Joseph Herrera - Financial Advisor Resume Simple
A highly motivated financial professional with over 10 years of experience in the financial services industry. I have a proven track record of success in the areas of finance, and sales.
  • account receivable, training, management, accounts receivable, risk management, satisfaction, account payable, accounts payable, solutions
  • administrative, analytical, management, human resource, hr, operations, resource management, recruitment
  • 2017-12-252017-12-25

    Financial Advisor


    • Performed accounts receivable, accounts payable, and management of the company‚Äôs account and provided training to the staff on the use of the system.
    • Performed analysis and training of new hires on the accounting system and procedures. Assisted in the development of the department's credit policy and procedures.
    • Conducted quality assurance reviews and provided feedback to improve performance and customer satisfaction. Provided insight and recommendations to improve the overall risk management process.
    • Increased the number of loan applications by 50% and improved the account receivable process by implementing a new account payable system.
    • Recommend solutions to meet clients' financial goals and objectives. Also, responsible for the development of a plan to achieve their financial goals.
    • Managed a team of five professionals and provided financial advice to clients. Worked with the client to develop a plan to achieve their financial goals.
  • 2017-12-252017-12-25

    Project Office Manager

    Regions Bank

    • Managed Human resource functions including recruitment, performance reviews, and employee development. Developed and maintained a strong working relationship with the department of labor.
    • Responsible for HR management, administrative, and project management functions. Managed the development of a new software program for the company.
    • Provided analytical support to operations managers and project managers. Analyzed and reported on cost variances. Developed and implemented a new process to track and report on the financial performance of the projects.
    • Coordinated and managed the development of the project team. Implemented and maintained the program. Developed and implemented a new process for the execution of a new system.
    • Assisted in the development of the project scope and resource plan. Responsible for the development of the annual program and department goals.
    • Assisted in the development of a new system for the department of labor. Implemented a new process to track and report on the performance of the program.