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Click here or scroll down to respond to this candidateCandidate's Name
Louisville, Kentucky (xxx) xxx-xxxxEMAIL AVAILABLESUMMARYExperienced professional with 10+ years of sales experience rendering financial services to clients, utilizing attention to detail, ethical decision making, and high-level marketing strategies. Seeking to transfer advanced financial knowledge to a successful career in Mortgage Lending.SKILLS Sales and Marketing Strong customer service acumen Financial Analysis Attention to Detail Client financial advisement High performance sales Exceptional oral and written communication Efficient in Contact Management Mortgage Lending Follow-upEXPERIENCENOVEMBER 2019 TO PRESENTACCOUNT SERVICE REPRESENTATIVE BANKER/LOAN ORIGINATOR AND PROCESSOR LIBERTY FINANCIAL, NORTWESTERN REGIONAL OFFICES IN KENTUCY, INDIANA, TENNESSEE Managed customer financial accounts and records. Primary account service representative. Met regularly with clients to determine their banking and financial needs. Enrolled clients into financial products which aligned with their financial planning goals. Processed all client documentation ensuring accuracy. Maintained a working knowledge of services, guidelines, policies, and procedures. Opens and closes branch operations in absence of branch manager. Oversaw application processing through closing. Interview clients to determine their financial needs.Accomplishments: Exceeded loan origination goal every month since joining the organization. AUGUST 2016 TO NOVEMBER 2019INDEPENDENT FINANCIAL ADVISORAMERICAN EQUITY INVESTMENT CORPORATIONProvided dedicated financial planning which evolved with clients. Acted in the best interest of all clients. Interviewed clients to provide personalized client services to meet their needs. Managed client portfolios for securities. Took the time to understand where clients were (debts, assets), and where they wanted to go (goals) before creating a plan specific to their needs and desires. AUGUST 2016 NOVEMBER 2019SUBSTITUTE TEACHERJEFFERSON COUNTY PUBLIC SCHOOL (JCPS) /OLDHAM COUNTY, KENTUCKY Followed lesson plans provided by the assigned teacher. Ensured the safety of all students. Effectively managed the classroom. Maintained a clean and orderly classroom. Contributed to student growth and advancement. 2EDUCATIONMBA, INDIANA WESLEYAN UNIVERSITY- 2004BA PSYSCHOLOGY, UNIVERSITY OF LOUISVILLECOMPUTER SOFTWARE Contact Management software-sales force Windows/Microsoft Office suite; Word, Excel, PowerPoint Google suitePROFESSIONAL MEMBERSHIPS & LICENSES Ambassador for the Greater Louisville Inc., Metro Chamber of Commerce for over 10 years and chaired the committee in 2005. Former Series 7 General Securities Representative Certified Notary Public Series 63 License Held Life and Insurance License |
