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Assistant Vice President Resume Samples
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Candidate Info
6
years in workforce
6
years at this job
BS
Economics & Finance
Assistant Vice President
Responsible for the strategy and execution of auditing a $100+ million technology project portfolio with the objective to identify project management process improvements and ensure compliance to regulatory requirements
- Led efforts to create business process flows to identify opportunities for efficiencies, which resulted in an 80% reduction in cycle time each quarter to develop quarterly planning documentation and reporting
- Developed and presented training documentation for project managers, auditors and senior management to increase transparency and understanding of the teams' efforts
- Responsible for the financial reporting of conversion costs, gathering of estimates and information sharing between banks during an acquisition
- Coordinated the budget and planning process of technology projects with annual spending of $100+ million
- Graduate of the highly selective one year Management Development Program - Class of 2011
- Promoted to Banking Officer in 2012 and promoted to Assistant Vice President in 2014
Candidate Info
19
years in workforce
1
year at this job
MS
Administrative Studies
Assistant Vice President & Senior Financial Analyst
Responsible for balance sheet analysis of the Global Wealth Investment Management group totaling $8 billion in annual revenue. Ensured that over 4000 non-interest income accounts are correctly translated from Oracle to parent income statement and systems.
- Redesigned a new monthly close and forecast process that efficiently summarized financial impact of over 175 hierarchy units.
- Provided commentary and financial analysis on the sector's financial performance on a monthly, quarterly and yearly basis; including the forecast, actual results and operating plan.
- Created a financial model that analyzed and estimated $250 million of annual other net interest Income with related balances and associated rates.
- Expanded product revenue analysis by creating new summary accounts, streamlined monthly accounting practices and revenue guidance.
- Provided graphical analysis, key performance indicators and custom metrics for executive management.
Candidate Info
11
years in workforce
7
years at this job
BS
Business Administration
MA
Marketing
Assistant Vice President, Branch Manager II
Acquired, retained, and grew two branches, by leading and directing all sales, service and business development activities.
- Established new consumer & business accounts, loans, credit cards, merchant services, investment sales, and workplace on-site presentations, to meet desired goals.
- Managed the consumer and business loan volume of $8.1 million and a deposit volume of $40.6 million, month to month.
- Motivated and coached a team of 12, to ensure the successful development and performance of all employees in the areas of customer service, sales goals, leadership, and career development.
- Maintained a Human Sigma 5 level for three consecutive reporting periods, at the branch.
- Took the Northside branch team from a Human Sigma 3 to Human Sigma 6, within a 6-month period.
- Demonstrated PNC's commitment to our communities, by working with a local elementary school to enhance our partnership and being the Treasurer of the Camp Washington Business Association.
Candidate Info
15
years in workforce
5
years at this job
AS
Business
ASSISTANT VICE PRESIDENT, TEAM MANAGER
Lead, supported, and coached associates that executed legal documents on the bank's behalf, pertaining to the bank seeking foreclosure action.
- Manage a team of 10-12 front-line associates in a high-volume, deadline, and production driven environment, all while maintaining 100% accuracy.
- Worked with our attorneys to ensure that the documents that they drafted were 100% accurate to the State/County requirements.
- Utilize performance metrics to ensure improvement for those individuals who are not meeting departmental goals on a monthly basis.
- Provide performance feedback and coaching on a regular basis to each team member. Wrote and administered performance reviews for skill improvement.
- Created and maintained high level reports and dashboards using Microsoft Excel.
- Oversaw the implementation of specialized web based applications specific to the line of business' needs. Also lead the group of about 50 employees that performed the User Acceptance Testing (UAT) for the newly designed web based applications.
Candidate Info
11
years in workforce
2
years at this job
BS
Business Administration
Assistant Vice President
Managed client portfolios, directed employees, managed projects, and processed bank trades.
- Facilitated organizational objectives.
- Achieved and surpassed targeted performance benchmarks.
- Managed 9 direct reports.
- Hired and trained new employees.
- Ensured timely/accurate processing on $2M+ in daily trades as well as supported team of 4 account officers. Managed/administered $700M+ proprietary client holding portfolio including mutual funds, derivatives, equities & fixed-income securities.
- Established and cultivated prime broker partnerships.
- Flawlessly executed $500M in daily trading volume.
