Shoreh Ghods
Banking and Financial Services Professional
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About
Results-driven banking and financial services professional with 10+ years of experience managing commercial and consumer portfolios, driving lending growth, and building high-value client relationships. Proven success in financial analysis, credit structuring, and portfolio management. Strong operational and leadership skills with the ability to optimize processes and enhance client retention. Fluent in Farsi.
Experience
Executive Administrative Assistant - Summit International - Sugar Land, TX
(2024-05)
- Manage complex executive calendar, coordinating meetings, travel, and events to optimize CEO productivity and priorities
- Collaborate with senior leadership, clients, and external partners to streamline communication and decision-making
- Anticipate executive needs and proactively resolve issues to ensure seamless daily operations
Tax Preparer - Ernest Garza, CPA - Houston, TX
(2024-01)
- Prepare and file federal and state tax returns for individuals and small businesses, ensuring full compliance with tax regulations
- Analyze financial documents to identify deductions, credits, and tax-saving opportunities
- Maintain strict confidentiality while managing sensitive client financial data
Financial Relationship Consultant - Regions Bank - Houston, TX
(2020-01 - 2022-02)
- Managed a portfolio of 100+ commercial and consumer clients, delivering tailored credit, deposit, and treasury solutions
- Conducted detailed financial analysis to assess liquidity, cash flow, and borrowing capacity
- Structured lending and deposit strategies while ensuring compliance with banking regulations and risk policies
- Strengthened long-term client relationships, contributing to portfolio growth and retention
Senior Relationship Banker - MUFG Union Bank - San Diego, CA
(2016-05 - 2018-06)
- Managed consumer and small business accounts totaling approximately $5M in deposits
- Originated over $2M in mortgage loans and $1M in HELOC and equity-based products
- Acquired and onboarded 80+ small business clients, driving revenue growth and client retention
Senior Relationship Banker - Opus Bank - San Diego, CA
(2014-03 - 2016-04)
- Generated 60+ new client relationships and closed 30+ high-value credit lines and loans
- Built and maintained strong business relationships to drive deposit and lending growth
- Oversaw branch operations in the absence of management, including audits, cash handling, and customer relations
Business Specialist Banker - Wells Fargo Bank - Houston, TX
(2010-06 - 2014-02)
- Managed and grew relationships with business clients generating $5M–$20M in annual revenue
- Delivered tailored banking solutions including lending, treasury, and deposit services
- Recognized as Pinnacle Award Winner for Q2, Q3, and Q4 in 2013
