Summary
Overview
Work History
Education
Skills
HONORS AND LEADERSHIP ACTIVITIES
Timeline
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Chris Nguyen

Chris Nguyen

Lowell,AR

Summary

I came to the U.S. alone at 18 with English as my second language - and built a career through grit, empathy and communication. Over 5+ years in financial services, I've handled sensitive client accounts, sales ops, and outbound prospecting. At Bankers Life, I became a top 3 rep and the only one consistently booking appointments door-to-door in the Arkansas heat, which I did not fold under pressure.


Now I'm pivoting into tech sales for the long haul. This is not a stepping stone - it's the craft I'm committed to mastering. I want to win, grow, and eventually mentor others breaking in from unconventional paths.

Overview

9
9
years of professional experience

Work History

Trust Support Specialist

Arvest Wealth Management - Trust
02.2025 - Current
  • Managing approximately 20 trust accounts by coordinating distributions, deposits, and routine administrative tasks.
  • Conducting proactive client check-ins to identify cross-sell opportunities and refer solutions.
  • Supporting trust officers with onboarding, asset transfers, and tax coding.
  • Maintaining detailed client records to ensure compliance and reporting accuracy.

Outbound Sales Representative

Bankers Life – Bentonville, AR
10.2024 - 01.2025
  • Achieved Agent of the Month recognition in October 2024 for top sales performance.
  • Prospected 300 - 400 contacts weekly via cold calls and door to door outreach, generating 10 qualified appointments consistently.
  • Maintained a close rate of ~30%, guiding clients through Medicare and life insurance solutions.
  • Owned the full sales cycle from prospecting to close, driving pipeline generation and qualification.

Mortgage Accountant

Arvest Mortgage Productions – Lowell, AR
01.2023 - 04.2024
  • Reconciled mortgage data across systems, ensuring general ledger accuracy.
  • Processed $1M–$5M daily wire transactions, improving financial accuracy.
  • Created financial reports and resolved data discrepancies to support compliance.

Mortgage Loan Delivery Specialist

Arvest Bank - Mortgage Division – Lowell, AR
11.2021 - 12.2022
  • Maintained 100% KPI reporting accuracy through detailed data reviews.
  • Ensured investor compliance and resolved delivery discrepancies.
  • Oversaw data transfers for servicing while maintaining integrity.

Bank Teller

Arvest Bank – Springdale, AR
11.2019 - 10.2021
  • Earned 2021 Q2 Star Performer Award for wealth management referral.
  • Proactively identified sales opportunities by promoting credit cards, personal loans, and other financial products.
  • Guided customers to tailored financial solutions, boosting satisfaction and long-term retention.

Student Affairs Office – Student Worker

Stockton University – Galloway, NJ
09.2017 - 12.2018
  • Assisted academic programs and produced student performance reports.

Student Caller

Alumni Affairs Office – Student Caller
01.2017 - 04.2017
  • Executed cold calls to alumni for donation campaigns.

Education

Bachelor of Business Studies - Finance

Stockton University, School of Business
Galloway, NJ
12.2018

Skills

  • Outbound prospecting
  • Pipeline generation
  • Full-cycle sales
  • CRM proficiency
  • Discovery and objection handling

HONORS AND LEADERSHIP ACTIVITIES

President of Vietnamese Students Association at University of Arkansas Fort Smith, 2015-2016

Timeline

Trust Support Specialist

Arvest Wealth Management - Trust
02.2025 - Current

Outbound Sales Representative

Bankers Life – Bentonville, AR
10.2024 - 01.2025

Mortgage Accountant

Arvest Mortgage Productions – Lowell, AR
01.2023 - 04.2024

Mortgage Loan Delivery Specialist

Arvest Bank - Mortgage Division – Lowell, AR
11.2021 - 12.2022

Bank Teller

Arvest Bank – Springdale, AR
11.2019 - 10.2021

Student Affairs Office – Student Worker

Stockton University – Galloway, NJ
09.2017 - 12.2018

Student Caller

Alumni Affairs Office – Student Caller
01.2017 - 04.2017

Bachelor of Business Studies - Finance

Stockton University, School of Business