Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Francisco McKnight

Grand Rapids

Summary

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Licensed Client Consultant II

Flagstar
01.2023 - Current
  • Utilized active listening skills to identify customer needs and provide appropriate solutions.
  • Developed financial projections and forecasts to guide investment decisions.
  • Coordinated with financial advisors to develop long-term investment strategies.
  • Maintained database by verifying information and recording new information when needed.
  • Stayed current with latest changes to applicable regulatory standards and company procedures.

Member Solution Specialist

Adventure Credit Union
01.2022 - 12.2022
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Advised clients on mortgage, education and personal loans.

Education

Grand Rapids Community College
Grand Rapids, MI

High School Diploma -

Union High School
Grand Rapids, MI
05-2020

Skills

  • Client relationship management
  • Client profile development
  • Research proficiency
  • Technical documentation proficiency
  • Regulatory compliance oversight
  • Experience in financial services
  • Data Analysis

Certification

Michigan Life & Health Producer

Securities Industry Essentials (In Progress)

Timeline

Licensed Client Consultant II

Flagstar
01.2023 - Current

Member Solution Specialist

Adventure Credit Union
01.2022 - 12.2022

Grand Rapids Community College

High School Diploma -

Union High School

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