Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

DUNYA ALAASEMI

Manassas,VA

Summary

Ambitious financial professional with superior analytical and problem solving skills. Driven Financial Professional  with expertise in financial management, auditing, expense reporting and budget creation. Desires a senior-level analyst role.

Overview

9
9
years of professional experience

Work History

COMMERCIAL PORTFOLIO SPECIALIST

SunTrust Bank
Vienna, Virginia
05.2012 - 05.2017
  • Overseeing daily operations, sales metrics, and ultimately driving the success of the branch.
  • Continuous focus on growing commercial underwriting knowledge, staying current with industry and market trends and improving processes.
  • Extensive knowledge of MS Office Suite, QuickBooks, TurboTax, salesforce Moody's Risk Rating and nCino.
  • Superb ability to forge relationships with internal and external clients to gather detailed financial data to facilitate project completion and financial reporting.
  • Possess extensive knowledge of GAAP guidelines (For Profit and Not-For Profit), Sarbanes Oxley (SOX) regulations and OFAC.
  • Uses advanced knowledge and skill level to conduct consultative conversations to assist clients with financial needs.
  • Recommends and fulfills personalized financial solutions to clients.
  • Refers clients to other line of business partners for additional business growth opportunities.
  • Developed forecasting tools and dashboards to analyze revenue variance, business pipeline and industry trends.
  • Conducted financial and legal research and analysis for high net-worth individuals.
  • Monitored and analyzed financial, statistical and operational data trends.
  • Analyzed projects for capital deployment and helped structure multi-million dollar deals.
  • Created and maintained precise and accurate models, charts and reports.
  • Developed, produced and analyzed financial statements by region.
  • Managed, tracked and monitored financial updates, watch lists and insurance files.
  • Built and maintained databases for forecasting future financial performance.
  • Developed spreadsheet models for diverse projects and analysis.
  • Developed spreadsheet models for diverse projects and analysis.
  • Presented "what if" scenarios for budget assumptions and forecasting strategies.

ASSISTANT BRANCH MANAGER

  • Direct operations of a leading financial services institution.
  • Orchestrate the sales of financial products to clients to drive branch sales.
  • Guarantee superb customer service through diligent training of all staff.
  • Liaise with clients to instill a sense of brand loyalty.
  • Boosted branch morale.
  • Researched and resolved operational issues.
  • Foster relationships with clients to ensure attainment of annual objectives.
  • Recruit, interview, hire, and train new staff.
  • Developed weekly staff schedules to ensure adequate coverage at peak times.
  • Collaborated with Branch Manage Oversee sales, service, credit controls, financial and compliance standards, and operational performance of the branch.
  • Directly manage platform staff, including career development, performance management and recognition.
  • Manage day-to-day sales efforts in the branch, including frequent, active GROWTH coaching of Relationship Bankers.

FINANCIAL SALE CONSULTANT

PNC BANK
Centerville, Virginia
09.2011 - 05.2012
  • Executed all duties related to maximizing branch sales.
  • Liaised with clients to discover financial needs and goals.
  • Created detailed plans to guarantee clients attained their stated objectives.
  • Delivered superb customer service to ensure client satisfaction.
  • Analyzed financial reports to identify opportunities to boost profitability.

FINANCIAL SALES CONSULTANT UNIVERSAL BANKER

Nationwide Mortgage Licensing System and Registry
  • Resolved complex client issues.
  • Liaised with clients during the opening and closing of various accounts.
  • Acted as Interim Branch Manager in the absence of the Manager.
  • Processed and prepared credit, debit and general ledger applications.
  • Sent investment clients to licensed financial advisors.
  • Orchestrated the training of new employees.
  • Sold various products to clients including; credit cards, loans and checking and savings accounts.
  • Participated in community outreach events.
  • Assisted clients with developing long and short term financial objectives and created invest plans to ensure attainment of goals.

PERSONAL BANKER

HSBC BANK
Amman, Jordan
06.2008 - 08.2011
  • Liaised with clients to gather financial data.
  • Ensured all products were suitability to each client's individual situation.
  • Sold mutual funds, IRAs, annuities, auto loans, first and second mortgages and HELOCs.
  • Trained newly hired staff.
  • Assisted business owners with business loans to grow their businesses.
  • TELLER Maximized profits through efficient cross selling techniques.
  • Instrumental in team obtainment of branch sales objectives.
  • Assisted customers with account and ATM issues.
  • Ensured all proper signatures were included or supplied according to banking regulations.
  • Routinely achieved sales objectives.
  • Guaranteed adherence to Anti-Money Laundering and Bank Secrecy Act regulations, rules and guidelines.
  • Forged relationships with existing and potential clients to forge a sense of brand loyalty.

Education

MASTER OF BUSINESS ADMINISTRATION - ACCOUNTING

Keller Graduate School of Management
Arlington
2014

BACHELOR OF SCIENCE - ACCOUNTING

Applied Science University
Amman
2011

Skills

  • Strong organization
  • Excellent attention to detail
  • GAAP and statutory reporting
  • Expert in customer relations
  • Excellent managerial techniques
  • Excellent communication skills
  • Flexible team player
  • Adobe software
  • Financial and operational reporting
  • Budget analysis expert
  • Data trending
  • Strategic financial planning

Affiliations

Accomplished financial management professional offering over ten years' success in assisting internal and external clients with complex financial needs seeking to leverage recent MBA into an analyst role. Ability to learn and teach new concepts, easily adapt to change and manage numerous simultaneous tasks. Results-driven professional with outstanding quantitative, organizational and communication skills coupled with the capacity to assume increasingly significant responsibilities.

Timeline

COMMERCIAL PORTFOLIO SPECIALIST

SunTrust Bank
05.2012 - 05.2017

FINANCIAL SALE CONSULTANT

PNC BANK
09.2011 - 05.2012

PERSONAL BANKER

HSBC BANK
06.2008 - 08.2011

ASSISTANT BRANCH MANAGER

FINANCIAL SALES CONSULTANT UNIVERSAL BANKER

Nationwide Mortgage Licensing System and Registry

MASTER OF BUSINESS ADMINISTRATION - ACCOUNTING

Keller Graduate School of Management

BACHELOR OF SCIENCE - ACCOUNTING

Applied Science University

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DUNYA ALAASEMI