Customer Service Management

OBJECTIVE

Seeking an Financial Analyst position in a company enabling me to demonstrate my strong analytical problem, solving skills, and collaborative approach to solving challenges in a team setting in order to accomplish a task and leadership skills obtained in college and throughout life. I am also a strong team leader and accomplish a task with the work of others to attain results.

EDUCATION

Western Michigan University, Kalamazoo, MI

Bachelor of Business Administration in Finance

WORK EXPERIENCE

County National Bank; Jackson, MI

Commercial Credit Analyst June 2016-August 2016

Analyzed and determined business financial statements, tax returns, and process personal financial statements

Analyzed credit reports for both companies and individuals

Performed cash flow analysis, rate shock analysis and, presentations of the credit applications

Assisted loan officers with credit analysis of commercial loans and lines of credit for the bank

Barker-Weber Insurance Inc.; Jackson, MI May 2015-August 2015

Investment Analyst Intern

Created 15 financial asset management reports daily for Private Wealth Managers meeting with clients

Utilizing various system platforms, analyzed product portfolios comprised of stocks, mutual funds and other investment vehicles. Prepared charts enabling the management team and customers to make educated decisions

Created and Maintained Sales force database platform enabling management and team-members to find relevant client information, preferences and performance history

Papa John’s; Kalamazoo, MI Feb. 2014-Oct 2014

Delivery Driver

Accurately and Efficiently delivered multiple orders on each run

Reported food and customer service issues to management

Handled customer payments and calculated tips upon request

Planned optimal routes to utilize efficient delivery

Home City Ice; Kalamazoo, MI June 2013-August 2013

Delivery Driver (seasonal)

Operate delivery vehicle in safe and efficient manner

Select optimal routes to maximize delivery route efficiency and maximize sales

Move items from delivery vehicle to location without damages or spillage

Course Hero; Kalamazoo, MI June 2012-January 2013

Business Development and Management Intern

Instructed students on product and procedures for usage

Created and implemented new content enabling students to locate course information

Conducted meeting’s with individual and groups to discuss what Course Hero has to offer

Dr. Larry E. Jennings M.D.; Jackson, MI May 2011-August 2011

Intern as a Physician’s Assistant

Gathered medical diagnostics for over 30 patients a day

Facilitated a welcoming customer service environment for both face-to-face and over the phone patients

Proficient in obtaining patients basic vitals and biometric information, enabling practice to handle more patients per day

MEMBERSHIPS AND SERVICE

Lambda Chi Alpha Fraternity – Communications Chairman, Vice President of Internal Affairs, and Alumni Association Board Member, Inter-Fraternal Council Treasurer

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