Summary
Overview
Work History
Education
Skills
Education and Training
References
Timeline

Edmond Farlow

Philadelphia, Pennsylvania, United States,PA

Summary

Accomplished Financial Relations Consultant with a proven track record at Vanguard, adept at identifying customer needs and optimizing financial strategies. Leveraged strong problem-solving abilities and manual testing skills to enhance operational efficiency by 30%. Excelled in building robust client relationships and conducting detailed financial analyses, demonstrating exceptional interpersonal skills and analytical acumen.

Overview

10
10
years of professional experience

Work History

Financial Relations Consultant

Vanguard
Malvern, PA
07.2024 - 01.2025
  • Determined consumer needs to provide products and services appealing to larger market.
  • Identified needs of customers promptly and efficiently.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.a
  • Utilized various software and tools to streamline processes and optimize performance.
  • Researched and evaluated clients' financial objectives and risk tolerance levels.
  • Built and maintained strong client relationships through exceptional service and communication.

Loan Officer

Freedom Mortgage Corporation
Conshohocken, PA
04.2024 - 05.2024
  • Reviewed credit histories, income statements, and other financial information of loan applicants.
  • Analyzed financial data to determine the feasibility of granting loans.
  • Approved or denied loan applications based on established guidelines.
  • Conducted risk analysis to identify potential losses associated with certain loans.

Collections Specialist

Flagship Credit Acceptance
Chadds Ford, PA
10.2023 - 04.2024
  • Remitted payments received from customers promptly while adhering to all applicable laws and regulations governing the collection process.
  • Analyzed account histories, monitored payments, reconciled discrepancies and updated customer information in the database.
  • Received payments and posted amounts to customer accounts.

Securities Representative

Lincoln financial group
Philadelphia, PA
03.2022 - 08.2023
  • Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
  • Provided customers with information on investment strategies and products.
  • Discussed ideas and strategies to improve operational efficiency, adding value and aiding business performance for continuous improvement.

Education

Software Appications -

Computer Learning Center, Philadelphia, PA
06-1991

Skills

  • Strong Problem Solver
  • Scenarios and Use Cases
  • Defect Tracking and Reporting
  • Manual Testing

Education and Training

CCC

References

References available upon request.

Timeline

Financial Relations Consultant - Vanguard
07.2024 - 01.2025
Loan Officer - Freedom Mortgage Corporation
04.2024 - 05.2024
Collections Specialist - Flagship Credit Acceptance
10.2023 - 04.2024
Securities Representative - Lincoln financial group
03.2022 - 08.2023
Computer Learning Center - Software Appications,

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Edmond Farlow