Supported 2Star Army General amidst home maintenance and care of four young men
Overview
12
12
years of professional experience
Work History
CONSUMER BANKER
JPMORGAN CHASE BANK
Houston, Texas
10.2003 - 04.2007
Opened new checking and/or savings accounts
Prospected for financial investment opportunities
Created loans for home, small business, and home equity
FINANCIAL REPRESENTATIVE
NORTHWESTERN MUTUAL
Houston, Texas
07.2002 - 10.2003
Responsible for providing solutions to enable clients to achieve financial security including:
Meeting with clients on a consistent, on-going basis to review portfolio
Analyzing and developing various financial options for prospective clients
Building portfolio utilizing life insurance, mutual funds, long-term disability, LTC
SENIOR ACCOUNTING OFFICER
TORONTO DOMINION BANK
Houston, Texas
04.1998 - 04.2002
Provided financial statements monthly and quarterly
Analyzed results of monthly operating reports
Utilized IDAPS general ledger system to produce financial statements
FUNDING OFFICER
TORONTO DOMINION BANK
Houston, Texas
07.1997 - 04.1998
Managed US/foreign currency process for Houston office
Enabled cost effective funds to be raised for the portfolio
Monitored intercompany lending/borrowing limits
LOAN ACCOUNTING OFFICER
TORONTO DOMINION BANK
Houston, Texas
02.1997 - 07.1997
Responsibilities included administration of all corporate lending activities for a portfolio of 90 accounts which consisted of wire transfers; booking loans; amending existing loans; billing and collection of principal, interest, and fee payments in addition to application of the payments to an automated loan system.
FACILITIES OFFICER
TORONTO DOMINION BANK
Houston, Texas
12.1994 - 02.1997
Responsibilities included but not limited to configuring and upgrading personal computers for 60+ employees, supporting LAN system for Houston office, and troubleshooting computer malfunctions for 60+ users.