Real-Resumes for Financial Jobs
Editor Anne McKinney

                 

A book designed to be the best friend of those who want to enter, advance in, and change jobs in one of the hottest industries in the 21st century: finance. The best way to enter a new industry is to look and sound as though you “belong” in the field, so there are resumes to help the career-minded find their first job in the financial world. Other resumes help the financially astute professional advance in the field. You’ll find job titles such as these in this book designed to help those who want to move in this hot field of opportunity: auditor, financial services consultant, investment banker, commercial banker, bookkeeper, commercial loan specialist, data entry operator, controller, chief financial officer, budget management specialist, business analyst, business services manager, accounts receivable specialist, insurance adjuster, funds transfer analyst, loan officer, mortgage consultant, real estate broker, revenue field auditor, accounting manager, staff accountant, tax auditor, teller supervisor, training operations manager...and many others!

“If you want to enter the field of finance or advance in the industry, you don’t need just any resume book. You need an industry-specific book. You will love this book targeted specifically to the financial field. Every resume and cover letter we put in a Real-Resumes Series book has been tested and proven in the real job market. Don’t play games with your career. Your choice of a resume book is one of the most important career decisions you will ever make.”
—Anne McKinney, editor

"Distinguished by its highly readable samples." - Library Journal

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Table of Contents
Introduction: The Art of Changing Jobs 1


PART ONE: Some Advice About Your Job Hunt 4

Step One: Planning Your Job Hunt and Assembling the Right Tools 4
Step Two: Using Your Resume and Cover Letter 6
Step Three: Preparing for Interviews 9
Step Four: Handling the Interview and Negotiating Salary 11
Researching Companies and Locating Employers 13

PART TWO: Cover Letters For Hunting 17
Sample cover letter and resume showing “companion” documents 18
The Anatomy of a Cover Letter 20
Six Questions Job Hunters Ask About Cover Letters 22
Question 1: What is the “direct approach?” 22
Question 2: If I want to “drop a name” in a cover letter, what’s the best way? 23
Question 3: How do I apply for internal openings? 24
Question 4: How do I e-mail or fax my resume? 25
Question 5: How do I resign—gracefully? 26
Question 6: How do I resign—gracefully? (Another letter of leavetaking) 27

PART THREE: Students Seeking To Enter The Financial Field 29
Accounting major (Page Jasanoff) 30
Economics major, concentrations in Banking and Finance (Daryl Urbanowicz) 32
Economics major (Elizabeth Adams) 34
Finance major (David Yuen) 36
Finance major (Ming Kao) 38
Trust Management major with minor in Financial Planning (Liam McDonald) 40

PART FOUR: Junior Financial Managers 43
Accounting Manager (Orietta Hallock) 44
Account Manager (Elizabeth Hyland) 46
Accountant (Joan Mackler) 48
Accountant (Catherine Dabbs) 50
Accountant (Patricia Meyer) 52
Accountant (Jennifer Nicols) 54
Adjuster, Auto Damage (Daniel Naidoo) 56
Auditor, Worker’s Compensation (Winston King) 58
Banking Representative (Robert Colt) 60
Banking Services Manager (Kerry Zaeske) 62
Billing and Collections Manager (Casey Jones) 64
Bookkeeper (June Chan) 66
Bookkeeper (Helen Read) 68
Business Manager (William Wright) 70
Buyer (Charles Jefferson) 72
Cash Audit Specialist (Claire Stevens) 74
Certified Government Financial Manager (Douglas Simmons) 76
Controller and Finance Manager (Roger Rose) 78
Controller (Avery O’Farrell) 80
Controller (Owens Kober) 82
Credit Manager (Phillip Harris) 84
Credit Union Branch Manager (Suzanne Newton) 86
Credit Union Sales Representative (Dawn Grass) 88
Data Processing (Marissa Stone) 90
District Manager (William Henry) 92
Financial Advisor (Michael Kehoe) 94
Financial Advisor and Branch Manager (Henry Wadell) 96
Financial Analyst (Tracy McGrady) 98
Financial Consultant (Hugh Dudley) 100
Financial Consultant (Richard Beers) 102
Financial Consultant (Chris Drew) 104
Finance Manager, Automotive Industry (Karen Fox) 106
Finance Manager, Automotive Industry (Oscar Pinkus) 108
Financial Services Representative (Linda Daum) 110
Funds Transfer Securities Assistant (Nora Priest) 112
Human Resource Coordinator, Wage and Salary Specialist (Cynthia Hickman) 114
Insurance Agent (Jonathon Ogden) 116
Insurance Agency Manager (Scott Goidel) 118
Insurance Agency Manager (Matthew Weiss) 120
Loan Originator (Petra Higgs) 122
Loan Processor (Christine Wynne) 124
Loan Specialist (Thomas Miller) 126
Medical Accounts Manager (Katie Eubanks) 128
Mortgage Consultant (Nimrod Frazer) 130
Mortgage Loan Originator (David Smith) 132
Property Manager (Dianne Jones Weaver) 134
Purchasing Manager (Benjamin Brainerd) 136
Purchasing Manager (Dean Hardwick) 138
Real Estate Appraiser (George Eddy) 140
Regional Manager (Scott Stanley) 142
Revenue Field Auditor (Simon Lazarus) 144
Sales Finance Relationship Manager (John Ginman) 146
Senior Claims Representative (Elizabeth Fair) 148
Senior Personal Banking Officer (Tonya McDowell) 150
Senior Purchasing Manager (Robert Rountree) 152
Site Freight Coordinator (Pedro Palacios) 154
Teller Supervisor (Elizabeth Brewster) 156
Underwriter and Loan Officer (John Miller) 158

PART FIVE: Senior Financial Managers And Executives 161
Assistant Vice President, Consumer Banking (Jason Vetter) 162
Chief Executive Officer (Vincent Trossbach) 164
Chief Financial Officer (Ashish Gupta) 166
Controller (Michelle Bazaldua) 168
Cost Reduction Manager (Douglas Atkinson) 170
Credit Card Vice President (Denford Hanby) 172
Division Controller (Harold Hafner) 174
Senior Vice President (Robert Dran) 176
Vice President (Anne Wade) 178