Experience

Small Business Lending Source

• United States
• Financial Services
• 1 - 100 Employee

• Loan advisor

  • Jan 2014 - Present

  Responsible for performing a variety of duties to meet the commercial service needs of business customers; achieving customer service goals as established in the Commercial Lending Department's annual operating plan; complying with operating policies and procedures established for the commercial services function; directly supervising assigned personnel; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • 2005 - 2008

  • Develop and cultivate client base for the company • Analyze client needs and investment opportunities • Build client relationships based on strategies meeting clients’ financial goals • Market and promote company’s financial services and products as per policy and procedures • Prepare and deliver presentations to potential clients • Create reports of client productivity for the higher management • Develop and cultivate client base for the company • Analyze client needs and investment opportunities • Build client relationships based on strategies meeting clients’ financial goals • Market and promote company’s financial services and products as per policy and procedures • Prepare and deliver presentations to potential clients • Create reports of client productivity for the higher management