Charlee Parke
Rogers,AR
Summary
Talented finance associate with several years of experience providing financial and investment advice to high net worth clients. Protects client assets while promoting business growth and profitability.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Paraplanner
Lighthouse Financial
Rogers , AR
2023.10 - Current
- Attend client meetings with the financial planner, and prepare and write financial reports.
- Research financial funds and products.
- Provide administrative support to financial advisors.
- Put together cash flow analysis, and keep client records up to date.
- Think critically to solve complex financial problems.
- Have strong attention to detail to ensure all documentation and data entry are accurate and thorough.
- Strong communication skills by answering any questions the client might have.
Loan Officer Assistant
Citizens Bank
Monticello , AR
2022.04 - 2023.10
- Accept and review loan applications, and answer client’s questions.
- Build long lasting relationships with customers.
- Gather information from customers to process loans and file necessary paperwork.
- Make initial contact and follow up with potential clients.
- Manage closing paperwork and ensure proper filing.
- Maintain customer’s bank accounts, review delinquent accounts, and collect debts.
- Perform general office administration duties.
Lab Technician
Seark Eyecare
Monticello , AR
2021.04 - 2022.04
- Interpreting the results of eye examinations, using prescriptions written by Optometrists and Ophthalmologists.
- Staying on top of the current fashion trends to be able to replenish attractive products.
- Maintained relationships and advised patients on frame weights, materials, styles, and colors.
- Conducted clinic operations like planning layouts, budgets, and pricing of lenses, coatings, and frames to suit customers’ needs.
- Posting daily charges into practice's billing software.
- Daily balancing and processing of claims for insurance.
- Answering patient questions regarding their billing statements.
Staff Accountant
SeaArk Boats
Monticello , AR
2019.01 - 2021.04
- Assisted with accounts receivables and payables for more than 200 Vendors.
- Vendor Collaboration and Invoice Importing.
- Managed month end reporting and bank reconciliation.
- Reconciled company credit card accounts and applied it to the correct general ledger accounts.
- Maintained daily boat production and reporting.
- General Office Duties Such as Filing, Copying, Scanning, and Telephone Operations.
- Established strategy, and managed budgets to drive profitable growth.
Education
Bachelor of Business Administration- Finance -
University of Arkansas at Monticello
05.2019
Skills
- Cashflow planning & management
- Financial Planning
- Portfolio Management
- Critical problem-solving skills
- Adaptability and Flexibility
- Money Transfers
- Research and analysis
- Customer service & Public Relations
- Analytical and organized
- Investment Strategies
Certification
- Life and Health Insurance License
- Credit Life Insurance License
- FPQP: Financial Paraplanner Qualified Professional Designation
- Notary
Volunteer Experience
- Children’s Miracle Network
- Arkansas Food Bank
- Soul to Sole
- Donated to Local First Responders
- Rotary Club
- 4-H
Timeline
Paraplanner
Lighthouse Financial
2023.10 - Current
Loan Officer Assistant
Citizens Bank
2022.04 - 2023.10
Lab Technician
Seark Eyecare
2021.04 - 2022.04
Staff Accountant
SeaArk Boats
2019.01 - 2021.04
Bachelor of Business Administration- Finance -
University of Arkansas at Monticello
- Life and Health Insurance License
- Credit Life Insurance License
- FPQP: Financial Paraplanner Qualified Professional Designation
- Notary
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