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The sample below is for a Tax and Banking Management Resume. This resume was written by a ResumeMyCareer professional resume writer, and demonstrates how a resume for a Tax and Banking Management Candidate should be properly created. Our Certified Professional Resume Writers can assist you in creating a professional document for the job or industry of your choice.

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Experienced and innovative Tax and Banking Management professional with a proven track record in managing business operations while ensuring fiscal success on a large scale while driving brand growth and improving lending/credit administration. Experienced leader recognized for building strong client and customer relationships while leveraging excellent negotiating skills to achieve brand success. Respected business manager with extensive experience in the banking industry adept at identifying emerging trends and financial opportunities.

Core Competencies
Business Development • Banking Management • Brand Development • Market Trends • Forecasting • Negotiation Strategic Analysis • Communications • Analysis & Planning Budget Development & Adherence • Business Analysis Process Streamlining • Customer Relations • Operations Improvement • Profit & Volume Growth • Brand Analysis
Consumer / Small Business / Commercial / Agricultural Lending • Solutions Focused • Lending Strategies

H & R Block, Kansas City • MO 2009 – Present
Tax Professional / Office Manager
Manage a staff of up to 18 tax preparers and set all workforce scheduling and personnel conflicts to a workable resolve. Ensure that customer service and support are key targets when marketing all H&R Block products and services to clients. Oversee all filed tax return information via Rapid Refund Program.
Key Highlights:
• Effectively manage all customer inquiries and complaints and ensure a mutual resolution that focuses on Customer service and support.
Brotherhood Bank & Trust, Kansas City • KS 2006 – 2009
Assistant Vice President, Consumer Loan Officer
Provided training of computer programs for consumer and mortgage lending to personal bankers and provided counseling to consumers in loan products. Effectively underwrote all consumer loans and reviewed loans for classification and risk ratings. Reviewed consumer loans for classification and risk ratings. Successfully established new small business lending unit and served as SBA lender for small business.
Key Highlights:
• Served as credit analyst for small business loans, recommended structure, terms, cash flows analyst, collateral values, risk rating and determined if recommendations were in line with bank policies/procedures.
Bank of Blue Valley, Overland Park • KS 2004 – 2006
Mortgage Loan Originator / B2B Operations Manager
Fostered and maintained key relationships with community realtors for garnering referrals in identification of potential homeowners with interest in VA, FHA, and conventional loans. Oversaw loan origination processes and determined compliance with purchasing bank’s policies/procedures and Blue Valley’s policy. Oversaw all Mortgage Compliance Policy development and training initiatives ensuring all procedures were carried out according to regulatory compliance and banking standards. Effectively monitored monthly financial statements and made recommendations to Sr. V.P. where improvements could be made. Monitored laws in states where Bank of Blue Valley did business. Successfully trained mortgage originators in VA lending.
Key Highlights:
• Successfully closed $7.8MM in loans within a 12-month period.

Bank Midwest NA, Kansas City • KS 2003 – 2004
Mortgage Loan Officer
Provided lending expertise and training seven branches that included all personnel within those lending departments. Ensured regulatory compliance with purchasing bank’s policy and Bank Midwest policy.
Key Highlights:
• Successfully closed $17.8MM in loans within 12-month period.

Wells Fargo Home Mortgage, Kansas City • MO 2003 – 2003
Home Mortgage Consultant
Fostered strong and sustainable relationships with realtors for a source of referrals and identified potential homeowners with interest in VA, FHA, and conventional loans with all monthly goals and objectives consistently achieved.
Key Highlights:
• Number one lender in terms of purchases for the Kansas City area.

(Details available upon request)

Worked as Brand Manager, Director – On Premise Marketing, Regional Sales Manager District Sales Manager at Midwest Heritage Bank, Chariton, IA; Senior Account Officer at CoBank ACB, Omaha, NE; Comptroller of the Currency at the United States Treasury, Sioux City, IA


Graduate Program – 3 years
Colorado School of Banking, Boulder • CO

BS, Economics
University of Nebraska, Lincoln • NE

Problem Loan Strategies Course – Robert Morris and Associates

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