Summary
Overview
Work History
Education
Skills
References
Timeline
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Liza Jacques

Houston,TX

Summary

I am seeking to expand professional horizons by accepting new challenges in a fast-paced environment. As my resume indicates, I have substantial experience in sales and have a great deal of knowledge to succeed in business. Proactive with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

26
26
years of professional experience

Work History

Vice President Relationship Manager

Independent Financial
04.2013 - 11.2022
  • Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
  • Researched current trends to identify prospective customers and determine specific needs.
  • Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
  • Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
  • Worked with clients to address and respond to client and partnership management issues.
  • Developed summaries to assess each client's participation level and determine targets for follow-up plans.
  • Developed new banking relationships with business prospects.

Assistant Vice President/International Mortgage Lender

BBVA COMPASS
05.2008 - 03.2013
  • Attended weekly meetings and special sessions of Leadership and Executive Leadership Teams and contributed to major administrative initiatives, policies and decisions.
  • Generated financial and operational reports to assist management with business strategy.
  • Communicated with leadership teams to assist with administrative initiatives and decisions and attended weekly meetings to support policy changes.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Reviewed incoming correspondence and drafted appropriate responses for CEO and other high-level stakeholders.
  • Allocated work assignments and tasks to comprehensively manage administrative projects.
  • Handled administrative systems to assist senior leadership and over 20 staff members

Mortgage Loan Officer

Laredo National Bank
03.2002 - 05.2008
  • Worked with underwriters to fix application problems and resolve issues.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Explained different types of loans pertaining to client situations.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.

Junior Lender

Metro Bank
08.1996 - 03.2002
  • Worked with underwriters to fix application problems and resolve issues.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Explained different types of loans pertaining to client situations.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.

Education

Certificate - Executive Education Program

Texas A&M International University
Laredo, TX
11.2007

Skills

  • Leader in Relationship Building
  • Great Communication Skills
  • Exceed in Sales
  • High Customer Satisfaction Percentage
  • Bilingual (Spanish/English)
  • Excellent Organizational Skills
  • Highly Motivated and Driven to Succeed
  • Competitive Individual
  • Proactive in Taking New Challenges
  • Strong Problem-Solving Skills
  • Proven Leadership Skills

References

Up on request

Timeline

Vice President Relationship Manager

Independent Financial
04.2013 - 11.2022

Assistant Vice President/International Mortgage Lender

BBVA COMPASS
05.2008 - 03.2013

Mortgage Loan Officer

Laredo National Bank
03.2002 - 05.2008

Junior Lender

Metro Bank
08.1996 - 03.2002

Certificate - Executive Education Program

Texas A&M International University

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Liza Jacques