Candidate Info
28
years in workforce
5
years at this job
BA
Accounting
Assistant Vice President/business Ops Analyst Senior /portfolio Analyst/trader II
Reviewed and interpreted securitization documents to ensure dollars were allocated properly thru the waterfall of the portfolio deals. Extracted Libor Indexes from Bloomberg, SBO 2000, and other sources monthly to calculate and distribute approximately $500 million to $2 billion to various classes in the securitizations using the Analytics on Demand (AOD) software.
- Identified and calculated Gains/Losses related to the loans in the portfolio to eliminate over or under payment.
- Reconciled disbursements prior to distribution to ensure accuracy.
- Performed Investor Reporting duties as defined in the Pooling and Servicing Agreement for Public, Private and Third Party Investors on a portfolio with a current UPB of $51.4 billion.
- Established and maintained effective relationships with Traders/Trustees and members of the investment community.
- Researched and responded to Investor/Trustee questions related to the bond calculations.
- Performed testing of new products, enhancements and system controls to SBO 2000 and Analytics on Demand as it relates to bond calculations.
- Developed and documented and instituted procedures to make processes more efficient and standardized, saving time and money.
- Provided support for interim and year-end Audits, by gathering and validating information.
- Volunteered to perform special projects that require more intense analytical and technical skills; often times requiring intense weekend work with no extra compensation.
Candidate Info
25
years in workforce
5
years at this job
BA
Sociology
Education
Assistant Vice President/collection Manager
Managed collection of delinquent loan portfolio for this community focused state-chartered Commercial Bank with $250 million in assets and 7 retail offices in Bergen County, NJ.
- Achieved and maintained significant reduction in percentage of delinquent loans from 12% to a 2-3% range.
- Prepared and submitted past due accounts for 3rd party collection and legal action monitoring activity through recovery or charge-off obtaining monthly status reports and negotiating payment plans.
- Assisted in curing arrears in real estate taxes and utilities. Conducted site visits and inspections of collateral properties of distressed borrowers and in the foreclosure process. Reviewed Summons & Complaints served upon the Bank for appropriate handling and legal representation.
- Monitored status of maturing loans working closely with Loan Officers, Administrators and Credit Analysts.
- Prepared Monthly Loan Department Board of Directors' reports, Quarterly Action and Weekly Pipeline reports.
- Provided assistance to Borrowers and Lending staff with loan rate modifications and payment arrangements.
- Developed customer loyalty through relationship building offering exceptional service and follow up.
Candidate Info
3
years in workforce
2
years at this job
BBA
Finance
MBA
Business
MBA
Finance
Junior Assistant Vice President (javp)
Demonstrated leadership through collaborative learning with 13 sales employees and increased sales productivity by 15%.
- Developed few templates on banking instruments. This eventually improved work efficiency.
- Researched competitive market and implemented some improvisations on existing products.
- Led co-marketing programs including product demonstration and event planning. This helped in improving revenue by 20%
- Conducted industry analysis to help determining the competitive positioning of the branch.
Candidate Info
29
years in workforce
5
years at this job
MA
Larry Mccarthy
Assistant Vice President - Executive Customer Relations (ecr)
- Promoted to Assistant Vice President in August 2014
- Managed the quality review process for 4 assigned advocates.
- Raised the quality scores of 2 advocates so that they graduated from having their cases reviewed by me.
- Reviewed and analyzed an average of 50 executive complaint cases a month for adherence to Bank quality standards.
- Promoted to Officer in 2012
- Consistently ranked in the top 25% of Quality Control Analyst's from across the country.
Candidate Info
8
years in workforce
4
years at this job
BS
Business Administration
Leadership
Assistant Vice President Operations
Extensive field experience including reliable day-to-day operations abilities and exceptional administrative support for an aerospace credit union.
- Completely updated Frontline Operations manual within two months of obtaining position.
- Planned and organized employee seminars, securing speakers and introduced various financial operations training programs.
- First point of contact for any system errors acting as liaison between frontline and Network Service, streamlining system corrections as needed.
- Designed and maintained Disaster Recovery Plan for organization.
- Tested all operational system updates, updated procedure manuals, informing and training staff.
- Served as Interim Branch Manager for out of area branches
Candidate Info
14
years in workforce
1
year at this job
BBA
Finance
Education, Accounting
Assistant Vice President- Product Controller, High Yield Bank Loans
Responsible for daily profit/loss reporting for 5 High Yield Bank Loan traders. Instruments traded included: Par/Distressed Bank Loans, Collateralized Loan Obligations, Credit Default Swaps, LCDX Index Swaps, Total Return Swaps, MBS, ABS, Convertible Bonds, Futures, FX (Spot/Forwards/Swaps), Exchange Traded Stocks, OTC and Index Options. VAR analysis performed daily.
