Summary
Overview
Work History
Education
Skills
Websites
Extracurricular Activities
Timeline
Generic

Elijah VerMerris

Muskegon

Summary

Results-driven finance graduate with over 3 years of experience in financial services and sales. Skilled in building client relationships, providing consistent and accurate results, analyzing financial data, and using CRM systems to support building business goals. Motivated professional with robust expertise in finance and customer service, dedicated to assisting clients in reaching financial goals, regardless of location

Overview

6
6
years of professional experience

Work History

Data Processing & Analysis

GLP & Associates
Muskegon
01.2025 - Current
  • Manage, analyze, and process financial data to support advisory services and improve operational efficiency.
  • Assist Senior Executives with case management, task completion, and presentation preparation.
  • Prepare, examine, and proofread documentation to ensure accuracy and suitability for processing.
  • Follow up with vendors to ensure documentation for new business deals is complete.
  • Fostered client trust and retention by providing high-quality support, managing sensitive requests for loans, withdrawals, and account changes.
  • Maintain filing systems for both physical and digital documents.
  • Audit books of business and analyze client data to support executive decision-making.
  • Create and maintain accurate databases and reports; assist financial advisors with portfolio management.
  • Document and optimize data processes, train team members, and monitor data file flow.
  • Investigate and resolve data inquiries.

Administrative Assistant / Intern

07.2022 - 07.2024
  • Proactively generated leads and uncovered new business opportunities through targeted telemarketing and client outreach.
  • Prepared appointment presentations with investment reports for clients.
  • Performed data entry and paystub analysis.
  • Utilized financial custodian websites, software platforms, and CRM systems.
  • Engaged clients through multiple channels: phone, email, and in-person.

Sales Associate

Menards
Muskegon
08.2019 - 11.2021
  • Sold products in person and via phone.
  • Managed inventory, audited overstock, and catalogued products.
  • Prepared and processed orders for contractors and customers.
  • Utilized a consultative approach to understand customer projects, successfully cross-selling products to enhance customer satisfaction and drive revenue.

Education

Bachelor of Business Administration - Finance, General Business

Western Michigan University
Kalamazoo
12.2024

Skills

  • Computer/software: Microsoft Office Suite, SmartOffice CRM, Riskalyze, Charles Schwab Advisor Center, Microsoft Outlook, IPX Retirement, National Life Group
  • Languages: English
  • Financial analysis
  • Data processing
  • Client engagement
  • Report preparation
  • Database management
  • Communication skills
  • Data processing and analysis

Extracurricular Activities

Varsity Soccer Captain, Fruitport High School JV Soccer Captain, Fruitport High School Muskegon Promise Scholar Student of the Month St. Thomas SERVE Mission Trip, Youth Unlimited Thunder Bay SERVE Mission Trip, Youth Unlimited Muskegon SERVE Volunteer Calvin Christian Reformed Church Youth Group Volunteer

Timeline

Data Processing & Analysis

GLP & Associates
01.2025 - Current

Administrative Assistant / Intern

07.2022 - 07.2024

Sales Associate

Menards
08.2019 - 11.2021

Bachelor of Business Administration - Finance, General Business

Western Michigan University

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