Experience

Pinnacle Realty Group

• United States
• Real Estate
• 1 - 100 Employee

• Buyer Specialist, Realtor

  • 2014 - 2015

  Wichita, Kansas Area



USAA

• United States
• Financial Services
• 700 & Above Employee

• Investment Specialist

  • Oct 2012 - Jul 2013

  • Cultivate relationships and trust with members. • Independently handle member requests and provide advice/recommendations suitable to their financial needs. • Provide information and submit transactions for mutual fund purchases, redemptions and exchanges. • Guide members through financial choices of retirement planning, life insurance, college savings plans, and estate planning. • Handle 30 calls + daily. • Multitask effectively in the inbound/outbound environment

• Mortgage Originations Senior Specialist

  • Oct 2009 - Oct 2012

  • Counsel members by analyzing current situation with informational/probing questions to better assess and recommend the most appropriate products and services. • Originate mortgage loans and underwrite: Conventional Conforming, Conventional Non-Conforming Jumbo, Texas 101, VA, VA-Jumbo • Mentor and motivate junior team members to enhance their on-the-job performance. • Utilize tables, spreadsheets, and other resources to facilitate the financial security of our members.