Summary
Overview
Work History
Education
Skills
Timeline
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Nick Norris

Mutual Funds Services
Fort Worth,Texas

Summary

Progress begins by someone saying: “There has got to be a better way to do this.” Experienced and accomplished individual looking to obtain a position that presents a challenge to both learn new skills and utilize a people oriented skillset to the best of my ability.

Overview

3
3
years of post-secondary education
7
7
years of professional experience

Work History

MUTUAL FUNDS ACCOUNT SERVICES ASSOCIATE

RAYMOND JAMES FINANCIAL, TENNESSEE
MEMPHIS, TN
07.2018 - Current
  • Process networking requests received through various department portals.
  • Process client mutual funds through Raymond James System.
  • Reached understanding of client situations via heuristic styled questions.
  • Research topics and collaborate with other associates to provide timely, accurate, analytical, and supportive responses.
  • Identify root causes and implementing solutions to client’s situations.

Property Management Specialist

PREMIER PROPERTY MANAGEMENT GROUP
Memphis, TN
09.2014 - 03.2018
  • Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.
  • Followed up on delinquent tenants and coordinated collection procedures.
  • Handled tenant complaints promptly and appropriately, calling in repairmen and other support services as needed.
  • Maintained original leases and renewal documents in digital and hardcopy format for property management office.

Education

BBA - Finance - Real Estate

University of Memphis
Memphis, TN
08.2015 - 05.2018

Skills

Communication

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Timeline

MUTUAL FUNDS ACCOUNT SERVICES ASSOCIATE

RAYMOND JAMES FINANCIAL, TENNESSEE
07.2018 - Current

BBA - Finance - Real Estate

University of Memphis
08.2015 - 05.2018

Property Management Specialist

PREMIER PROPERTY MANAGEMENT GROUP
09.2014 - 03.2018

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Nick NorrisMutual Funds Services