Hunter Lutz
Pensacola,FL
Summary
Motivated and ambitious professional eager to contribute to the financial industry and adept at processing vital client paperwork. With a keen eye for detail and strong organizational skills, I am well-equipped to ensure seamless transitions throughout the client acquisition process. I thrive in a collaborative environment and am committed to delivering the highest level of client service. I am excited about the opportunity to join your fast-paced financial firm, where I can utilize my skills to make a direct impact on clients' financial freedom.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Finance Specialist ll
Navy Federal Credit Union
01.2020 - Current
- Provide consumer credit counseling to over 100 Navy Federal members monthly.
- Complete and process internal applications submitted by Navy Federal counselors and ensure accuracy for account modifications.
- Research and analyze pending applications to facilitate application completion and reach organizational deadlines.
- Provide revisions to credit payment schedules to reflect unforeseen changes to a members discretionary income.
Bartender
Cactus cantina
01.2018 - 01.2020
- Operated and assisted with management of front of house operations
- Responsibilities included maintaining workflow, optimizing productivity, training new hires, and maintaining guest relations
- Coordinated events and helped management team strategize product promotion expos
- Assisted with cash and inventory management and closing cash drawer procedures.
Education
B.S. Finance -
University of West Florida
05.2025
Skills
- Effective Planning
- Time management
- Office Administration
- Documentation Management
- Analytical Thinking
- Customer Relations
Certification
Certified Personal Finance Counselor
Timeline
Personal Finance Specialist ll
Navy Federal Credit Union
01.2020 - Current
Bartender
Cactus cantina
01.2018 - 01.2020
B.S. Finance -
University of West Florida
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