Nick Hance Email & Phone Number

Dallas, Texas, United States

Dallas, Texas, United States

Dallas, Tx

Dallas/Fort Worth Area

Dallas/Fort Worth Area

Completed 6 month formal credit training including RMA and Omega courses and thorough banking overview.Responsible for the spreading of financials, analyzing of financial statements, and underwriting and completing credit memos to help the lenders make informed loan decisions. Analyze financial information including balance sheets, income statements, cash flow and tax returns to form an opinion of the strengths, weaknesses and risks associated with loan packages.Attend various client calls and meetings with account officers to assist with future underwriting and building client relationships.Provide support to account officers in monitoring of existing portfolios. Assist with annual monitoring of financial statements and compliance with loan covenants.Participate in various bank and department meetings, as well as prepare and set up multiple reports and systems for loan committees.

Dallas/Fort Worth Area

Garnered a further knowledge of the financial services industry, products, regulations, as well as consumer banking on a broader basis.Compiled and formatted forms of client personal and financial data into detailed and specific Excel spreadsheets and wealth planning software presentations.Assisted the Wealth Advisor in communicating with and selling financial instruments to clients ranging from beginning investors up to high net worth individuals.Assimilated a further comprehension of the overall sales culture and how to formulate and complete transactions.

Westlake, Texas

Placed orders for financial securities in customer's accounts to assist them with their investment strategies and goals.Developed a detailed knowledge and understanding of the financial industry, regulations, structure, and also the interior workings of a large national corporation.Assisted a wide variety of clientele through a telephone system to fulfill the clients specific needs, get them in contact with the proper business group, or to help them process their request online through the company website.Properly accessed and utilize highly sensitive and confidential client records and documents for use in day-to-day work use.

Lubbock, Texas Area

Acquired knowledge of one-on-one customer support and office structure and positions.Conducted tour and information seminars for groups of visitors and students.Utilized phone and computer systems to facilitate different job duties.Organized various forms of information for different departments and events.

Amarillo, Texas Area

Gained experience on customer and employee relations and management.Maintained money in the safe and registers.Responsible for the maintenance and day-to-day activities of the facility.Started as a track worker, then to inside sales, then management.