Brandon Porto
Farmington Hills,MI
Summary
Knowledgeable with three years in financial services. Successfully supported financial advisors by managing client accounts and preparing detailed financial reports. Demonstrated expertise in data analysis and customer service.
Overview
7
7
years of professional experience
Work History
Financial Services Assistant
Service Steel A Vanpelt Corp
11.2022 - Current
- Answered phone calls from customers
- Sent invoices out to customers via mail, fax & email
- Created credit limits for new customers
- Organized files, developed spreadsheets, faxed reports and scanned documents to improve organizational workflow.
- Collected payments, issued receipts and updated accounts to reflect new balances.
- Dispersed incoming mail to correct recipients throughout office.
- Copied, sorted, and filed records of office activities and business transactions.
- Sorted and distributed incoming mail, dispersing it to appropriate departments and personnel.
- Posted company's daily sales and locked box from the bank
Third Shift Stocker
Meijer
05.2023 - 03.2024
- Restocked shelves as needed throughout shift.
- Set up displays to promote sales or seasonal items, including pricing tags and signs.
- Reported any damaged merchandise or equipment issues promptly to supervisor and manager.
Baristo
Mariott Hotel
06.2018 - 10.2018
- Checked temperatures of freezers, refrigerators and heating equipment.
- Prepared and served coffee, espresso drinks, blended coffees and teas.
- Greeted customers at front counter, answering questions and inputting specialty coffee orders into POS system.
- Reconciled daily sales each shift, counting register drawers and resolving discrepancies.
- Discussed menu items and preparation methods with customers and suggested promotional items to increase sales.
- Consistently maintained high levels of cleanliness, organization, storage and sanitation of food and beverage products to ensure quality.
- Oversaw inventory and ordered ingredients to restock freezers, fridges and pantry.
- Observed food safety and sanitation protocols to reduce germ spread.
Education
Associate of Arts - Liberal Arts and General Studies
Oakland Community College
Bloomfield Hills, MI12.2022
Skills
- Excel spreadsheets
- Data Entry
- Customer Credit Limits
- Reducing Aged Receivables & Line Of Credit
- Organized Company Expenses
- Expense Reporting
- Bank reconciliation
- Credit analysis
- Cash flow management
- Accounts Receivable
- Customer Service
- Posting Daily Sales Banking
- Stocking & Assembling
- Documentation and Reporting
- Shop Opening and Closing
- Safe Food Handling
- Critical Thinking
- Trash Collection and Removal
- Physical Stamina
- Daily Facilities Cleaning
Education and Training
other
Timeline
Third Shift Stocker
Meijer
05.2023 - 03.2024
Financial Services Assistant
Service Steel A Vanpelt Corp
11.2022 - Current
Baristo
Mariott Hotel
06.2018 - 10.2018
Associate of Arts - Liberal Arts and General Studies
Oakland Community College
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