Summary
Overview
Work History
Education
Skills
Timeline
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Caedmon West

Columbia,MO

Summary

Dynamic leader with a proven track record at Veterans United, specializing in loan origination and strategic team engagement. Excelled in enhancing customer satisfaction and team performance through effective communication and positive interpersonal skills. Achieved significant sales and service goals while embodying company values and fostering business development.

Overview

6
6
years of professional experience

Work History

Flex Loan Specialist LT

Veterans United
07.2024 - Current
  • Enhanced customer satisfaction levels with clear communication and timely follow-ups on loan applications.
  • Educated clients on various lending products available, ensuring they made informed decisions about borrowing options.
  • As Lieutenant, assisting team needs with any questions, file reviews and motivating my team to continue to strive for goals
  • Continued success meeting my own metrics while taking on additional responsibilities within my team
  • Continue to live out the values of Veterans United by everyday enhancing lives both on the phone and with my coworkers.

Loan Specialist

Veterans United
05.2023 - 07.2024
  • Live out companies values while on the phone with Veterans or off the phone with my coworkers
  • Show an expertise in taking a mortgage loan application
  • Continued growth and expertise within the VA home loan benefit.
  • Ability to communicate with leadership about needs of the Loan Specialist role.


General Manager

Tropical Smoothie Cafe
05.2019 - 12.2022

As the store manager I was responsible for all day to day operations of the café, as well as overseeing, guiding and teaching staff. Day to day operations include opening the store, working to ensure the cafe is setup to succeed for the day in terms of prep, cleanliness and general management of the store. Weekly tasks include managing inventory, submitting and tracking truck orders, tracking waste and weekly setting myself up hit all goals related to sales, food cost, labor percentages and cost of goods. As well as getting schedules out to employees in a timely manner to ensure all employees were situated to meet their shifts.

As General Manager I was also in charge of the staffing cafe, including interviewing and hiring of new applicants as well as the difficult conversations of when it was time to move on from employees.

Education

High School Diploma -

Rock Bridge Senior High School
Columbia, MO
05-2017

Skills

  • Customer assistance
  • Telephone and email etiquette
  • Effective communication
  • General management
  • Strategic Team Engagement
  • Business development
  • Loan origination
  • Positive Interpersonal Skills
  • Customer service-focused
  • Sales expertise

Timeline

Flex Loan Specialist LT

Veterans United
07.2024 - Current

Loan Specialist

Veterans United
05.2023 - 07.2024

General Manager

Tropical Smoothie Cafe
05.2019 - 12.2022

High School Diploma -

Rock Bridge Senior High School
Caedmon West