Risk Advisor

• Feb 2019 - Present

- Manage and service an established "full service" insurance book of more than 35 years - Scout and identify prospective clients' insurance needs - Advise individuals, businesses, and families on the most appropriate insurance policies for their needs - Provide elaborate explanation of contract features, benefits, and possible downsides to coverage items - Build and maintain cordial and effective relationships with co-workers, clients, and carrier representatives - Manage and service an established "full service" insurance book of more than 35 years - Scout and identify prospective clients' insurance needs - Advise individuals, businesses, and families on the most appropriate insurance policies for their needs - Provide elaborate explanation of contract features, benefits, and possible downsides to coverage items - Build and maintain cordial and effective relationships with co-workers, clients, and carrier representatives

Credit Underwriting Officer

• Dec 2018 - Feb 2019

- Analyzed and thoroughly reviewed commercial relationships for the appropriate risk rating- Underwrote and offered recommendations on commercial business (C&I) and real estate loan requests- Assessed new and existing commercial credit card applications- Coordinated and prepared reports related to the bank’s asset quality- Complied and ensured adherence to state and federal regulations through all activities

Credit Analyst

• Dec 2016 - Dec 2018

Accounting Analyst

• Jan 2016 - Nov 2016

- Constructed internal and external reports utilizing Oracle and Teradata warehouses via SQL - Elevated employee efficiency through the automation of billing and closing reports - Evaluated customer behavior tendencies subsequent to a newly implemented billing scheme - Produced and enhanced monthly freight and accessorial key indicators for the entire finance department - Fielded 150-225 customer calls as a team per month regarding the “Account on the Web” system - Constructed internal and external reports utilizing Oracle and Teradata warehouses via SQL - Elevated employee efficiency through the automation of billing and closing reports - Evaluated customer behavior tendencies subsequent to a newly implemented billing scheme - Produced and enhanced monthly freight and accessorial key indicators for the entire finance department - Fielded 150-225 customer calls as a team per month regarding the “Account on the Web” system

Consulting Intern

• May 2015 - Aug 2015

- Identified a list of potential clients - Assembled financial cash flow projections for five companies - Initiated expansion of consulting services by exploring and identifying viable financial advising software - Generated and delivered a presentation on social security to fellow employees - Identified a list of potential clients - Assembled financial cash flow projections for five companies - Initiated expansion of consulting services by exploring and identifying viable financial advising software - Generated and delivered a presentation on social security to fellow employees

Personal Banker Intern

• May 2014 - Aug 2014

- Executed all activities related to opening student checking and savings accounts - Pinpointed the needs of customers and cross-sold Hills Bank products - Established and deepened relationships with new and existing customers - Authorized the initial transactions of wire transfers - Responded to inquiries through the new student orientation fair - Executed all activities related to opening student checking and savings accounts - Pinpointed the needs of customers and cross-sold Hills Bank products - Established and deepened relationships with new and existing customers - Authorized the initial transactions of wire transfers - Responded to inquiries through the new student orientation fair

Resident Assistant

• Aug 2013 - May 2014

- Assessed and responded to the needs of 20 residents - Supervised one of two “Road Less Traveled” Living Learning Communities - Planned and implemented twelve educational-, social-, and career-oriented programs - Served on the community service division of “collaterals” - Enforced and upheld university policies - Assessed and responded to the needs of 20 residents - Supervised one of two “Road Less Traveled” Living Learning Communities - Planned and implemented twelve educational-, social-, and career-oriented programs - Served on the community service division of “collaterals” - Enforced and upheld university policies

Summer Assistant

• Jun 2011 - Aug 2013

- Ensured and improved quality of city park and its facilities - Trained new employees in second summer of employment - Assisted in Kalona Days by maintaining successful, upbeat atmosphere - Executed upkeep of Kalona Softball/Baseball Fields - Umpired Little League Baseball and Softball - Ensured and improved quality of city park and its facilities - Trained new employees in second summer of employment - Assisted in Kalona Days by maintaining successful, upbeat atmosphere - Executed upkeep of Kalona Softball/Baseball Fields - Umpired Little League Baseball and Softball

Student Assistant

• Aug 2011 - May 2012

- Delivered and recorded campus packages intended for faculty and staff - Assembled pamphlets and brochures for campus events - Inscribed beneficial material to prospective students - Established precision and accuracy in documentation of and formulation of packages and leaflets - Delivered and recorded campus packages intended for faculty and staff - Assembled pamphlets and brochures for campus events - Inscribed beneficial material to prospective students - Established precision and accuracy in documentation of and formulation of packages and leaflets

Warehouse Assistant

• Jun 2009 - Aug 2009

- Maintained showroom and outside complexes - Sanitized used appliances for resale - Assisted with appliance deliveries and service - Maintained showroom and outside complexes - Sanitized used appliances for resale - Assisted with appliance deliveries and service