Experience

G.J. Gardner Homes

• Australia
• Construction
• 100 - 200 Employee

• Sales and Administration

  • Jul 2021 - Present



Independent Brokerage

• Real Estate Agent

  • Aug 2021 - Present

  Denver, Colorado, United States



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Sales Support Associate

  • Jun 2019 - Jun 2021

  Denver, Colorado



First Western Trust

• United States
• Financial Services
• 200 - 300 Employee

• Investment Associate

  • Feb 2017 - Jun 2019

  Denver, CO -Relationship Management Associate - Investment Management/Lending - Responsible for building and maintaining strong relationships with private clients and to uncover growth opportunities - Work closely with President/VPs/AVP and assist with any/all needs - Proficient in BakerHill/FIS Global/CRM/Moxy/APX/Trust Desk/Image Now/MGP - Liaison for credit/loan/deposit/trust/marketing support - Loan Processes from application to submission to closings - Construction… Show more -Relationship Management Associate - Investment Management/Lending - Responsible for building and maintaining strong relationships with private clients and to uncover growth opportunities - Work closely with President/VPs/AVP and assist with any/all needs - Proficient in BakerHill/FIS Global/CRM/Moxy/APX/Trust Desk/Image Now/MGP - Liaison for credit/loan/deposit/trust/marketing support - Loan Processes from application to submission to closings - Construction Draw Lead - borrower and inspector liaison/facilitate draws, accuracy, and funding - Monitor exceptions/maturing loans/past dues - Schedule/Attend client reviews, closings, client meetings (current and prospects) - Generating new account paperwork/transfers documents/welcome packets/IPSs - Assist managing client portfolios ranging from $500k-$10M, (IRAs, Individual, Trusts, Pension Plans) - High level financial planning/budgeting – working knowledge of Money Guide Pro - Facilitate trades and money transfers (AHC, Checks, Wires) - Consistently lead and maintain all quality, ethical, and procedural standards, act as a Fiduciary - Anticipating client needs and taking proactive approach to resolve any inquiries

• Mortgage Compliance Analyst

  • Oct 2015 - Feb 2017

  Denver - Proficient in Encompass 360 - Generating mortgage loan disclosure packages and re-disclosures - Ensuring all loans are accurate and properly regulated before sending disclosures - Tracking 50+ loans in the pipeline monthly, making sure deadlines are met - Adversing and denying loans, sending notices - Assisting Loan Officers with system inquires. Inputting, and updating loan information to the eFolders - Managing system access for new hires and terminated employees … Show more - Proficient in Encompass 360 - Generating mortgage loan disclosure packages and re-disclosures - Ensuring all loans are accurate and properly regulated before sending disclosures - Tracking 50+ loans in the pipeline monthly, making sure deadlines are met - Adversing and denying loans, sending notices - Assisting Loan Officers with system inquires. Inputting, and updating loan information to the eFolders - Managing system access for new hires and terminated employees - Compiling and shipping post-closing documents to investors and government agencies



J. Alexander's Restaurants

• Hospitality
• 1 - 100 Employee

• Bartender

  • May 2013 - Sep 2015

  Centennial - Maintained highest level of customer service through positive communication with guests - Facilitate weeklong training for new hire staff - Ensure that the restaurant was clean, safe, organized, and ready for business - Offer the best fine dining experience through my knowledge of the menu, including wine list



Splash Pool Services

• Westfield Pool Manager

  • Mar 2012 - Sep 2012

  Fort Collins, Colorado Area - Supervised ten lifeguards - Scheduled and managed staff, private events, and swim lessons - Coordinated swim programs for 75 children and staff - Organized and oversaw up to six private events weekly - Hosted bi-monthly in-services including: Lifeguard training, testing, and educational meetings - Audited each lifeguard and provided behavior evaluations quarterly throughout the summer. - Addressed customer service complaints, issues, and employee disputes



U.S. Coast Guard

• Armed Forces
• 700 & Above Employee

• MWR Intern

  • Jan 2012 - May 2012

  Cape May, New Jersey Planning, Coordinating, and Marketing for events.



Nelligan Sports Marketing

• Intern

  • Aug 2011 - Dec 2011

  Fort Collins, Colorado



South Suburban Parks and Recreation

• Head Lifeguard

  • Apr 2004 - Dec 2011

  Lone Tree. CO



Colorado State University - Youth Sports Camp

• Volleyball Coordinator/Head Lifeguard

  • May 2010 - Aug 2011

  Fort Collins, Colorado 2010 Summer- Head Guard 2011 Summer- Volleyball Coordinator



Colorado State University - Human Performance Clinical Research Lab

• Intern

  • Jan 2011 - May 2011

  Fort Collins, Colorado



Colorado State University - Adult Fitness Program

• Intern

  • Aug 2010 - Dec 2010

  Fort Collins, Colorado



CSU Campus Recreation Intramurals

• Official

  • Aug 2009 - Dec 2010

  Fort Collins, Colorado Officiated: Volleyball, Flag Football, Water Polo, Dodgeball, Softball, and Basketball.