Experience

East Harbor

• United States
• Financial Services
• 1 - 100 Employee

• Underwriter

  • Feb 2022 - Present

  - Calculate, analyze, evaluate, and make independent decisions on credit, income, assets, and risk to determine the income or probability of repayment for loan requests. - Communicate the decisions (approvals/denials) of all credit applications to their appropriate parties (member, credit union MSR/ Loan Officers, Managers, etc.). - Provide loan support to all loan officers in branch and indirect dealerships. - Verify loan documentation for accuracy, completion, and adherence to policies and procedures. - Establish documentation requirements on all approved applications that meet standards set by internal/external guidelines. - Perform other duties as directed by leadership. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Relationship Manager

  • Jul 2019 - Jan 2022

  Responsibilities include: Using a defined consultative questioning approach with clients to systematically identify client needs and appropriate solutions. Building relationships over time to gain in-depth knowledge of clients’ financial life priorities and effectively positioning additional Company products and services. Deepening client relationships through relationship calling, in-person conversation and referrals to specialists. Delivering a personalized rewarding experience for clients by executing a variety of defined client engagement strategies. Leveraging available resources and technologies to optimize the client experience. Show less



Fossil Group, Inc.

• United States
• Retail
• 700 & Above Employee

• Assistant Manager

  • Nov 2015 - Jul 2019

  Responsibilities include: Assist the Retail Store Manager in planning and implementing strategies to attract customers. Track the progress of weekly, monthly, quarterly and annual objectives. Supervise and motivate staff to perform their best. Create reports, analyze and interpret retail data, like revenues, expenses and competition. Communicate with clients and evaluate their needs. Make sure all employees adhere to company’s policies and guidelines. Responsibilities include: Assist the Retail Store Manager in planning and implementing strategies to attract customers. Track the progress of weekly, monthly, quarterly and annual objectives. Supervise and motivate staff to perform their best. Create reports, analyze and interpret retail data, like revenues, expenses and competition. Communicate with clients and evaluate their needs. Make sure all employees adhere to company’s policies and guidelines.