Brylee Roebuck
Lumberton,TX
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor
Thrivent Financial
01.2024 - 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.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Facilitated new client onboarding process and investment account setup.
Credit Analyst Intern
First State Bank
08.2022 - 11.2022
- Reviewing Credit Applications: Assessing the financial statements, credit history, and other relevant data of potential borrowers to determine their ability to repay a loan or credit.
- Financial Analysis: Using financial ratios and other tools to break down financial statements, looking for patterns and indicators that might suggest a borrower's financial strength or weakness.
- Research: Gathering and analyzing data related to economic and market trends which could impact a borrower's financial stability.
- Credit Recommendations: Making suggestions on whether to approve, reject, or modify credit applications based on their analysis.
- Risk Assessment: Identifying and quantifying the potential risks associated with lending to particular individuals or businesses.
- Report Writing: Documenting and communicating their findings, recommendations, and the rationale behind their decisions to higher-ups or other departments.
- Continuous Learning: Staying updated with regulatory changes, industry trends, and new analytical techniques.
- Collaboration: Working closely with other departments, like sales and lending, to understand the broader context of credit requests and to ensure alignment with the institution’s objectives.
- Volume: Handling multiple loans each week with volume of 500k or more.
Laborer
Advanced Pedestals Inc.
05.2021 - 10.2021
- Measured dimensions of finished pieces for conformance to specifications.
- Used measuring tools such as gauges and tape measure to identify conforming parts during production.
- Learned basic carpentry, painting and plastering.
- Worked alongside team to accomplish work goals according to schedule.
Server
Tradition Spirits
11.2022 - Current
- Used sales techniques and interpersonal communication to sell 2-3k in food and beverage items.
- Arranged and prepared tables for customers to offer memorable experiences to guests and foster repeat business.
- Used slow periods to restock supplies, ice, trays, and delivery bags.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Cultivated warm relationships with regular customers.
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
- Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
- Strategically timed check-ins with customers to take orders and confirm satisfaction with meals after delivery, taking action to correct any problems.
Server/Bartender
Legends Hospitality LLC
10.2021 - 06.2023
- Used sales techniques and interpersonal communication to sell 2-3k in food and beverage items.
- Arranged and prepared tables for customers to offer memorable experiences to guests and foster repeat business.
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
- Used slow periods to restock supplies, ice, trays and delivery bags.
- Increased sales significantly by upselling higher-end products to customers.
- Kept register accurate through correct billing, payment processing and cash management practices.
- Mixed both standard and specialized drink orders using liquor, bitters, sugars and fruits.
Server
Tia Juanitas Fish Camp
10.2020 - 03.2021
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
- Used sales techniques and interpersonal communication to sell 2-3k in food and beverage items.
- Arranged and prepared tables for customers to offer memorable experiences to guests and foster repeat business.
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Bussed and reset tables to keep dining room and work areas clean.
- Explained menu items and suggested appropriate options for food allergy concerns.
Car Sales Consultant
Toyota Of Katy
03.2020 - 08.2020
- Brought in clients and built a book of business by establishing relationships and anticipating clients needs through interpersonal communication and sales techniques.
- Sold 300k in vehicles.
- Drove team revenue totals by bringing in top sales numbers.
- Negotiated purchase prices and explained sales, warranty and optional products.
- Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
- Completed registration paperwork and sales documentation.
- Met customers on lot and in showroom to discuss available vehicles and options.
- Demonstrated automobiles by explaining characteristics, capabilities and features, taking test drives and explaining warranties and services.
- Answered telephone and email inquiries from potential customers.
Senior Game Advisor
GameStop
05.2019 - 11.2019
- Demonstrated games and gaming devices to customers unfamiliar with technology, answered questions and made recommendations.
- Helped management receive, inventory and display games and game-related devices and properly processed damaged merchandise for return.
- Enjoyed greeting customers upon entering store, determining gaming interests, giving suggestions and closing sales.
- Maintained clean and orderly store throughout work shift.
Cook/Carhop
Sonic Drive Thru
03.2017 - 02.2019
- Checked for quality, kept track of old and new items and rotated stock to confirm freshness of food and ingredients.
- Interacted with guests to obtain feedback on product quality and service levels.
- Prepared food items in compliance with recipes and portioning control guidelines.
Education
BBA - Finance
Lamar University
High School Diploma -
West Brook Sr High School
Skills
- Sales expertise
- Interpersonal Communication
- Teamwork and Collaboration
- Creating Relationships
- Tax reporting
- Stock market understanding
- Tax law expertise
- Stock market expertise
- Data analysis
- Accounting principles understanding
- Financial statements expertise
- Commercial and consumer clients
- Good Telephone Etiquette
- Experienced with Microsoft Office software
- Stock market understanding
- Relationship building and management
- Business Development
- Investment planning
- Data evaluation
- Mutual funds and liabilities
- Problem Solving
Certification
- Series 7
- Series 66
- SIE
Timeline
Financial Advisor
Thrivent Financial
01.2024 - Current
Server
Tradition Spirits
11.2022 - Current
Credit Analyst Intern
First State Bank
08.2022 - 11.2022
Server/Bartender
Legends Hospitality LLC
10.2021 - 06.2023
Laborer
Advanced Pedestals Inc.
05.2021 - 10.2021
Server
Tia Juanitas Fish Camp
10.2020 - 03.2021
Car Sales Consultant
Toyota Of Katy
03.2020 - 08.2020
Senior Game Advisor
GameStop
05.2019 - 11.2019
Cook/Carhop
Sonic Drive Thru
03.2017 - 02.2019
High School Diploma -
West Brook Sr High School
BBA - Finance
Lamar University
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