Matthew Chaney
Dallas,TX
Summary
I am a personable and analytical individual of the highest integrity with a proven history of teamwork and excellence in complex, fast paced environments. I have developed and implemented short- and long-term goals, focused on revenue generation and risk management. I leverage my entrepreneurial & communicative skills to achieve client goals and deepen client relationships. I am looking to utilize my expertise and further my career on a Financial Advising track.
Overview
7
7
years of professional experience
Work History
Asset Wealth Management - PLS
Goldman Sachs
03.2022 - Current
- Facilitated fundings & asset transfers on a vast private bank loan portfolio to help meet client credit objectives.
- Work with high net worth individuals to implement lending and cash management strategies.
- Risk surface reduction: Developed strategies and opportunities for process efficiencies to minimize the firms risk while increasing control in a growing portfolio.
- Provided a multitude of reports including loan delinquency, credit reports, loan reviews & specific positions value within collateral pools.
- Work with private wealth advising teams to accomplish the goals of clientele through crafting and implementing client specific loans.
- Play an integral role in various projects including broad account reconciliation & tailoring portfolio loan review for lenders, wealth advisors & credit risk.
Consumer Contact Specialist
Caliber Home Loans
08.2020 - 12.2022
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Created and maintained detailed database to develop promotional sales.
- Called potential clients to discuss refinance opportunities such as rate reduction and loan modification
- Cross-trained and provided backup support for organizational leadership.
- CCS top performer Q1, Q2 & September 2021
Americas Party Rental
Americas Party Rental
05.2017 - 08.2017
- Conducted post-sale requirements gathering, analysis and documentation.
- Created and implemented innovative business solutions to support corporate objectives.
- Managed project scope, schedule, status and documentation.
Education
Bachelor of Business Administration - Finance
Texas Christian University
Fort Worth, TX05.2020
Skills
- Effective communicator
- Problem Solving
- Ability to work under pressure
- Account Management
- Portfolio Management
- Financial Knowledge
- Stock Market Understanding
- Client Relationship Management
- Proficient in Excel
- Time Management
- Client Confidentiality
- Tailoring Loans
Timeline
Asset Wealth Management - PLS
Goldman Sachs
03.2022 - Current
Consumer Contact Specialist
Caliber Home Loans
08.2020 - 12.2022
Americas Party Rental
Americas Party Rental
05.2017 - 08.2017
Bachelor of Business Administration - Finance
Texas Christian University