1. Sean Lloyd
17171 Roscoe Blvd., Apt. B110, Northridge, CA 91325 • seanlloydster@gmail.com • 714-316-4811
FINANCIAL ANALYST
Detail-focused banking professional with a Master degree in Accounting and Financial Management combined with hands-on
experience delivering results and managing key functions for financial institutions and businesses.
 Strong skills in key areas, including calculation of present value and net present value, and ledger balancing.
 Background includes collaborative and leadership roles for high-profile companies, as well as entrepreneurial
positions including ownership of a successful business.
 Computer skills: MS Office (including Excel and PowerPoint) & SharePoint
EDUCATION & CERTIFICATIONS
Master of Accounting & Financial Management – Keller Graduate School of Management 2014
 Coursework included classes in Managerial Accounting, Intermediate Accounting I, II&III, Federal Taxes and Management
Decisions, Accounting and Finance: Managerial Use and Analysis, External Auditing, and Business Law: Strategic Considerations
for Managers
Bachelor of Arts in History – American University, Washington, DC
Advanced Certificates in MS Excel & PowerPoint
PROFESSIONAL EXPERIENCE
Bank of America, West Hills, CA January 2012 to Present
ASSISTANT VICE PRESIDENT/BANKRUPTCY SPECIALIST (April 2014 to Present)
FORECLOSURE SPECIALIST (January 2012 to April 2014)
Ensure foreclosed homes proceed to sale through review of next day sales; calculate refund amounts for clients in bankruptcy
and prepare validations for bankruptcy motions for relief. Communicated with attorney offices to gather key documentation,
including endorsed notes, assignments of mortgage, mortgages, and plan ledgers. Conduct research to uncover errors and
omissions in loans for U.S. Office of Comptroller of the Currency.
▪ Recognized with Gold Award for loss mitigation review for Article IX loans for OCC 60-day review.
▪ Selected for Silver Award for positive attitude and drive; singled out for successes with escrow true-up, AOC
remediation loans, and MFR document validation.
▪ Earned strong performance reviews for completing all assignments according to schedule and mitigating company
risks by submitting error-free work.
Tax Resolution Services, West Hills, CA February to October 2011
CASE SPECIALIST
Consulted with clients on tax issues, providing solutions to achieve filing and payment compliance; also advised on bank and
wage-levy matters. Prepared detailed financial statements for IRS for use in negotiation of installment agreements. Obtained
client account and wage and income transcripts from IRS.
▪ Secured positive results through expert negotiation, including elimination of $9K in taxes owed for one client.
▪ Reduced a separate client’s taxes owed from $90K to $20K.
Edward Jones, Long Beach, CA February 2008 to July 2010
BRANCH OFFICE ADMINISTRATOR
Spearheaded daily operations of branch serving 150 clients, with focus on providing a high-quality experience that catered to
individual needs and situations. Processed trades and other transaction, handled account openings and closings, and planned
and directed execution of client events. Drove marketing and advertising programs and initiatives to promote offerings and
boost branch profile.
▪ Achieved 95% customer satisfaction rate by overseeing staff in delivery of personalized and attentive service.

2. ▪ Consistently exceeded performance target—In areas such as customer service and consistency and accuracy of work
—set by upper management.
Sean Lloyd • seanlloydster@gmail.com • 714-316-4811 • Page 2
Omni Mortgage Group, Lake Oswego, OR September 2005 to September 2007
FOUNDER & OWNER
Built new company from the ground up, including development of business plan, marketing, and management of all finances.
Met with clients prepared customized mortgage solutions according to individual needs and goals. Collaborated with
appraiser and title companies to expedite paperwork.
▪ Managed successful start for business, bringing in $75K in revenue for the first year.
▪ Delivered critical assistant and expertise to challenging customer base, primarily of clients who had a bankruptcy on
their credit reports.
AIG Sunamerica, Woodland Hills, CA February 2001 to July 2005
SENIOR TRANSFER SPECIALIST (June 2003 to July 2005)
TRANSFER SPECIALIST (February 2001 to June 2003)
Ensured accuracy of multimillion-dollar external transfer through oversight of processing—monitored and corrected errors
and handled special requests. Coordinated interdepartmental communications, served as liaison to vendors, and worked
extensively with agents, and financial institutions.
▪ Successfully managed key financial transactions and processes, including applying checks with accounts and placing
percentages with variable annuity accounts.
▪ Recognized with several honors and awards for performance, including multiple “perfect quality” performance
scores.
▪ Earned promotion to senior position due to outstanding performance, customer service, and expertise in financial
services operations.
PROFESSIONAL AFFILIATIONS
National Society of Leadership and Success