LDP - Financial Planning & Analysis Rotation

• Jan 2023 - Present

LDP - Internal Audit Rotation

• Jun 2022 - Dec 2022

Vice President of Membership

• Jun 2021 - Apr 2022

Equity Lending Intern

• Jun 2021 - Dec 2021

• Participated in full-time summer internship that got extended into a part-time work offer • Serve as a support assistant in the progression of first mortgages by completing eight forms of order outs to update policies, obtain needed documentation, and verify borrowers’ information • Accomplished work on over 580 loans in the course of 10 weeks by managing time effectively, navigating new technological systems, and using analytical skills to retrieve the data and documentation necessary for each order Show less

Cashier

• Jun 2020 - Aug 2021

• Maintained a neat and clean register area while welcoming customers with a positive attitude and answering any questions in order to provide the most accurate and timely customer service • Participated in a range of activities from scanning groceries and processing orders, bagging groceries, or wiping down carts as customers came in • Maintained a neat and clean register area while welcoming customers with a positive attitude and answering any questions in order to provide the most accurate and timely customer service • Participated in a range of activities from scanning groceries and processing orders, bagging groceries, or wiping down carts as customers came in

Engage Externship Program

• Mar 2021 - Mar 2021

Participated in a three day program over the course of three weeks that provided me with information about the life of a financial advisor. Through Q&A’s, role-playing presentations, and FINRA license information, this externship program has provided insight and advice for succeeding in this type of career path or any financial industry. I was guided through the steps and structure taken with each client, and the intentional relationships that form as a result. I am grateful to have met and discussed this field with various successful financial professionals who expressed the challenges and rewarding experiences of this career. Show less