Administrative Professional

Chad Carey

Sharpsville, PA *****.******@*****.*** 724-***-****

SUMMARY

Professional with over twenty years of experience including five years of investigative reporting and financial operations. Strong ability to quickly understand processes, policies, and overall departmental needs which allows me to have an immediate positive impact in my role while continuing to learn core skills. EDUCATION EXPERIENCE

Laurel Technical Institute

May 2014 – September 2016

Butler County Community

College

August 2004 – June 2006

ACHIEVEMENTS

President of H.O.S.A at Laurel

Technical Institute

January 2016 – September

2016

KEY SKILLS

● Risk Management

● Customer Service

● Problem Solving

● Team Leadership

● Microsoft Office

● Multitasking

● Attention to Detail

● Time Management

● Communication

● Self-Motivated

● Quality Assurance

October 2024 - April 2025

Client Service Associate • Stifel Financial

● Perform clerical functions related to opening client accounts

● Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.

● Perform operational, administrative and clerical functions for client requests May 2024 – August 2024

Senior Relationship Banker • First National Bank

● Promote the sales process through leveraging sales leads, outbound calling, greeting customers and identifying customer needs.

● Completes operational duties of branch as assigned by scheduling work, providing direction, monitoring workflow and opening and closing the office. July 2020 – May 2024

Lock Desk Associate I & II • First National Bank

● Communicate with Mortgage Loan Originators, Processors, Underwriters and Closers to determine loan and lock status

● Facilitating Bulk Loan Sales up to $65M ensuring most optimal execution in rapidly changing market conditions while following GSE credit guidelines.

● Investigate and/or take corrective action on any interest rate locks that are not compliant with Secondary Market policies

● Auditing transactions utilizing several reports to ensure 100% accuracy in fees collected and dispersed.

October 2018 – July 2020

Material Analyst • NT Concepts

● Review investigative reports to determine eligibility for security clearance.

● Ensure case materials are processed to IAW established guidelines. July 2017 – August 2018

Associate Case Reviewer • CACI

● Audit investigative reports and establish plan to complete and close cases.

● Compile all derogatory marks in reports used to finalize the outcome of an investigation for eligibility of a security clearance. March 2016 – May 2017

Social Media Analyst • Omniplex (Formerly Social Intelligence)

● Research, gather and report investigation material required by federal contractors based on available information found via public databases and sites

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