Experience

Happy Home Lending

• United States
• Loan Brokers
• 1 - 100 Employee

• Mortgage Loan Officer

  • Oct 2022 - Present



Amegy Bank

• United States
• Banking
• 700 & Above Employee

• Branch Relationship Banker

  • Nov 2021 - Oct 2022

  Provide full-service banking by processing all financial transactions accurately and in a timely manner within established authorized limits. Provide quality customer service while opening accounts, processing loans, and providing information related to general inquiries and client needs. Execute the sales discovery process and manage customer relationships. Conduct assessments with clients to determine their financial needs and make appropriate recommendations. Execute inside and outside sales calls to prospects and established customer. Support Retail objectives and initiatives in capitalizing on business opportunities that directly or indirectly influence the production of revenue and risk of loss. Ensure proper documentation is obtained and process the appropriate forms for transactions. Show less



Woodforest National Bank

• United States
• Banking
• 700 & Above Employee

• Retail Banker

  • Jan 2021 - Nov 2021

  Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers. Processing transactions, opening accounts, and performing account maintenance. Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines. Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training. Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers. Processing transactions, opening accounts, and performing account maintenance. Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines. Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training.



San Marcos Chrysler Dodge Jeep Ram

• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Professional Sales Representative

  • Oct 2018 - Dec 2020

  Nurture enriching relationships to build clientele for life. Exhibit consultative selling skills. Assist customers in selecting a vehicle by asking questions and listening carefully to their responses. Continuously develop product and sales acumen to become the vehicle authority. Know the in’s and the out’s of product offerings, optional packages, and the latest technologies. Perform high-quality, professional demonstrations of new/used vehicles. Follow-up with buyers to ensure successful referral business. Learn to overcome objections and thrive within sales situations. Show less



Fall Creek Vineyards

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Wine Consultant

  • Jan 2014 - Dec 2017