Personal Banker

• Feb 2020 - Present

• Contact and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.• Answer clients' questions about the purposes and details of financial plans and recommended strategies to achieve goals.• Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.• Referred high-valued clients to someone who can assist them with plan implementation.• Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.• Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.• Devise debt liquidation & credit plans that include payoff priorities and timelines.• Consistently contributed to branch sales goals successfully & client experience scores.• Review & maintain consistent compliance of financial, legal, & banking audits. Ensure colleagues stay current with operational procedures & assign relevant duties.• Accept & process application for lines of credit, business, & personal products and close loans directly with customers.• Fulfill notary request as needed by clients.

Residential Realtor

• Jan 2017 - Feb 2020

• Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.• Compare a property with similar properties that have recently sold to determine its competitive market price.• Advise clients on market conditions, prices, mortgages, legal requirements, and related matters.• Promote sales of properties through advertisements, open houses, and participation in multiple listing services & home websites.• Accompany buyers during visits to and inspections of the property, advising them on the suitability and value of the homes they are visiting.• Prepare documents such as representation contracts, purchase agreements, closing statements, deeds, and leases.• Interview clients to determine what kinds of properties they are seeking.• Generate lists of properties that are compatible with buyers' needs and financial resources.• Coordinate property closings, overseeing signing of documents and disbursement of funds.• Contact property owners and advertise services to solicit property sales listings.• Display commercial, industrial, agricultural, and residential properties to clients and explain their features.• Coordinate appointments to show homes to prospective buyers.• Investigate clients' financial and credit status to determine eligibility for financing.• Evaluate mortgage options to help clients obtain financing at the best prevailing rates and terms.• Rent or lease properties on behalf of clients.• Solicit and compile listings of available rental properties.• Create an individual post-lease plan for future homeownership• Review plans for new construction with clients, enumerating, and recommending available options and features.• Visit properties to assess them before showing them to clients.

Technical Support Supervisor

• Jun 2014 - Jun 2019

• Answer user inquiries regarding computer software or hardware operation to resolve problems.• Enter commands and observe system functioning to verify correct operations and detect errors.• Install and perform minor repairs to hardware, software, or peripheral equipment, following design or installation specifications.• Read technical manuals, confer with users, or conduct computer diagnostics to investigate and resolve problems or to provide technical assistance and support.• Maintain records of daily data communication transactions, problems and remedial actions taken, or installation activities.• Refer major hardware or software problems or defective products to vendors or technicians for service.• Develop training materials and procedures and train users in the proper use of hardware or software.• Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.• Check to ensure that appropriate changes were made to resolve customers' problems.• Refer unresolved customer grievances to designated departments for further investigation & retain ownership.• Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.• Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.• Order tests that could determine the causes of product malfunctions.

Technical Support

• Oct 2014 - Jun 2015

Sales Associate

• Apr 2014 - Oct 2014

Cake Decorator

• Mar 2011 - Feb 2014

Pricing Specilaist

• Nov 2008 - May 2011