- Performed daily reconciliations between multiple systems, and verified prices.
- Created new loan products in ESM (Enterprise Security Master) and CATS front-end trading systems.
- Coordinated the booking of primary trades requiring trader/deal manipulations for High Yield/High Grade loans related to commitment increases/decreases generated by LOANIQ.
- Interfaced weekly with traders and senior management regarding new structured deals.
- Managed a staff of three.
Candidate Info
11
years in workforce
3
years at this job
BS
Finance
Assistant Vice President - Collateral Operations Manager
- Managed 15 Analysts who performed the daily OTC collateral operations process
- Approved and monitored up to 200 cash transactions daily in excess of $2 billion dollars
- Oversaw inter affiliate collateral transactions to ensure compliance with Regulation W rules enacted by the Federal Reserve Act
- Assisted with internal and external audits to ensure processes, procedures and controls were up to date and compliant with current rules and regulations
- Raised issues and implemented solutions to various risk items created due to system integrations, internal errors and general non-compliance
- Held weekly meetings to keep the team of analysts up to date with changes implemented, future enhancements and received feedback on their current challenges in day to day operations
- Helped remedy any escalations raised by clients due to discrepancies or general inquiries that needed assistance
Candidate Info
7
years in workforce
5
years at this job
BA
History
Accounting & Business Finance
Assistant Vice President, Asset Recovery Group
Oversaw financial analysis, strategizing with legal counsel, negotiating, risk rating credits, forecasting charge offs & recoveries.
- Analyzed and implemented workout strategies for risk rated conventional and SBA loans with aggregate exposure between $100K - $1.5M mitigating loss.
- Prepared and presented quarterly Round Table Reporting.
- Proficient in preparing SBA packages for repurchase.
- Negotiated credit terms, analyzed financial statements and structured transactions.
- Reviewed $97MM in loans & renewals representing 27% of total dollars; ranked #1 in the Group.
- Communicated credit policy and worked to resolve credit, documentation and other issues.
- As Team Lead led the Group to lowest year-end delinquency in 5 years.
- Assigned to special SBA credits to resolve monitoring and reporting issues.
- Wrote policy and procedures; worked on special projects as assigned; coached staff.
Candidate Info
26
years in workforce
2
years at this job
BA
Bachelor of Arts
Assistant Vice President, Benefits
Promoted to head the Benefits Department at the parent company of HR Dynamics, Inc.
- Managed a $6 million annual benefits budget and programs covering 2,400 employees.
- Oversaw administration of benefits programs including: Health and Welfare, 403(b), Pension Plan, Life, Disability, Professional Development and Tuition Reimbursement Plans.
- Trained and supervised staff of Benefit Administrators.
- Member of the negotiation team for key union contracts.
- Resolved complex employee relations matters, including FMLA, ADA, and Title VII.
- Collaborated with decision makers on compensation decisions.
- Negotiated with brokers to reduce costs on health, dental, disability and life insurance plans.
- Supervised the design and implementation of online electronic enrollment system, resulting in increased cash flow and efficiency, and decreased human error.
Candidate Info
10
years in workforce
4
years at this job
BA
International Relations
MBA
Master of Business Administration
Assistant Vice President
Assistant Vice President at ChinaVest - a leading merchant bank in China offering cross-border strategic development and financial advisory services for multinational corporations looking to enter or expand in the China market
- Reported directly to the Chairman & CEO
- Developed market entry and expansion strategies for multinational companies in the TMT, Automotive, and Fast Moving Consumer Goods sectors
- Led market research team focused on M&A and/or Joint Venture formation activities, executing strategic positioning studies and end-to-end business strategy recommendations to Executive Level stakeholders
- Jointly led deal team in the successful execution on a China based sell-side mandate for a Fortune 200 US corporation.
- Responsibilities included authoring investment memorandum, full pro-forma financial statement analysis, identification and quantification of potential synergies for strategic buyer, and lead on international marketing program
- Executed end-to-end market entry strategy for US heavy-duty truck parts manufacturer, narrowed potential partners from over twenty down to two, conducted due diligence, and resulted in the successful formation of a Joint Venture
Candidate Info
14
years in workforce
3
years at this job
BBA
Business Management
Assistant Vice President, Branch Manager
- Provided leadership and managed branch with $30M in assets, assuring profitability, growth, and sound operations.
- Facilitated daily huddles, concentrating on different facets of business. Ensured team was on board in exceeding customers' expectations with consistent execution of sales activities, targets, and strategies.
