Summary
Overview
Work History
Education
Skills
Timeline
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Elijah Woahtee

Parkville,MD

Summary

Motivated and detail-oriented professional seeking a role where I can leverage my analytical skills, strong communication abilities and creative problem-solving talents. I aim to apply my knowledge of financial principles as well as my strong sales abilities where I can contribute to an organization's success.

Overview

5
5
years of professional experience

Work History

Accounts Payable Representative

T ROWE PRICE (CONTRACT)
01.2024 - 07.2024
  • Reviewed transaction requests and authorizations for investment and 401k accounts. Processed transactions for timely and accurate reconciliation of transactions.
  • Responsible for tracking responses to client inquiries in order to inform the development of guides that enable to swift resolution of recurring inquiries and concerns.
  • Processed high value purchases, processed box pulls and diligently reviewed data to enter to Salesforce.
  • Corresponded with Brokers and Clients to assist with account inquiries via phone, email and or secured message.
  • Created new sales opportunities through Salesforce for Brokers to create additional purchases to follow up with the client.
  • Performed duties as assigned to improve business processes, the timing and quality of client transactions and understand business processes and service requirements.

Junior Loan Officer

E Mortage Capital
01.2022 - 01.2024
  • Consulted with potential loan applicants. Corresponded with client inquiries and provided additional information about home loan products, personal loans and refinance options to create potential relationships.
  • Managed an average of 30 clients simultaneously. Garnered an average of $110,000 per client in revenue.
  • Discussed options with senior mortgage loan officer/MLO to make recommendation of which home loan products are best suited depending on applicant's financial status.
  • Liason between loan processors, senior loan officers, mortgage loan originators, underwriters, mortgage lenders and realtors on behalf of the client as needed to ensure a successful loan transaction.
  • Gathered financial information to assist with loan applications, prepared loan files and assessed applicant's financial situation and eligibility.
  • Possessed the highest level of sales and negotiation abilities. Knowledge of guidelines and procedures for loan programs and assets.

Client Sales Specialist

Arcadia
07.2021 - 01.2022
  • Served as first point of contact to resolve customer inquiries and generated customer reports per customer requests.
  • Handled customer requests, order entry, running daily reports and worked very closely with all departments to ensure all customer requests are handled in a timely manner.
  • Processed customer orders, requests and payments accurately and a timely manner.
  • Trained employees in customer outreaches and resolving issues such as troubleshooting various of Arcadia products.
  • Performed other duties and special projects as needed.

Assistant Manager

Royal Farms
01.2019 - 07.2021
  • Implemented workflow procedures based on direction of the Store leader.
  • Supervised employees during daily operations, provided customer supoort in escalated situations and managed the overall workflow of the store.
  • Required to lead the daily operations of the store and retail team in the Store Leader's absence and otherwise assist the Store Manager as required.
  • Assisted with payroll and time management of the store staff. Ensured accurate data before review and approval.
  • Trained new hires and guided them through the company's procedure and culture.
  • Performed product inventory and entered product counts in the system. Stocked items per guidelines. Performed other duties as assigned.

Education

Bachelor of Science - Communications- Broadcasting And Journalism

Bowie State University
Bowie, MD
05.2020

Associate of Science - General Studies

CCBC
Essex, MD
05.2017

Skills

  • Vendor Relationship Management
  • Statement Review
  • Dispute Resolution
  • Financial research
  • Invoice Processing
  • Data Entry
  • ERP systems proficiency

Timeline

Accounts Payable Representative

T ROWE PRICE (CONTRACT)
01.2024 - 07.2024

Junior Loan Officer

E Mortage Capital
01.2022 - 01.2024

Client Sales Specialist

Arcadia
07.2021 - 01.2022

Assistant Manager

Royal Farms
01.2019 - 07.2021

Bachelor of Science - Communications- Broadcasting And Journalism

Bowie State University

Associate of Science - General Studies

CCBC

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Elijah Woahtee