Dedicated financial professional with experience in financial services and data entry. Known for effective communication and attention to detail, consistently achieving goals while ensuring compliance with policies and procedures.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Loan Counselor
Regions Mortgage
Hattiesburg
10.2024 - 04.2026
Communicated effectively with clients to address questions and concerns.
Maintained accurate records of client interactions and documentation.
Observed corporate and federal regulatory policies in terms of data security, privacy and confidentiality.
Counseled clients on default payment options available to them based on their individual circumstances.
Mobile Expert/Retail Sales Key Holder
T-Mobile
Hattiesburg
05.2023 - 10.2024
Managed inventory levels of devices and accessories to ensure availability for customers.
Collaborated with team to achieve sales goals and improve customer satisfaction.
Maintained records related to sales for store management.
Front End Recruiter
Trustaff
Boca Raton
02.2022 - 04.2023
Maintained applicant tracking system to ensure accurate candidate records.
Facilitated onboarding processes for new employees joining the organization.
Read, analyzed, and interpreted various internal and external documents and reports.
Bank Teller
Chase Bank
Davie
01.2021 - 02.2022
Balanced cash drawer at the end of each shift.
Maintained compliance with bank policies and procedures.
Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
Reconciled cash and checks against computer records at end of shift.
Insurance Sales Agent
State Farm
Fort Lauderdale
01.2020 - 01.2021
Processed policy applications and renewals efficiently and accurately.
Utilized CRM software to track client interactions and manage leads effectively.
Ensured that all required documents are properly filled out before submission.
Magnolia Sales
Best Buy
Fort Lauderdale
07.2018 - 01.2020
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Identified needs of customers promptly and efficiently.
Worked with cross-functional teams to achieve goals.
Shipping Associate
Research Lab Supply
Pompano Beach
04.2016 - 07.2018
Operated shipping software to prepare labels and documentation for parcels.
Collaborated with team members to streamline order fulfillment processes.