Lauren Winn
Inglis, FL *****
M: 352-***-****
**********@*******.***
Career Focus
Well-qualified management professional with particular strengths in the financial services
industry. Demonstrated ability to provide leadership to an organization with a focus on
customer satisfaction and retention.
Summary of Skills
• Financial Strategist in Debt • Bookkeeping and Payroll
Management
Licensed 440 RCSR Agent
• Licensed 2-15 Insurance Agent • Dedicated 35 years + Customer
• Lending Officer Satisfaction
• Management Educator and Facilitator
Accomplishments
Licensed 440 Insurance Agent – RCSR
• New in field
Financial Strategist and Consultant
• Strategic Plans to save 100's of clients on their mortgage debt
• Created lasting business relationships and built a position of Trust
Licensed 2-15 Agent
• Focus on Wealth Management
Banking and Finance
• Bank Manager of Lending Officer
• Mortgage Loan Officer and AVP
• Customer Service and Collections
Education and Facilitation
• Built Education Dept Redken Academy
• Trained new Educators
• Facilitator School Group Sessions
• Taught Students Sanitation, Business Management, Basic Cosmetology
Management
• 3 Positions in Management over 18 Year period
• Strengths in promoting employee productivity and customer service
Clerical Skills
• Early employment years as a Bookkeeper, Collections, and Payroll Clerk.
• Proficient in Microsoft Office included Excel
Retail and Internet Sales
• Run a successful Cosmetic Line Business for 20 years
• Engaged clients to close contracts based off Internet Lead Pool for 3 years.
to Financial Strategist
Financial Consultant in Mortgage Debt Management - July 09 - Present
Current
Virtual Internet Professional - Feb 08 - Sept 09
Executive Assistant Services
Salon Professional Academy - Aug 05 - Nov 06
Educator and Facilitator
United States Postal Service June 2000 - Feb 05
Clerk and CSBS Operator and Maintenance
Windows Plus Inc - July '95- Feb '99
General Manager and Bookkeeper
Perkins State Bank - Feb '90- May '95
Branch Manager AVP
Loan Officer
Barnett and Brannen Banks - June '89- Feb '90
Bank Teller
Florida Pest Control and Chemical Co. - Aug '83- June '89
Office Manager and Bookkeeper
Ashford University
Education
Bachelors in Consumer and Family Finance - Seeking
2013
1995
Ocala, FL, Marian
CFCC
General Banking Diploma Banking and Finance
Crystal River, FL,
1975
Citrus
Crystal River High School
Diploma General
High school diploma
Professional Affiliations
NAIFA - National Association of Insurance and Financial Advisors