Lesly D. Moran
Financial Specialist
Pittsburgh,PA
Summary
A strong leader, experienced in sales, financial planning and relationship management. Has worked in several areas in the financial services industry with a primary focus on customer experience.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
1
1
Certificate
1
1
Language
Work History
Financial Solutions Specialist III
First Commonwealth Bank
Pittsburgh, PA
02.2021 - 12.2021
- Identified customer financial needs by reviewing assets, liabilities, and cash flow.
- Provided optimal solutions for financing and investing.
- Led team as brokerage champion for 3 consecutive quarters by exceeding referral goals.
- Produced and executed loan packages for 50+ clients.
Financial Solutions Specialist II
First Commonwealth Bank
Pittsburgh, PA
11.2019 - 02.2021
- Managed over 70 escalated phone calls per day by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Developed customized solutions of deposit, lending and other products for local small business customers.
Financial Solutions Specialist I
First Commonwealth Bank
Pittsburgh, PA
05.2019 - 11.2019
- Met customers' needs by providing quick service with ability to perform set of regular procedures, as well as a variety of customer requests and transactions, including: check cashing and deposits, loan payments, product explanations and being able to identify opportunities.
Operations Manager
Lucy's Pgh LLC
Pittsburgh, PA
02.2014 - 05.2019
- Led international clothing retailer through innovative merchandising and focus on continuous new products to stay ahead of competitors.
- Managed daily operations and assisted in recruiting, hiring and training of 15 team members.
- Participated in development and implementation of marketing strategies to expand profit margins that improved sales across all stores.
Education
Bachelor of Arts - Business Administration and International Relations
Duquesne University
Pittsburgh, PA 08.2013 - 12.2017
Skills
Financial analysis
Collaboration
Strategic Financial Planning
Relationship Management
Additional Information
Programming Committee Chair at Duquesne University Young Alumni Council
Retention Committee Chair at Pittsburgh Young Professionals
Certification
NMLS License
Timeline
Financial Solutions Specialist III
First Commonwealth Bank
02.2021 - 12.2021
Financial Solutions Specialist II
First Commonwealth Bank
11.2019 - 02.2021
Financial Solutions Specialist I
First Commonwealth Bank
05.2019 - 11.2019
Operations Manager
Lucy's Pgh LLC
02.2014 - 05.2019
Bachelor of Arts - Business Administration and International Relations
Duquesne University
08.2013 - 12.2017