Farbod PasdarShirazi
Newport Beach
Summary
Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.
Overview
6
6
years of professional experience
Work History
Relationship Banker
Bank Of America
10.2021 - Current
- Up-sell with additional products and services to existing customers.
- Prospect clients by utilizing cold calling to average 50 calls per week, exceeding target of 60.
- Built strong relationships with customers and the community, contributing to the financial center exceeding FY24 Q4 sales goals by 109%.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- 35 client referrals to Mortgage loan officer in Q1 FY25 exceeding the goal of 24
- Collaborated with Home loan advisors to generate leads and secure new deals, exceeding the Q4 FY24 goal by 140%
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Built relationships with customers and community to establish long-term business growth.
- Increased weekly sales by 120% with deepening relationship and advising clients on credits and deposit accounts.
- Solved customer challenges by offering relevant banking products after discovering their financial needs.
- Worked with the branch manager to facilitate relationships with new clients, resulting in new business and increased revenue.
Underwriter
Your Finance Partners
02.2021 - 06.2021
- Underwrote and analyzed a portfolio of up to 10 loans per month, ranging from $50K to $1M.
- Built strong relationships with business customers and developed a reputation as a trusted advisor, contributing to the retention of high-value customers.
- Collaborated with sales teams and relationship managers to review loan applications and structure deals to meet customers' needs.
- Made approval and denial recommendations by determining accurate risk levels.
- Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
Account Executive
Finance IT Forward
11.2019 - 02.2021
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Maintained strict confidentiality of bank records and client information.
- Assisted senior-level credit officers with complex loan applications.
- Submitted loan applications to underwriter for verification and recommendations.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
Education
Associate of Arts - Business Administration And Management
Irvine Valley College
Irvine, CA06.2022
High School Diploma -
University High School
Irvine, CA06.2018
Skills
- Adobe software
- Powerpoint
- Word
- Salesforce
- Business Development
- Expert in customer relations
- Strong organization
- Critical Thinking
- Customer service expertise
- Fluent in Farsi(Persian)
- Relationship building and management
Timeline
Relationship Banker
Bank Of America
10.2021 - Current
Underwriter
Your Finance Partners
02.2021 - 06.2021
Account Executive
Finance IT Forward
11.2019 - 02.2021
Associate of Arts - Business Administration And Management
Irvine Valley College
High School Diploma -
University High School
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