Customer Service Representative
Resume:
Stephen J. Tomczak
***********@*****.***
**** *** *** ******, ******, FL 32583
I am a self-motivated, dependable, and hard worker with a desire to make a difference and add value.
EDUCATION
UNIVERSITY OF WEST FLORIDA Pensacola, FL
Finance, B.S.B.A., May 2018
Minor in Management
Kappa Sigma Fraternity (Sigma-Xi ’14)
PROFESSIONAL EXPERIENCE
Navy Federal Credit Union Pensacola, FL
Financial Member Services Representative September 2017–August 2018
oConsult members and prospective members the full range of products and services offered including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; lending products
oAid training to lower level team members
Jimmy Johns Eau Claire, WI
Regional Area Marketing Internship/Team Leader April 2015-August 2018
oPlanned and organized several marketing campaigns to local companies and worked as lead team member for rest of time with the company
Northwestern Mutual Pensacola, FL
Financial Service Representative Intern Spring 2017 Semester
oProvide financial advice and products to clients for both short and long-term goals to help them achieve financial security and create a lasting relationship
Chick-Fil-A Pensacola, FL
Hospitality Manager August 2012-April-2015
oTrain employees to ensure high customer satisfaction while stressing accuracy and speed
RELEVANT COURSEWORK
Project Cash Flow Estimation and Analysis (FIN4424 Problems in Corporate Finance)
oAnalyzed a company expansion proposal that included a profitability index, qualitative and quantitative analyst, sensitivity analysis, cost analysis, budget analysis, scenario analysis
oBalance Sheet and Income Statement analysis
Investment Portfolio Analysis (FIN3461 Financial Statement Analysis)
oCalculated the expected returns, variances, standard deviations, and betas of several companies and used the security market line equation and regression analysis
Security Portfolio Optimization (FIN4514 Security Analysis and Portfolio Management)
oAsses the risk and return on 25 securities using algebra matrix, correlation, and beta.
This model is currently being used by a financial company
Fund Optimization (FIN4514 Security Analysis and Portfolio Management)
oCreated a diversified portfolio of 25 index funds using a covariance matrix, shrinkage, and charts and graphs to show variable outcomes depending on risk levels
RELEVANT SKILLS
Excellent communication and leadership skills
Familiar with accounting and financial markets and regulations and using Quickbooks
Advanced knowledge of financial analytical processes with knowledge of finance and accounting practices, GAAP, and Microsoft Office
Strong ability to mentor and develop people
Extremely proficient in providing great customer service
Knowledgeable in financial reporting and analysis
Contact this candidate