Manal Yagoub
Business Associate
Odenton,United States
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
Financial Services Representative
Fidelity Investments
Annapolis, MD
04.2022 - Current
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Monitored company inventory to keep stock levels and databases updated.
- Offered competitive commercial banking solutions and retail financing options.
- Liaised with customers and funding sources to identify and remove roadblocks to business funding.
- Cross-sold bank products and services based on customer needs and provided appropriate solutions.
- Educated and worked with clients on ROI terms to find accurate solutions.
- Provided clients with information on bank accounts, institutional policies, and financial services offered.
Sales Professional
Ameriprise Financial
Columbia, MD
02.2020 - 11.2021
- Applied prospecting expertise to generate and pursue leads, setting up appointments and site visits to maintain budding relationships.
- Consistently earned top sales performer over 20 other team members for exceeding sales goals.
- Grew client base by utilizing marketing initiatives, performing prospect calls and networking referrals.
- Shaped value-added solutions and approaches for key audiences by leveraging industry trends in customer marketplaces and industries.
- Conducted on-site product demonstrations to highlight features, answer customer questions and redirect concerns toward positive aspects.
Loan Servicing Specialist
Central Credit Union Of Maryland
Baltimore, MD
01.2018 - 06.2019
- Maintained and set mortgage interest rate and loan programs to remain competitive in market.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Evaluated and reviewed the information on loan applications and authorized more than 30 closings per day.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Prepared variety of different written communications, reports and documents.
Office Administrative Assistant
University Of Maryland
College Park, MD
03.2017 - 11.2017
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Received and sorted incoming mail and packages to record, dispatch or distribute to correct recipient.
- Provided clerical support to company employees by copying, faxing and filing documents.
- Sorted, opened and routed mail and deliveries to meet business requirements.
- Offered technical support and troubleshot issues to enhance office productivity.
Education
Bachelor of Arts - Government And International Relations
University of Maryland
College Park, MD 05.2001 -
Skills
Financial markets
Timeline
Financial Services Representative
Fidelity Investments
04.2022 - Current
Sales Professional
Ameriprise Financial
02.2020 - 11.2021
Loan Servicing Specialist
Central Credit Union Of Maryland
01.2018 - 06.2019
Office Administrative Assistant
University Of Maryland
03.2017 - 11.2017
Bachelor of Arts - Government And International Relations
University of Maryland
05.2001 -
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