Adam Craig
UX Writer
Birmingham,AL
Summary
Results-oriented Financial Consultant 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.
Overview
4
4
years of professional experience
Work History
Financial Relationship Consultant
Regions Financial
Birmingham, Alabama
08.2021 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
Underwriter
Mariner Finance
Birmingham, AL
09.2019 - 08.2021
- Analyze applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans
- Determined and documented loan conditions and communicated requirements and decisions.
- Controlled loss by assessing risk, conducting system analysis and recommending policy solutions.
- Evaluated debt ratio, loan-to-value ratios, credit scores property valuations and various other factors when making underwriting decisions.
Resident Supervisor
Front Porch Properties
Hoover, AL
01.2019 - 10.2019
- Meet with prospective tenants to show properties, explain terms of occupancy, and provide information about local areas
- Determine and certify the eligibility of prospective tenants, following government regulations
- Investigate complaints/violations and resolve problems following management rules and regulations.
Associate Marketing Intern
Lake Homes Realty
Hoover, AL
01.2018 - 12.2018
- Developed and edited informative, highly engaging, concise content for company websites and social media platforms customized for target audiences and company campaign objectives.
- Created seasonally and regionally appropriate blog article content, collaborating with sales, marketing and analytics departments to identify business trends and extrapolate seasonally-relevant topics.
- Collaborated with team members to help expand marketing channels.
- Contributed to mock-ups, email campaigns and social media content.
Education
Bachelor of Science (B.S) - Digital Marketing
The University of Alabama Birmingham (UAB)
Skills
- Article Writing
- Advertising Trends Review
- Consumer Surveys
- Financial Profiling
- Google Analytics
- Grammar Comprehension
Hobbies
Graphic Design - Adobe Suite
Off hours are spent learning new software to increase aptitude with visual arts. Currently writing and illustrating a children's book featuring loyal and rambunctious house cat, Mr. Shanks.
Timeline
Financial Relationship Consultant
Regions Financial
08.2021 - Current
Underwriter
Mariner Finance
09.2019 - 08.2021
Resident Supervisor
Front Porch Properties
01.2019 - 10.2019
Associate Marketing Intern
Lake Homes Realty
01.2018 - 12.2018
Bachelor of Science (B.S) - Digital Marketing
The University of Alabama Birmingham (UAB)
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