Business Relationship Manager

Posted on: 2008-06-08

Wendee Brumwell 2508 Silverado Drive ▪ Antioch, CA 94509 ▪ 925.628.7815 ▪ [email protected] OBJECTIVE: To secure a position in an administrative fast paced environment SUMMARY OF QUALIFICATIONS 18 years’ experience analyzing data, building business relationships, and promoting products Responsible for over 400 high-value business accounts with loan funding up to $2.5 million/day Expertly trained West Coast Region of national financial institution in new proprietary software Experienced in MS Word, Excel, PowerPoint, Outlook, and Quickbooks Outstanding communication skills, organizational skills, and professional demeanor EMPLOYMENT HISTORY Wells Fargo Bank, San Francisco, California (1989-2007) Increasingly responsible positions in underwriting, funding, research analysis, business relationship management, and retail operations support Business Relationship Manager __________________________________________(2004-07) Monitored over 400 high-value business accounts to best serve their business objectives Responsible for overall success and growth of assigned territory Contacted business representatives to build relationships and identify needs Served as sole point of contact between business customers and various bank departments Cross-sold products and assisted in securing credit lines Analyzed accounts to determine the best, most cost-effective products for each business Maintained compliance with governmental regulations and received quarterly certifications Trained relationship managers and associates in company policy and customer service Consumer Underwriter—Auto Finance Division ______________________________(2001-04) Analyzed borrowers’ credit information to determine eligibility for loans Interfaced with auto dealerships to discuss borrowers’ eligibility and reasons for decline Used high-level interpersonal skills to de-escalate and handle volatile situations Compiled and revised business projection plan to reflect current economic trends Senior Loan Funder—Auto Finance Division ______________________________(1998-2001) Funded up to $2.5 million in auto loans per day Managed all closing details of auto loans Verified lease contracts and ensured compliance with guidelines Served as customer liaison for auto dealerships Trained newer employees in procedures and customer service Senior Customer Service Representative/Researcher/Analyst ________________(1989-1998) Responsible for training entire West Coast staff on new Teller-Vision computer system Reviewed ATM surveillance tapes, determined fraudulent activity, and reported findings Researched and resolved complex account issues that were unresolved at the branch level