Experience

Christian Financial Advisors®

• United States
• Investment Management
• 1 - 100 Employee

• Client Service Operations Specialist

  • Mar 2023 - Jul 2023

  New Braunfels, Texas, United States - Utilized Microsoft Excel and Google Sheets to conduct in-depth analysis of client data, ensuring precision and accuracy in data entry. - Collaborated with the team to maintain compliance in data management, internal reviews, and documentation processing. - Implemented process improvements by designing and implementing efficient workflows, reducing processing time and enhancing compliance. - Played a key role in reconciling, disbursing, and settling client funds and trades, adhering… Show more - Utilized Microsoft Excel and Google Sheets to conduct in-depth analysis of client data, ensuring precision and accuracy in data entry. - Collaborated with the team to maintain compliance in data management, internal reviews, and documentation processing. - Implemented process improvements by designing and implementing efficient workflows, reducing processing time and enhancing compliance. - Played a key role in reconciling, disbursing, and settling client funds and trades, adhering to regulatory compliance standards.

• Wealth Advisor

  • Aug 2022 - Mar 2023

  New Braunfels, Texas, United States - Conducted comprehensive financial analysis and market research for over $140 million in assets under management, demonstrating strong analytical skills. - Aligned client portfolios with individualized goals through data-driven analysis, showcasing proficiency in financial data interpretation. - Effectively communicated complex technical information to clients, stakeholders, and team members, emphasizing strong communication skills. - Leveraged data insights to analyze customer needs… Show more - Conducted comprehensive financial analysis and market research for over $140 million in assets under management, demonstrating strong analytical skills. - Aligned client portfolios with individualized goals through data-driven analysis, showcasing proficiency in financial data interpretation. - Effectively communicated complex technical information to clients, stakeholders, and team members, emphasizing strong communication skills. - Leveraged data insights to analyze customer needs and enhance customer satisfaction, showcasing adaptability and customer-centric thinking.



The Wood Group of Fairway Mortgage

• Jr. Mortgage Loan Processor

  • Mar 2022 - Aug 2022

  Remote - Conducted thorough audits of loan files, ensuring proper documentation and resolving data inconsistencies. - Managed the timely acquisition and review of essential loan documents, utilizing Encompass loan software for accuracy and compliance. - Collaborated with teams to prioritize tasks and allocate resources effectively, showcasing organizational skills in managing multiple processing tasks.

• Loan Officer Assistant

  • Sep 2020 - Mar 2022

  New Braunfels, Texas, United States - Assessed borrower eligibility and creditworthiness through financial document analysis, using data to identify trends and patterns. - Implemented project management techniques via Asana to enhance workflow and collaboration, reducing tracking error by 50%. - Provided essential support to Loan Officers in preparing documentation for residential mortgage applications, ensuring accuracy and completeness.



Airrosti

• United States
• Wellness and Fitness Services
• 400 - 500 Employee

• Customer Support Specialist

  • Jan 2020 - Aug 2020

  San Antonio, Texas - Provided exceptional customer service and maintained compliance with HIPAA guidelines, supporting over 1000 new and existing patients. - Effectively communicated the Airrosti experience to potential patients over the phone, driving increased engagement and interest. - Efficiently scheduled appointments for all 150 Airrosti locations, optimizing patient flow and satisfaction.



Alpha Crossfit

• Crossfit Level 1 Instructor / Business Development Specialist

  • Mar 2015 - Mar 2020

  New Braunfels, Texas - Developed and implemented innovative fitness programs for children ages 5-12 to promote healthy habits and physical activity. - Led engaging introductory sessions to educate participants on proper movement techniques, ensuring safe and effective workouts. - Assisted in the efficient management of daily operations and contributed to successful event planning, fostering a vibrant community atmosphere.



Texas Lutheran University

• Student Academic Advisor / Pathway Guide

  • Nov 2017 - Dec 2019

  Seguin, Texas - Mentored students in making informed academic and career decisions. - Educated freshman students on the essentials of the general education program and its prerequisites. - Co-led a comprehensive program to support and guide students who were uncertain about their major or career path. - Proficiently managed student records and provided academic advising using Jenzabar software.