- Enhanced Customer Relationship Profitability Management (CPRM) program by identifying client's needs and referring opportunities to other lines of business, such as mortgage, investments, insurance, and commercial lending.
- Modeled internal and external customer service standards and coach employees, offering best customer service experience.
- Led region in commercial referrals, attaining new business relationships by building strong partnerships with commercial lender.
- Generated new business clients and retained existing relationships by organizing seminars / after hour gatherings to meet more potential clients.
Candidate Info
8
years in workforce
3
years at this job
BA
English Literature
MA
English Literature
Assistant Vice President, Quality Team Lead
- Managed staff of 16 employees
- Monitored day to day department functionality as it relates to completing quality reviews of the case completion presented by the Resolution Specialist population on the bank side.
- Partnered with and build day to day relationships with LOB partners to ensure calibration on all facets of the quality review process, policy and procedure requirements as well as anticipated potential scoring by our Post Audit partners.
- Acted a a content owner for Inline Quality with respect to procedure review and approval.
- Communicated with various levels of management and internal departments regarding inquiries related to the Inline Quality process.
Candidate Info
4
years in workforce
4
years at this job
BS
Political Science & English
MS
Master of Science
MA
Public Administration
Assistant Vice President
- Administered commercial clients' business banking depository needs; Managed a […] treasury portfolio
- Developed new business relationships for loan and deposit growth for the Lexington, Frankfort, and Georgetown markets
- Identified and qualified prospects to increase volume of business borrowers
- Oversaw sales of merchant processing services
- Conducted data analyses to determine best products and services for clients while improving bank profitability
Candidate Info
24
years in workforce
3
years at this job
BS
Finance And Investments
MS
Accountancy
MBA
Finance, Investments, And Real Estate
Assistant Vice President
- Recruited, developed, and managed 11 employees responsible for statutory and statistical reporting after the corporate finance function relocated from Massachusetts to Minnesota.
- Responsible for preparation and filing of quarterly and annual statutory financial statements, along with audited
- Served as primary contact for financial examinations conducted by state departments of insurance.
- Managed statistical reporting process (ISO, NCCI, state data calls, etc.) for a multi-line, commercial insurance
- Represented the department in a corporate restructuring project related to the sale of runoff business that involved
- Prepared and delivered multiple technical training sessions on insurance accounting and reporting to employees
Candidate Info
13
years in workforce
2
years at this job
Assistant Vice President
- Directed daily operations for a retail bank, including branch sales, business development, customer service, and credit analysis.
- Managed a region consisting of three branches with staff consisting of Branch managers, customer service representatives and tellers.
- Analyzed financial statements and pertinent information to determine creditworthiness of prospective customers.
- Counseled corporate clients and high net-worth individuals with regard to their borrowing needs.
Candidate Info
38
years in workforce
10
years at this job
BA
Biology And Psychology
MA
Public Health And Master Of Public Administration Joint Degrees
Assistant Vice President
- Created Enterprise Program Management Office to manage, monitor, and track more than 300 IT/enterprise projects with budgets of $875M. Model adopted by several HHC departments.
- Initiated and implemented first ever enterprise IT Governance model for managing and prioritizing 200+ annual project requests.
- Developed processes and reporting mechanisms, educating staff and management on use and importance of governance. Model adopted by other departments for use in managing projects.
- Aligned division with corporate goals and objectives, architecting multi-year IT Strategic Plan.
- Supervised team of 80+ employees and consultants for $40M deployment of Enterprise Human Capital Management (PeopleSoft) platform for 45K workforce.
- Managed staff of 35 associated with program management, communications, and training for $1.4B enterprise-wide Epic Electronic Health Record implementation.
- Established progressive training programs to focus on soft skills, business acumen, and technical expertise, including IT, team building, and work / life balance training.
- Founded Women and IT Community to fill a void and provide professional growth for women.
Candidate Info
9
years in workforce
2
years at this job
BS
Cultural Anthropology
MA
Community Agency Counseling
Assistant Vice President, Programs
Driving creative anti-poverty solutions within the agency programs of Child Welfare, International Foster Care, Disaster Relief, Refugee Services and Workforce. Creating operational plans and research pilots to advance overall agency strategy map to eradicate poverty in Tarrant County.
