Manage Treasury Management sales opportunities for 13 retail offices and 3 Regional Managers. Analyze, develop, prepare and present to Clients and Prospects.

First American Title Insurance Company 2012-2014Treasury AnalystQuarterly report- balances- Rank- Rating Top 40. Ratings of banks down to balance/size of $1,000,000. Approve/Initiate wire, ACH and account transfers. Approve and order same day cashier's check requests. Corporate credit cards - order new cards, handle renewals, update addresses, cancel cards, add MCC codes when applicable, maintain credit card files for audit. Back up staff duties when PTO. Open handle and/or… Show more First American Title Insurance Company 2012-2014Treasury AnalystQuarterly report- balances- Rank- Rating Top 40. Ratings of banks down to balance/size of $1,000,000. Approve/Initiate wire, ACH and account transfers. Approve and order same day cashier's check requests. Corporate credit cards - order new cards, handle renewals, update addresses, cancel cards, add MCC codes when applicable, maintain credit card files for audit. Back up staff duties when PTO. Open handle and/or distribute mail. Deposit checks RDC. Count cash deposits, prepare paperwork, report to Bank, Make deposits with armored carrier. File bank statements. Approve/set up online banking User's. Special projects. Trained on roles for disaster response plan. Update managers, terminations, active users. Update corporate credit card terminations. Maintain files of bank documents.Temporary Staffing2012 - 2013Convention Staffing, Retail, Assistant, TechnicalCDT Property Solutions2010 - 2012Real Estate Show less

Supported Commercial Lending, Private Banking and retail branches through the sale of Treasury management products and services to prospects and existing customers. Prepared proposals, cost benefit analyses and conducted presentations to clients and prospects.Supported Treasury Management sales officers by providing product set up and on-site and telephone training for their new and existing clients. Called on existing Treasury management clients to access the banks’ service level and… Show more Supported Commercial Lending, Private Banking and retail branches through the sale of Treasury management products and services to prospects and existing customers. Prepared proposals, cost benefit analyses and conducted presentations to clients and prospects.Supported Treasury Management sales officers by providing product set up and on-site and telephone training for their new and existing clients. Called on existing Treasury management clients to access the banks’ service level and identify cross selling opportunities.Provided training and installation services to customers to using the banks’ windows based on-line Treasury management system. Participated in the conversion from the MircoLink system to ADP’s Forte product.Tarbell Realtors Laguna Niguel, CA RE SalesBusiness Development Officer-Developed new business and personal relationships through direct marketing, networking groups and in-branch sales. Sold Non-Deposit Investment products to prospects and existing clients. Managed the branch in the manager’s absence.Supported commercial lending officers by selling cash management services. Conducted customer/prospect service solutions/sales presentations and prepared proposals and cost benefit analysis.Business Development Officer-Acquired institutional investments for term deposits, utilizing direct mail, referrals and telemarketing.Account Executive-Branch sales officer responsible for net core/savings deposit totals. Solicited mortgage loans and personal unsecured lines of credit. Achieved “Top Loan Producer” awards in both categories.Department Supervisor-Managed the centralized Jumbo Certificates of Deposits unit. Directed the opening, maintenance, closure and monthly payments for all personal accounts. Worked under the supervision of senior officers in setting rates/terms.B. S. Finance, California State University-Dominguez HillsSusan G. Komen for the Cure Los Angeles County - Past President, Board of Directors Show less