Experience

• 

  NextGear Capital

  • Tulsa, Oklahoma Area

  • Portfolio Manager

    • Feb 2015 - Present
    • Tulsa, Oklahoma Area

• 

  The Trust Company of Oklahoma

  • tulsa, oklahoma

  • Operations

    • Oct 2013 - Feb 2015
    • tulsa, oklahoma

    • Monitor various reports for discrepancies. Research and investigate exceptions and determine correction action accordingly • Balance quarterly reconciliation spreadsheets for over 100 employer plan accounts • Obtain balances and transaction information from employers, withdraw contribution amounts from corresponding DDA accounts and invest according to allocations set forth in the plan • Monitor and balance asset and loan accounts between two investment programs • Input and balance the custody accounts • Research small balances and determine appropriate action of fee out versus pay again • Process and reinvest all dividend and interest paid monthly • Value and update daily asset pricing • Receive, process and monitor outgoing transfers of clients accounts to various institutions and brokers • Prepare tax form 5500 for over 100 employer plan accounts

• 

  Springleaf Financial Services

  • Branch manager

    • Jan 2006 - May 2013

    Manage financial representatives and customer account specialists with 909 total accounts and an outstanding portfolio of $3.8MOversee underwriting and selling of auto and personal loansPrepare and analyze branch reports and make appropriate decisions based on information Monitor and control all branch activity for profitabilityDevelop and nurture successful lending relationships with merchants throughout assigned territoryManage compliance with state and federal lending lawsManage collection efforts of all delinquent accounts including litigation, repossession and foreclosureProvide comprehensive training, performance coaching and talent development of staffOffer multiple lines of insurance products including life, disability and accidental death as well as all credit products

• 

  First Omni Mortgage Lending

  • Mortgage Banker

    • Jan 2005 - Jul 2005

    Primary responsibilities included origination and processing of home loans as a platinum partner with LendingTree.comResponsible for establishing effective relationships with underwriters, appraisers, real estate agents as well as title companiesServed as a liaison between borrowers and third parties (above) with the goal of maintaining high customer service satisfaction

• 

  Premier Locations - U.S. Cellular National Agent

  • Store Manager

    • Mar 2002 - Dec 2004

    Responsible for all store activities including inside and outside sales, inventory and forecastingEffectively maintained $1M inventorySuccessfully completed cell phone technical coursesSelected to train new company representatives at remote store locations as requested by management