Lorell Staats
Granbury,TX
Summary
Results-oriented Financial Consultant II uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Consultant II
EECU
Granbury , TX
03.2020 - Current
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Preforming Branch open and closing procedures
- Preforming Daily, Weekly, Monthly Audits with and with out Manager
Remote Construction Suprivisor
C&L's Legacy Group LLC
Granbury, Texas
06.2019 - 10.2022
- Interacted with employees to demonstrate high standards and mitigate issues effectively.
- Handled issues with relative ease by implementing best practices and applying critical thinking skills to find best solutions.
- Established clear priorities and production quality standards.
- Reviewed project details to specify correct materials and equipment for job sites.
- Communicated daily with vendors to keep project fully operational.
- Meticulously tracked parts and equipment used on each job site.
Office Assistant Specialist
Custome Data Engineering
Phoenix , Arizona
02.2017 - 04.2019
- Completed clerical tasks such as filing, copying and distributing mail.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Executed record filing system to improve document organization and management.
- Interacted with customers by phone, email or in-person to provide information.
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
Financial Consultant Call Center
Oregon State Credit Union
Corvallis , Oregon
06.2014 - 02.2017
- Assisted in bound and outbound communicaitons with identifying financial needs and goals to provide customized solutions.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Performed due diligence and valuation processes.
- Assisted with training and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
Education
Associate of Arts - Business Administration And Management
University of Phoenix
Tempe, AZ05.2011
GED -
State of Arizona
Phoenix, AZ10.1985
Skills
- Verbal and Written Communication
- Client Recruiting and Retention
- Client Interviews
- Account Performance Reviews
- Investment Opportunity Identification
- Attention to Detail
- Financial Document Summaries
- Client Needs Assessment
- Honest and Ethical
- Customer Referrals
- Client Engagement
- Influential and Persuasive
Certification
- Certificate of Achievement - Financial Center Consultant II
- EECU Wire Transfers Certification Course
- Business Account Certification
- FCIII, FC Lead & Manager Certification Course
- Diversity Made Simple
- Advanced New Accounts
- Advanced Consumer Lending
- CU Right to Financial Privacy Act
- CU Loan Servicing Compliance - Reg Z
- CU Unlawful Internet Gambling - Reg GG
- OSHA 30 hr Outreach training fo Construction
- CU Bank Secrecy Act for Lenders
- Mobil Banking course
- CU member Identification Program
- Fair Lending Act
- CU Fair Credit Reporting At (FCRA)
- And other certification related to Credit Union Operations and procedures
Timeline
Financial Consultant II
EECU
03.2020 - Current
Remote Construction Suprivisor
C&L's Legacy Group LLC
06.2019 - 10.2022
Office Assistant Specialist
Custome Data Engineering
02.2017 - 04.2019
Financial Consultant Call Center
Oregon State Credit Union
06.2014 - 02.2017
Associate of Arts - Business Administration And Management
University of Phoenix
GED -
State of Arizona
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