- Established non-existent Workforce services department
- Secured Praesidium accreditation for Child Welfare and International Foster Care departments
- Successful launch of new transitional living home for refugee youth
- Successful launch of new vocation program in Graham, Texas
- Increased International Foster Care program capacity by 50% in one year
- Secured a large-scale partnership with All Church Home/Our Community Our Kids to sustain Assessment Center funding for Child Welfare programs
Candidate Info
10
years in workforce
3
years at this job
BS
Business Administration
MBA
Finance And Financial Analysis
Business Development Assistant Vice President
- Contributed to $40mm in new revenue by helping financial advisors identify opportunities to increase wallet share.
- Supervised a team that oversaw the prospecting efforts of MWSM's western division.
- Oversaw onboarding process for new advisors recruited from competing broker/dealers.
- Participated in monthly training of Financial Advisor Associates at MSWM Global Headquarters.
Candidate Info
15
years in workforce
6
years at this job
Assistant Vice President
- Oversaw day to day operations for Document Execution as well as Foreclosure Department, providing monthly status reports and coordinating with various company departments, investors and insurers
- Directly managed a team of first-line managers and indirectly managed two or more teams of foreclosure associates
- Responsible for the direction, training, and development of subordinate team managers
- Directed, motivated and evaluated staff personnel as necessary, providing guidance for staff and enforcing company policies, including counseling and dismissal where warranted
- Oversaw staffing, allocated and coordinated resources, and handled all personnel related issues
- Developed, implemented and managed monthly reports to senior management on portfolio status
- Developed budgets to meet future growth requirements consistent with company forecasts
Candidate Info
17
years in workforce
2
years at this job
AA
Management Information Systems
Assistant Vice President
Overall responsibility for client portfolios totaling over $40 million in annual revenue
- Led Relationship team that supported Credit, Debit, Fraud, ATM and Loyalty Products
- Key participant in client renewals, negotiating SLA's, pricing and other contract details
- Restructured Operations organization to address business needs and improve efficiencies
Candidate Info
14
years in workforce
14
years at this job
BS
Marketing & Management
MBA
Business & Finance
Advanced Commercial Lending
Assistant Vice President - Commercial Markets & Community Development Lending
- Senior Transactor responsible to review and decision all new/existing credit requests from bank referral sources and existing clients. Managed a credit portfolio of government guaranteed and nonprofit relationships.
- Managed a loan team with particular emphasis on government guaranteed loans and Taxi Medallion financing.
- Consistently received top ratings based on new business and cross-sell.
- Established a proactive business development program toward the Home Health Care Agencies.
- Participated in various technical assistance seminars provided by [company name] and other partner groups.
Candidate Info
33
years in workforce
3
years at this job
BS
Business Administration / Finance
Assistant Vice President/branch Financial Advisor/financial Solutions Advisor
- Dramatically improved banking and investment relationships with high net worth customers
- Excelled in identifying customer goals and selecting appropriate business strategies to meet client needs
- Built dynamic partnerships with internal business partners through one-on-one and team meetings, resulting in a 20% increase in investment accounts
- Increased bank revenue by opening checking, savings, IRA, and CD accounts
- Received several awards for excellent sales achievement and team building skills
- Secured over […] in investment accounts within first year
Candidate Info
15
years in workforce
8
years at this job
BA
Social Science
Fixed Income Officer, Assistant Vice President
- Provide sales support and portfolio management for corporate clients
- Trading of Fixed Income securities, such as U.S. Treasuries, Agencies, Corporate Paper and Bonds, as well as FDIC Insured bank products
- Manage company-wide pricing of Municipal Deposit products and bidding for Municipal Certificate of Deposit business
- Developed and maintained contacts with various broker/dealers for deposit business, resulting in deposits exceeding $400 million
- Produced daily mailing of Fixed Income market opportunities for internal and external bank clients
- Assisted in production of company-wide training programs
Candidate Info
5
years in workforce
1
year at this job
BS
Marketing
MBA
International Management
Assistant Vice President
- Managed multiple different employees with the goal of customer acquisition and high customer service abilities
- Developed detailed business plans for district of 12 branches
- Training Instructor for sales and service employees
- Led office to highest sales and service honors in the region (Human Sigma 6)
- Creating reports for both sales and service responsibilities for district of 12
- Leading the region in mortgage, home equity and new customer acquisition.
Candidate Info
13
years in workforce
1
year at this job
BS
Business Administration
MBA
Master of Business Administration
Assistant Vice President
- Achieved 150% of sales performance goal and ranked in top 10% of the California region
- Governed overall management of the branch
- Provided leadership for the branch, acting as a strategic business manager, coach, motivator, and goal setter
- Direct, motivate, and develop employees
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