Adam P Finley
Finley,Adam P
- Role
- Trainer, Subject Matter Expert at UBS
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Adam P Finley
Reliable and accountable professional with a significant history in both face-to-face and…
Experience
Trainer, Subject Matter Expert
Mar 2023 — Present · Nashville, TN, US
Team trainer and quality mentor, subject matter expert focusing on process and procedure pertaining to account management including estate processing, trust solutions, corporate business solutions, custodial and retirement planning. Volume forecasting, systematic troubleshooting liaison with tech platforms, trade settlement and clearance
Education
East Carolina University
Bachelor of Science (BS)
1989 — 1997
Millbrook HS
HS Diploma
1987 — 1989
Skills
- Mortgage Lending
- Refinance
- Leadership
- Residential Mortgages
- Mortgage Banking
- Account Management
- Finance
- Fha
- Business Development
- Loan Origination
- Crm
- Customer Relationship Management (Crm)
- Loans
- Sales Management
- Relationship Management
- First Time Home Buyers
- Marketing
- U.s. Federal Housing Authority (Fha)
- Marketing Strategy
- Strategic Planning
- Salesforce.com
- Lead Generation
- Mortgage Industry
- Sales
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