation provided by the realtor and applicant
  • Review business tax returns, bank statements, payroll reports, employee health and retirement contributions.

Branch Manager / Loan Officer

Members First of Maryland Federal Credit Union
01.2018 - 01.2020
  • Supervised five staff members and provided training in various credit union policies and procedures
  • Managed and made decision on all loan applications from our credit union members
  • Utilized CUNA Mutual Group's 'Loanliner' database and Excel to daily track, analyze, manage and report actual month to date loan volume statistics versus daily/monthly goals to employees
  • Utilized 'Loanliner' database and Excel spreadsheets to personally prepare and present month-end actual loan activity reports to the Board of Directors meetings, as required by the National Credit Union Administration
  • Collaborated with members to provide loans, credit cards, new accounts, account problem solving
  • Oversaw daily cash management including ATM settlement, replenishment, and main cash vault balancing
  • Developed relationships and indirect loan volume with local auto dealerships.

Accounts Payable Clerk

Baltimore County Public Schools
01.2017 - 01.2018
  • Verified invoices, vouchers and employee expense reimbursement requests for proper documentation, account coding/error resolution for public school administrators and teachers.

Business Operations Manager

Greater Baltimore Board of Realtors Federal Credit Union
01.2014 - 01.2017
  • Managed the National Credit Union Association's (NCUA) federally mandated merger and seamless transfer of the entire customer database to the acquiring Credit Union's database
  • Promptly learned proprietary Financial Management Software; created all daily general ledger entries, A/P, bank reconciliation, monthly Balance Sheets, Income Statements, and Quarterly Call Reports
  • Personally, managed all accounts payable accounting functions, vendor payment inquiries, problems, and collections
  • Posted adjustment journal entries and issued checks
  • Stabilized financial operations, customer deposits, confidence, and retention throughout the merger process.

Client / Panel Relations Specialist

Nielsen Audio/Arbitron Inc
01.2006 - 01.2014
  • Guided and facilitated client training and compliance, responding to all research and compliance inquiries
  • Performed assessment interviews and advice with over one hundred households nationwide daily
  • Worked independently in a fast paced and high-volume environment with emphasis on accuracy and timeliness
  • Analyzed statistical data, graphs, and multiple online data management systems to verify technical equipment was functioning properly
  • Diagnosed equipment problems and guided household members on problem resolutions.

Plant Accounting Manager and Operations Manager

The Sherwin-Williams Company / Duron Paint
01.2001 - 01.2005
  • Supported payroll functions for 235 retail stores with a $26M annual payroll: slashed annual payroll expenses by $250K
  • Controlled payroll expense by utilizing daily Sales and Timesheet activity database and Excel to track, analyze, manage and report actual day-to-day employee hours worked versus daily sales for 235 stores
  • Pioneered a tracking tool that monitored hourly store sales and created staffing schedules accordingly
  • Supervised migration of accounting systems from Duron Paint post-acquisition by Sherwin-Williams.

Education

Master of Business Administration - Management

Loyola University
Baltimore, MD

Bachelor of Science - Business Administration

Towson University
Baltimore, MD

Skills

  • Administration and Operations Management
  • Commercial & Community Banking
  • Loan Processing and Underwriting
  • Client Relationships
  • Recruiting and Development
  • Team Leadership/Training
  • Streamlining Operations
  • Policy Development
  • Compliance Adherence
  • Accounts Payable
  • Expense Control
  • Retail Inventory Control
  • Project Management
  • Data Mining
  • Microsoft Office
  • Excel
  • QuickBooks

Accomplishments

  • Selected to orchestrate a mandatory merger of the Greater Baltimore Federal Credit Union with the State Department Federal Credit Union with assets of $7M and $1.6B respectively. Successfully completed all aspects of the process within established federal time limits.
  • Directed the conversion of a $15M mutual savings bank to a capital stock savings bank.
  • Monitored for Nielsen / Arbitron the daily activities of over one hundred pre-selected households using new data mining technology. Data captured for nationwide Radio and TV consumer research advertising collateral.
  • Supervised migration of accounting systems and standards from Duron Paint & Wallcoverings post-acquisition. Collaborated with team to reduce retail store payroll expense by $250,000.
  • Reduced merchandise inventory loss expense by $1.2M over five years for Nordstrom Inc.
  • Selected to relocate from Baltimore, MD to set up Nordstrom's credit card operations in Scottsdale, AZ, after its corporate move from Denver, CO.
  • Initiated a tracking tool to monitor hourly retail sales; developed staffing schedules to match peak sales periods.

Timeline

Distribution Specialist

Prometric, Inc.
01.2023 - Current

Assistant Branch Manager

Mariner Finance
01.2020

Mortgage Loan Processor

Robert Half International
01.2020 - 01.2023

Staff Accountant

Robert Half International
01.2020 - 01.2023

Branch Manager / Loan Officer

Members First of Maryland Federal Credit Union
01.2018 - 01.2020

Accounts Payable Clerk

Baltimore County Public Schools
01.2017 - 01.2018

Business Operations Manager

Greater Baltimore Board of Realtors Federal Credit Union
01.2014 - 01.2017

Client / Panel Relations Specialist

Nielsen Audio/Arbitron Inc
01.2006 - 01.2014

Plant Accounting Manager and Operations Manager

The Sherwin-Williams Company / Duron Paint
01.2001 - 01.2005

Master of Business Administration - Management

Loyola University

Bachelor of Science - Business Administration

Towson University
David Sells