Overview
Work History
Education
Skills
Timeline
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Ethan Crupe

Scottsdale,AZ

Overview

6
6
years of professional experience

Work History

Change of Ownership Specialist

Vanguard
08.2021 - Current
  • Assist clients daily with financial services involving their investment accounts. Includes client onboarding, online navigation, and initiating money movement requests
  • Collaborate with internal business partners within the company to ensure efficient service for the clients
  • Contribute to team and company goals by achieving individual performance metrics and participating in team and incentive programs
  • COO Primary Anchor Coach
  • Resolve client issues or concerns in an efficient manner, while ensuring compliance with company policies and regulations

Loan Processing Intern

JFQ Lending
05.2019 - 06.2021
  • Leverage relationships with existing and potential borrowers with the goal of originating a product that fits their needs.
  • Analyze customers' financial situations and provide the appropriate solution by advising customers as to the appropriate loan product for them.
  • Lock loans at point of sale, request initial documents from the customer, and submit an initial, paperless loan package to production staff.

Housing Manager

Pi Kappa Alpha
05.2019 - 07.2020
  • Collaborated with the Executive Board to plan and execute social events, community service projects, and recruitment events
  • Enforced house rules and regulations, mediated conflicts and maintained a safe and respectful living environment
  • Established and maintained relationships with vendors, contractors, and alumni to ensure continual support and resources for the chapter house
  • Managed a budget of $100,000.00

Customer Service/Production Associate

Fast Copy
04.2018 - 01.2020
  • Coordinated schedule of deliveries to ensure orders arrived complete and on time
  • Developed and implemented quality control measures to ensure all orders meet customer specifications
  • Developed effective communication systems with production staff and management to streamline workflow and increase efficiency


Education

Bachelor of Arts - Economics

University of Arizona
Tucson, AZ
05.2021

Skills

  • Adaptivity to Change
  • Capable of planning, executing, and controlling the work of a team to achieve specific goals
  • Customer Experience
  • Customer Relations
  • Strong leadership ability with a passion for working with people
  • Team Collaboration
  • Willing to learn

Timeline

Change of Ownership Specialist

Vanguard
08.2021 - Current

Loan Processing Intern

JFQ Lending
05.2019 - 06.2021

Housing Manager

Pi Kappa Alpha
05.2019 - 07.2020

Customer Service/Production Associate

Fast Copy
04.2018 - 01.2020

Bachelor of Arts - Economics

University of Arizona

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Ethan Crupe