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Management 1 Resume.docx
- 1. Rodney M. Jefferies II Glenn Dale, MD 20769 301.917.5266 rjinternational@mail.com Professional Summary: Accomplished, solutions-oriented Finance Account Executive with a solid 10+ years record of accomplishments encompassing relationship management, credit analysis, document management with 100% compliance, organizational agility, and strategic forecasting. Demonstrated track record of success in building and leading teams through the full account management life cycle, from identifying opportunities through development and planning to implementation. Excellent communication and interpersonal skills with a history of effectively managing key client relationships, ensuring expectations are continually met or exceeded. Education: Master of Business Administration Management Western Governors University May 2015 Baccalaureate of Science Management Frostburg State University May 1995 Training / Certification: ITIL® V3 Foundations Training The Learning Tree International April 2015 Professional Organizations: Association of Business Process Management Professionals Member April 2015to present Association for Information and Image Management Member October 2012 to present Software: Microsoft SharePoint Microsoft Access Microsoft Excel Microsoft PowerPoint Microsoft Project Microsoft Visio Professional Experiences: Financial Account Executive R J International Glenn Dale, MD February 2005 to present Interview clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. Analyze credit and financial information in Excel to determine strategies for meeting clients' financial criteria and objectives. Prepare and present financial products and services that address the clients’ financial needs and negotiate prices or terms of product and service agreements. Explain general financial topics to clients such as credit report ratings, bankruptcy laws, consumer protection laws, and collection actions verbally and in writing. Recommend changes and additions to loan scenarios after thorough analysis of lender matrices and final underwriter approvals. Manage documents and contracts to ensure the storage and distributions of the files are legally compliant. Establish document management policies to facilitate efficient, legal, and secure access to electronic content. Create and implement the standard operation procedure as point of contact for communications among stakeholders such as investors, realtors, financial advisors, attorneys, and agents to clarify issues and facilitate meetings as needed. Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. Increase business from current partnerships and develop new business from commercial customers, referral leads, sales meetings or trade shows. Evaluate costs and revenue of agreements to determine continued profitability. Ensure the timely disbursements of payments are in compliance with established underwriting procedures by processing and properly coding pay-offs and receipts. Employ principles and processes for providing customer and personal services. Knowledge of economic and accounting practices GenerallyAccepted Accounting Practices (GAAP), the financial markets, banking and the analysis and reporting of financial data.
- 2. Senior Loan Officer The Mortgage Link Owings Mills, MD August 2003 to January 2005 Approved loans within specified limits, and refer loan applications outside those limits to management for approval. Met with applicants to obtain information for loan applications and to answer questions about the process. Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. Explained to customers the different types of loans and credit options that are available, as well as the terms of those services. Obtained and compiled loan applicants' credit histories, corporate financial statements, and other financial information. Reviewed loan agreements to ensure that they are complete and accurate according to policy. Computed payment amortization schedules. Stayed abreast of new types of loans and other financial services and products in order to better meet customers' needs. Submitted applications to credit analysts for verification and recommendation. Handled customer complaints and take appropriate action to resolve them. Worked with clients to identify their financial goals and to find ways of reaching those goals. Conferred with underwriters to aid to resolve mortgage application problems. Negotiated payment arrangements with customers who have delinquent loans. Marketed bank products to individuals and firms, promoting bank services that may meet customers' needs. Interviewed, hired, and trained new employees and supervised loan personnel. Set credit policies, credit lines, procedures and standards in conjunction with senior managers. Provided special services such as investment banking for clients with more specialized needs. Analyzed potential loan markets and develop referral networks in order to locate prospects for loans. Prepared reports to for customers whose accounts are delinquent, and forward irreconcilable accounts for collector action. Arranged for maintenance and liquidation of delinquent properties. Petitioned courts to transfer titles and deeds of collateral to banks. Special Educator Baltimore City Public School System Baltimore, MD 21218 September 1997 to July 2003 Provided direct and indirect instructional support to students in a positive environment. Employed special educational strategies and techniques during instruction to improve the development of sensory- and perceptual-motor skills, language, cognition, and memory. Instructed students in academic subjects using a variety of techniques such as phonetics, multi-sensory learning, and repetition to reinforce learning and to meet students' varying needs and interests. Taught socially acceptable behavior, as determined by the students’ individualized education programs (IEPs) by employing techniques in an overall positive behavioral support system. Modified the general education curriculum for students with disabilities based upon a variety of instructional techniques and technologies. Planned and conduct activities for a balanced program of instruction, demonstration, and work time that provides students with opportunities to observe, question, and investigate. Established and enforce rules for behavior and procedures for maintaining an environment conducive to learning for all students. Met with parents to discuss their children's progress and to determine priorities for their children and their individualized educational needs. Conferred with parents, administrators, testing specialists, social workers, and other professionals to develop individualized education programs (IEPs) designed to promote students' educational, physical, and social/emotional development. Maintained accurate and complete student records and prepare reports on children and activities, as required by laws, district policies, and administrative regulations. Established clear objectives for all lessons, units, and projects and communicate those objectives to students. Developed plans for effective communication, monitoring, and follow-up of students in inclusive classroom settings. Provided crisis intervention, as needed, for students and those in inclusive classrooms. Assisted in collection of data for providing appropriate classroom interventions. Served as a member of a multidisciplinary team as appropriate. Assisted in preparation of data for local, state, and federal reports. Maintained professional competence by participating in staff development activities, curriculum development meetings, and other professional opportunities.