Data Entry & Administrative Support Professional

JOSHUA HAVERNICK

Yorkville, IL ***** 331-***-**** ***************@*****.***

PROFESSIONAL SUMMARY

Recent business graduate with experience in financial services, customer communication, client follow-up, and maintaining accurate records. Skilled in responding to customer needs, explaining information clearly, managing multiple priorities, and providing dependable service in fast-paced environments. Proficient in Microsoft Excel, Word, Outlook, and AI productivity tools, with a customer-focused approach to identifying practical solutions. EDUCATION

University of Wisconsin–Whitewater — Graduated May 2026 Bachelor of Business Administration (B.B.A.), General Business RELEVANT EXPERIENCE

Personal Investment Portfolio (Self-Directed), Remote May 2024 – Present

• Conduct ongoing market and company research to evaluate investment opportunities and support disciplined decision-making

• Apply technical and fundamental analysis to assess risk, performance, and strategy alignment

• Strengthened attention to detail, patience, and data-driven judgment through consistent review and iteration

Family First Life, Naperville, IL Dec 2024 – August 2025 Life Insurance Broker (Remote Client Consultations)

• Communicated with prospective clients by phone to understand their financial protection needs and explain available life insurance options

• Responded to client questions clearly and professionally while helping identify solutions that fit individual needs

• Maintained accurate client information and interaction notes to support follow-through and next-step planning

• Followed company procedures and compliance requirements when handling client information and policy applications

ADDITIONAL EXPERIENCE

Superior Beverage, Montgomery, IL May 2023 – Jan 2024 Delivery Driver Helper / Warehouse Associate

• Verified order accuracy by picking, loading, and delivering inventory to retail and restaurant locations on schedule

• Communicated professionally with customers and team members while completing daily routes and warehouse tasks

Goodwill, Yorkville, IL Apr 2022 – Jan 2023

Floor Stocker

• Organized and restocked merchandise, maintained accurate signage, and supported a clean store environment

Aurora Country Club, Aurora, IL Jun 2021 – Apr 2022 Food Runner / Table Busser

• Supported restaurant operations by assisting guests, replenishing supplies, and maintaining a clean dining area

Yorkville Parks and Recreation, Yorkville, IL Mar 2019 – Aug 2019 Baseball Umpire

• Officiated youth baseball games while demonstrating leadership, professionalism, quick decision-making, and conflict resolution

SKILLS

Business & Communication

• Customer Service & Custom-Focused Problem Resolution

• Relationship Building, Follow-Up & Team Collaboration

• Professional Phone, Email, Written & Verbal Communication Business Development Support

• Prospect / Market Research

• Activity Tracking & Documentation

• Organization & Attention to Detail

Tools & Technology Skills

• Microsoft Products: Excel, Word, Outlook, etc.

• Google Workspace: Sheets, Docs & Gmail

• AI Productivity Tools: ChatGPT, Gemini, NotebookLM & Gamma, etc.

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