Dina Draguicevich
Leander,TX
Summary
Accomplished Financial Services Representative with a proven track record at Charles Schwab, adept in financial planning and customer relationship building. Excelled in obtaining critical licensing and leveraging financial market knowledge to enhance client investment strategies. Recognized for exceptional ability to analyze risks and foster client trust, ensuring tailored financial solutions.
Overview
2
2
years of professional experience
Work History
Financial Services Representative
Charles Schwab
02.2024 - 12.2024
- Obtained SIE, Series 7 and Series 63 licensing.
- Maintained updated records of all financial transactions to support traceability.
- Conducted research to answer client questions and handle issues using multiple systems and resources.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed trading strategies with clients to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
Mortgage Loan Originator
Royal United Mortgage
10.2022 - 09.2023
- Obtained NMLS licensing and 'top apprentice' award during apprenticeship.
- Worked with underwriters to fix application problems and resolve issues.
- Collected information from banks, institutions and employers to assess applicant eligibility.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
- Monitored pipelines to track and log status of loans.
Education
No Degree - Psychology
The University of Texas At San Antonio
San Antonio, TXNo Degree - Business Management
University of Hawaii At Hilo
Hilo, HIBachelor of Science - Finance
California Lutheran University
Thousand Oaks, CA05-2022
Skills
- Cash management
- Financial planning
- Risk management
- Financial markets
- Customer relationship building
- Account documentation
- Teller transactions
- Credit analysis
- Account maintenance
Timeline
Financial Services Representative
Charles Schwab
02.2024 - 12.2024
Mortgage Loan Originator
Royal United Mortgage
10.2022 - 09.2023
No Degree - Psychology
The University of Texas At San Antonio
No Degree - Business Management
University of Hawaii At Hilo
Bachelor of Science - Finance
California Lutheran University
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