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
Account documentation
Financial services
Loan applications
Data verification
Risk management
Loan and grant knowledge
Product development
Business administration
Database Management
Financial and operational reporting
Customer Relationship Management
Forecasting trends
Expert in customer relations
Financial Management
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 -