Blake Lewis
Mishawaka,IN
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
11
11
years of professional experience
1
1
Certificate
Work History
Life Skills Coach
Center for the Homeless
South Bend, IN
07.2022 - 03.2023
- Coached individuals in recognizing emotions, understanding how those emotions impact behavior, and responding appropriately to situations.
- Encouraged clients to identify solutions to problems they are facing in their lives.
- Assisted clients with goal setting by helping them create action plans that were tailored to their individual needs.
- Provided crisis intervention services when needed to help de-escalate emotionally charged situations.
- Facilitated group sessions focused on teaching healthy lifestyle habits and decision-making techniques.
- Prepared budgets, financial education tools and referrals on behalf of clients.
- Collaborated with other professionals including educators, employers, and government agencies to provide resources for successful job placement.
- Assessed clients' skills, interests, abilities, values, and personality type in order to develop an effective job search strategy.
Bartender
Hilton Garden Inn Hotel
South Bend, IN
01.2020 - Current
- Performed opening and closing duties including restocking supplies.
- Managed cash drawer at the end of each shift ensuring accuracy of funds received.
- Maintained inventory of liquor, beer, wine, and other beverage items.
- Suggested food pairings with cocktails for customers.
- Kept up to date on current industry trends and news.
- Maintained an organized and clean bar area.
- Demonstrated a thorough knowledge of spirits, beer, wine, mixers, garnishes, and other beverage ingredients.
- Used POS system to input orders, create checks and issue receipts.
- Measured and mixed house ingredients to prepare both custom and menu drink orders.
Financial Advisor
Northwestern Mutual
Mishawaka, IN
09.2021 - 08.2022
- As an intern at northwestern mutual I learned client focused financial advising
- Through the process of helping others navigate complex financial services and systems
- While at northwestern mutual I engage in client acquisition, prospecting, contacting potential clients and presenting and closing cases with clients
- The comprehensive training at northwestern mutual taught me how to build a financial practice from the ground up and how to not only create a book of business, but maintain one as well.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
Cafe Splash Manager
Knollwood Country Club
Mishawaka, IN
02.2014 - 07.2019
- During the summer at knollwood I am responsible for running the pool side cafe
- As manger I was responsible for inventory, opening, closing procedures and day to day operations.
- Trained new employees in operational procedures and modeled duties for front and back house positions.
- Reconciled daily sales each shift, counting member drawers to analyze discrepancies.
- Took inventory of supplies and equipment and placed new orders to maintain stock levels.
- Developed menu items to help keep profits up and prices affordable for customers by balancing high and low food costs.
- Consistently maintained high levels of cleanliness, organization, storage and sanitation of food and beverage products to ensure quality.
- Trained front-of-house staff on restaurant policies and procedures, guest service techniques and communication skills to promote positive experiences.
- Resolved problems or concerns to satisfaction of involved parties.
- Exhibited thorough knowledge of foods, beverages, supervisory duties, service techniques and guest interactions.
- Mentored front of house personnel on company policies customer service techniques and professional communication.
- Obtained highest rating from county health department year over year.
Server, Bartender
Knollwood Country Club
Mishawaka, IN
01.2014 - 07.2019
- While at knollwood, I was required to uphold the companies creed of building relationships and enriching lives
- I embodied this moot by continually providing excellent care whether I was serving, bartending or ensuring food quality as an expo
- Busser, DMO and Food Runner
- Operated cash register and Point of Sale (POS) system for transactions and made proper change for cash transactions.
- Greeted customers, answered questions and recommended specials to increase profits.
- Managed bar area, cocktail design and menu and handled inventory, regulation compliance and customer relationships.
- Increased beverage sales with food and drink pairing suggestions to suit unique customer preferences.
Hybrid Care Facilitator
Oaklawn Psychiatric Center
South Bend, IN
07.2023 - 08.2024
- Counseled individuals on personal issues such as relationships, substance abuse, grief counseling.
- Attended conferences, workshops, seminars related to healthcare advocacy or patient rights.
- Collaborated with multidisciplinary teams to develop individualized care plans for clients.
- Performed administrative duties such as scheduling appointments or maintaining client files.
- Provided case management services, including coordinating with other agencies and organizations to ensure access to appropriate resources.
- Assisted clients in developing independent living skills such as budgeting, housekeeping, problem solving, and decision making.
- Organized recreational activities for clients aimed at promoting physical health and emotional well-being.
- Developed treatment plans to address the physical, psychological, and social needs of clients.
- Ensured compliance with all relevant laws, regulations, and industry standards.
Education
Bachelor's - General Studies
Indiana University South
South Bend, IN05.2022
Skills
- Time management
- Self-Motivated
- Quality assurance
- Data analysis
- Risk management
- Planning and Coordination
- Microsoft Excel
- Scheduling
- Conflict management
- Analytical and Critical Thinking
- Inbound phone call handling
- Financial services support
- Office administration
Additional Information
- Certifications and Licenses , Class A Liquor License January 2014 to February 2019 Standard Indiana Liquor License Food Handler Life and Health Insurance January 2022 to January 2025 Name National Producer Number LEWIS, BLAKE ROBERT 20219652 Active Licenses in IN License Type License Number Original Issue Date Resident Producer Individual 3766877 01-28-2022
Certification
- Licensed Life and Health - 2022
Timeline
Hybrid Care Facilitator
Oaklawn Psychiatric Center
07.2023 - 08.2024
Life Skills Coach
Center for the Homeless
07.2022 - 03.2023
Financial Advisor
Northwestern Mutual
09.2021 - 08.2022
Bartender
Hilton Garden Inn Hotel
01.2020 - Current
Cafe Splash Manager
Knollwood Country Club
02.2014 - 07.2019
Server, Bartender
Knollwood Country Club
01.2014 - 07.2019
Bachelor's - General Studies
Indiana University South
- Licensed Life and Health - 2022
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