Business Broker Cover Letter

Please consider me for the business broker opportunity. I am including my resume that lists my qualifications and experience.

In the previous role, I was responsible for decision support services to management with respect to updating and interpreting accounting and financial data for the Broker Dealer; recommends alternative solutions to problems.

Please consider my qualifications and experience:

• Create and maintain appropriate design documentation and requirements for developers
• Prepare documentation as assigned by a project manager or leaders
• Assist with the integration and functionality of all software systems used within ACE or ORI to maximize technical environment and create a sustainable data/reporting framework for delivering data to users
• Work with departmental directors, unit managers, SOM and DUHS leadership/administration, and appropriate research personnel to prepare requested reports
• Demonstrates a willingness to accept new or additional responsibility
• Assist with defining functional specifications of software systems or underlying data structures
• Maintain relevant and current knowledge regarding the reporting applications, databases, and operating systems related to clinical research reporting
• Understands the role of ACE and ORI in the overall corporate strategy and planning, and helps set objectives that are aligned with this role

I would like to submit my application for the business broker opening. Please accept this letter and the attached resume.

Previously, I was responsible for advice to the Business on financial crime risks and controls, including new products;.

Please consider my qualifications and experience:

• Proven track record of strong new business development
• Experience with <100 market
• Knowledge of Group Products
• Wholesale Sales / Ops management experience of people and processes
• Thorough understanding of residential lending including Retail, Wholesale and Correspondent origination practices
• Contemporary knowledge of regulatory compliance requirements
• Excellent critical thinking, problem solving and exercising sound judgment
• Creative, energetic and passionate for the customer

I would like to submit my application for the business broker opening. Please accept this letter and the attached resume.

Previously, I was responsible for direction to the Enterprise AML Compliance Operations team on escalations and/or investigations related to Broker Dealer and Investment Advisory customers.

Please consider my experience and qualifications for this position:

• Achieve a balance between individual, departmental and organization needs
• Deliver data according to honest broker workflow and compliance/privacy terms
• Actively participate in Duke or external (CDRN) workgroups pertaining to the Honest Broker job function
• Actively contribute and work collaboratively to improve the policies and procedures that influence the data request process Honest Broker program at Duke
• Previous experience as a real estate broker
• Alabama Real Estate Broker License
• Knowledge of financial statements and credit assessment skills
• Demonstrable relationship management experience preferably within a B2B environment

Please consider me for the business broker opportunity. I am including my resume that lists my qualifications and experience.

In the previous role, I was responsible for guidance to the Broker Dealer and Investment Advisory businesses on KYC, new products, and other Policies and Standards.

Please consider my experience and qualifications for this position:

• Experience in coaching and mentoring staff/people management
• Health Insurance Sales experience
• Identify opportunities to gain efficiencies in business processes and procedures
• Strong in business sense and having extensive networking with brokers
• Applies basic knowledge in technical underwriting
• Applies basic knowledge in treaty/reinsurance technical knowledge
• Leadership skills, dynamic, focus on customer orientation
• Certified AAMAI or equivalents are advantages

I submit this application to express my sincere interest in the business broker position.

In my previous role, I was responsible for operational, strategic and consultative services to the Managing Director (MD) of Broker Distribution and Marketing.

Please consider my qualifications and experience:

• Proficient use of IT supporting tools such as SalesForce CRM, G Suite applications, tablets, smartphones and confidence in interacting via webinars, living on video applications, virtual meeting tools, business applications
• Strong analytical, quantitative and problem solving skills – solutions oriented
• Experience in working as part of a cross-functional team able to work independently on multiple projects simultaneously
• Corporate Distribution Product range knowledge
• Reasonable educational standard
• Willingness to work and provide cover as a team
• Experience with CRM packages strongly preferred and demonstrate technical aptitude to learn other systems proprietary systems
• Good verbal and writing skills for complex communications with clients, markets and GC colleagues