ElNinti Little
Canton
Summary
Dynamic professional with a proven track record at Fidelity Investments, excelling in relationship building and streamlining financial processes. Demonstrated expertise in customer service and decision-making, leading to enhanced client satisfaction and efficiency. Skilled in teamwork and continuous professional development, consistently achieving high levels of accuracy and service improvement.
Overview
5
5
years of professional experience
Work History
Financial Representative
Fidelity Investments
05.2022 - Current
- Met with customers and in book clients to assess needs, financial status, and eligibility for identifying opportunities.
- Built and maintained strong relationships with clients through transparent communication and organization.
- Streamlined financial processes and transactions for improved efficiency and accuracy in portfolio management.
- Maintained accurate records of all client interactions, ensuring seamless continuity of service across multiple touchpoints.
- Engaged in continuous professional development to stay up to date with company and industry regulations.
- Analyzed client feedback to identify areas for service improvement, leading to enhanced client satisfaction.
- Pre-qualified appointments for advisors to identify the needs for clients.
- Performed event coordination for larger parties and gatherings for in branch associates.
- Generated leads through ATC calling, resulting in assets being moved to Fidelity and clients being added to advisors books.
- Provided exceptional customer service, addressing guest concerns and inquiries promptly and professionally.
- Worked closely with new hires, answering questions and addressing various concerns during onboarding process.
Mortgage Underwriter and Account Executive
United Wholesale Mortgage
01.2020 - 05.2022
- Approved or denied loans based on established criteria and underwriting guidelines.
- Identified possible fraud risks through meticulous evaluation of application materials, protecting both lenders and homebuyers from potential losses.
- Analyzed and verified applicant income, assets and credit history to support compliance with underwriting guidelines.
- Increased customer satisfaction by providing timely feedback on application status and addressing potential issues promptly.
- Supported the loan origination team by providing expert knowledge and guidance on complex underwriting scenarios, enabling well-informed decisions in challenging cases.
- Achieved high levels of accuracy in data entry and analysis, ensuring streamlined processes throughout the mortgage underwriting lifecycle.
- Negotiated and communicated with loan officers, processors and loan applicants to reach satisfactory loan terms.
Education
Bachelor of Arts - Sport Management And Entreprenuership
Central Michigan University
Mount Pleasant, MI12-2019
Skills
- Relationship building
- Customer service
- Continuous professional development
- Service connections
- Teamwork and collaboration
- Time management
- Effective communication
- Decision-making
- Verbal and written communication
- Task prioritization
- Self motivation
- Interpersonal skills
Accomplishments
Awarded Market Choice- Excellence in Action nomination.
Licensing
Licenses : SIE, Series 7, Series 63, Series 66, and Life and Health producer
Timeline
Financial Representative
Fidelity Investments
05.2022 - Current
Mortgage Underwriter and Account Executive
United Wholesale Mortgage
01.2020 - 05.2022
Bachelor of Arts - Sport Management And Entreprenuership
Central Michigan University
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