Equipment Finance Sales Support Associate Resume Birmingham, AL - Hire IT People

TECHNICAL SKILLS:

Completed Regions Credit Training Program during Summer 2016
Currently enrolled in RMAU, completed 3 of first 7 modules in C&I Diagnostic Assessment
Currently enrolled in the CFA program
Experience with Microsoft Office, SAS 9.3, SAS Enterprise Guide, STATA, SuperTrump

EXPERIENCE:

Confidential, Birmingham, AL

Equipment Finance Sales Support Associate

Provided general Equipment Finance support to REFCO Relationship Managers, relieving them of administrative detail
Leveraged outside sales efforts to provide further focus to clients by coordinating transaction flow for Relationship Managers, Credit, Clients, Vendors, Paralenders, Contract Administrators, Attorneys and other involved parties
Updated and maintained pricing models, pricing files, templates, and reverse UCC database
Compiled and organized geography related reporting, including the overview of past portfolio growth and current portfolio growth
Performed economic and prospecting research
Gathered and coordinated customer, vendor, and other applicable inputs

Confidential, Birmingham, AL

Mortgage Loan Document Specialist

Performed a variety of loan documentation duties using comprehensive knowledge of policies and procedures for loan products in a high volume, deadline driven environment
Responsibilities included processing, closing and compliance for home loan refinances, ordering all required verifications and follow ups with customers and other lines of business
Maintained a database of up to 400 borrowers and their corresponding documentation, including property records, verifications, and tax forms resulting in an organized system of document retrieval
Earned customer satisfaction by building rapport, problem solving, active listening, and consistently exceeding service delivery goals

Confidential, Birmingham, AL

Finance/Investments Intern

Gained practical experience and knowledge in financial issues and terminology
Assisted advisors with strategic planning for radio shows, group presentations, and networking events
Researched new market opportunities to broaden the firm's business base
Performed general office duties by practicing effective clerical and computer skills