Significant AI Trends for the Financial Industry in 2024 and How to Utilize Them
finance, real estate, banking
1.
2. • Risk Management
• Account Management
• Loss Mitigation
• Portfolio Management
• Mortgage Compliance
• Relationship Management
An experienced Finance Professional with strengths in
effective communication, project management, financial
analysis and business development. Experience and skills
include:
6. • Maximized value and mitigated loss by
managing a portfolio of mortgage loans with
130-150 residential and commercial
properties
• Negotiated a suite of service options on
distressed mortgages
• Analyzed financial statements
• Expanded business accounts
• Originated mortgage loans
• Investigated financial accounts
7.
8. • Stabilized neighborhoods, kept children in schools, and
provided homeowners the opportunity to re-build
substantial equity
• Provided ongoing stability and prevented further
disruption to homeowners, the financial markets, and
banking system
• Determined creditworthiness and closed up to $2 million
in commercial loans on a consistent basis
• Earned the company $3.7 million in financial sales
• Contributed to breaking company record of $41 million in
funded loans
• Uncovered discrepancies saving clients and company
over $7 million in revenue
9. • Intelligence, natural curiosity,
and a desire to learn
• Putting it all together: Wisdom
and Interpretation
• Marketing & Sales skills
• Analytical and logical
approach to problem solving
• Creditability through
knowledge