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Philip Daniel Lopez

35 Campbell Ave SW Apt M01, Roanoke VA 24011

(434) 390-4419

Experienced in finance and procurement with a record of productivity and efficiency.
Advanced knowledge of banking and procurement, as well as developing relationships
between clients and businesses. Exceptional written and oral skills along with a
certified knowledge base of Microsoft Office. Extremely organized with gathering and
preparing and documenting sales data. Works great in a team setting, but can also
successfully oversee projects independently, or as a team lead.
Project Leadership Market Research Risk Management
Partner Referrals Pricing Analysis Computer Proficiency
Procurement Planning Budgeting/Financial Analysis Project Planning
Sumerel Training, Salem VA May 2012- January 2014
Procurement Specialist
- In charge of procuring orders from international and domestic customers
- Conducted detailed market research for engineers
- Utilized Excel spreadsheets to maintain a constant, up to date database including
all clients and suppliers
- Worked with Market Segment Representatives and owner to develop
commission scales
- Met with manufacturers to organize and implement different target pricing
- Analyzed previous sales data to achieve new pricing scale
- Maintained incoming orders through email, ecommerce store, fax and phone
- Coordinated all packing slips with corresponding quotes and contracts
- Maintained constant communication between vendors, suppliers and customers
- Prepared sales and inventory data for budget analysis
- Constantly maintained all accounts with logistics companies and oversaw all
shipment tracking
- Provided clients with current product lists
- Developed new spreadsheets for inventory lists

Philip Daniel Lopez
35 Campbell Ave SW Apt M01, Roanoke VA 24011
(434) 390-4419

Wells Fargo, Roanoke VA July 2010 January 2012
Personal Banker
- Opened and maintained numerous types of accounts for customers and business
in the Roanoke Valley
- Provided partner referrals for qualifying customers for insurance products,
mortgages, investments, and special accounts
- Specialized in partner referrals with investment team for large accounts
- Handled all aspects of customer service for the branch
- Helped in the training of new employees
- Constantly sought out new accounts and relationships with customers and
businesses to meet weekly and monthly branch quotas
- Updated and maintained large funding databases for personal customers
- Oversaw financial document writing
- Gathered and prepared all loan documentation for consumer loans, credit cards
and mortgages
Roanoke College, Bachelor of Business Administration, May 2009
Major: Business Administration
Awards and Achievement
Phi Theta Kappa International Honor Society, Member, 2006-2009
- Maintained a minimum of 3.2 cumulative GPA each semester
Currently hold an active Federal Secret Security Clearance issued by the
Department of Defense.