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Click here or scroll down to respond to this candidateCandidate's Name
Shows strengths in overall management. History of personal data entra and trend monitoring, years of money handling and banking experience. Earned development in client relationship building and nancial planning and services. Is a bilingual, well versed corporate professional with 5+ years of in- eld, hands on project planning, recruiting, and management with knowledge of client communications, and customer retention.7979 Skillman StDallas, TX 75231PHONE NUMBER AVAILABLEEMAIL AVAILABLEWork ExperienceCottonwood Financial Lead Finance ManagerGlobal HD LLC District Operations ManagerLaurent Abitbol LLC State Farm Agent Administrative Assistant 11/2022 to Present, Plano, TexasResponsible for ensuring credit worthiness by processing loan applications and documentation within specied limits. Must interview applicants to determine nancial eligibility and feasibility of granting loans. Determine all applicable ratios and metrics and set up debt payment plans. Handle condential information, process debit and credit card transactions, and refunfunding of high prole accounts. Ensure all legal documentation is signed and logged, educates clients on legally binding contracts, disclosing interest rates per Texas compliance laws, undergoes quarterly training and compliance courses. Grew oce in average principal and new client goals. Trained and monitored Assistant Finance Managers in their daily tasks and responsibilities. Kept in communication with corporate and operational departments. Advanced within rst year of employment.07/2020 to 11/2022, Plano, TXDirected the overall operations and held sole responsibility for the eectiveness and successful management of labor, productivity, quality control, safety measures, client recruiting, corporate email and report logging. served as a company representative on regulatory issues. Pushes thorough operational procedures, systems, and principles in all areas of chain supply management. Carries out supervisory responsibilities in accordance with company's policies and contractual laws - IE ensure all government tax forms are lled out correctly and kept up with throughout the duration of the client or contractors legal binding carrier contract.Cavalier Golf and Yacht Club Assistant Event Manager Aldo Sales Lead ManagerEducationOscar Smith High School Advanced DiplomaAccomplishments04/2018 to 05/2020, Norfolk, VirginiaDuties and responsibilities included: providing administrative support for the agent contracted with State Farm (L. Abbotbul) to ensure ecient operations of the oce. I supported my managers and their clients through a variety of tasks related to organization and communication. I held responsibility for maintaining condential and time sensitive material to ensure I met deadlines and imported data within a timely manner. Communicated via phone and email ensuring that all my designated assignments were completed accurately and eciently. 04/2016 to 01/2018, Virginia Beach, VirginiaAs the assistant to the Head Director, I was responsible for planning, promoting and ensuring the smooth running of an event schedule and individual events. I assisted in the overall production from weddings to a virtual conference, volunteer events, and conferences. Handled more of the nancial closing costs and dealt with high prole guests. There was often plenty of overlap between the work of an events team and a marketing team. Minor duties included: member approval and assisted in the hiring in training of banquet servers and bar cocktail servers. assisted on payroll when the director was unavailable.07/2013 to 03/2016, Milford, CTopened and closed the store and performed other administrative duties in a retail setting. The main duties include assisting customers when needed, making sure the store is organized, neat and tidy, ensuring the alarm system is working properly, deposited revenue in mall drop box for bank pick up, assisted in rst round interview, upsold merchandise, and maintained weekly, monthly and yearly sales goals. 08/2009 to 05/2013Advanced General StudiesClient Percentage RequirmentsIncreased Companys Overall Production, Delivery and Conict Resolution Percentages Within 1 Year2 Promotional Oers In 2 YearsI was oered two advancements in position and salary within a 2 year period with a moving allowance.Lead Assurance AuditorBecame the lead role in Assurance AuditingFork Lift Operation CerticationLicense to operate a fork lift |
