Jeremy Kiefer
Phoenix,Arizona
Summary
A highly organized professional with the ability to effectively implement workflows to meet timelines and project requirements. Surpassed expectations with increased communications and and collaborating with clients.
Overview
5
5
years of professional experience
Work History
Registered Representative
Vanguard
01.2024 - Current
- Assessed the suitability of potential investments by analyzing clients'' financial circumstances and risk tolerance, ensuring appropriate recommendations were made.
- Successfully negotiated favorable terms for clients during complex investment transactions, protecting their interests throughout the process.
- Participated in ongoing professional development opportunities to maintain licensure and continually improve financial expertise.
Troubleshooting Expert
Cruise
09.2023 - 12.2023
- Provided ongoing support to users of reporting systems, troubleshooting issues as needed.
- Increased productivity with expert troubleshooting and prompt resolution of complex electrical issues, minimizing downtime.
- Resolved technical issues by leveraging expertise in troubleshooting methodologies and tools.
Waymo Fleet Support Specialist
TaskUs
08.2022 - 02.2023
- Operate vehicles in designated area for data collection
- Monitored systems in operation and quickly troubleshot errors
- Input commands into system to ensure safe maneuvering of obstacles
- Analyze and report data collected during shift
- Provided feedback to product development and engineering teams on issues for enhancements.
Credit Underwriter
Rocket Mortgage
05.2020 - 05.2022
- Analyze complex financial and credit information, per internal underwriting standards, investor guidelines, and federal regulations, yielding sound decisions and preventing company fines or buybacks.
- Ensure clarity and organization through compiling, analyzing and documenting loan data and credit risk, borrower and property information.
- Maximized individual pipeline daily by completing new initial underwrites, condition reviews and other underwriting tasks within established turn times.
- Reviewed residential appraisal reports, preliminary title reports, tax returns and solar loan documentations, determining loan risk to lower company liabilities.
- Awarded CAVS coin for responding with sense of urgency.
- Recognized CAVs coin for lowest error rate on the floor.
Sr Credit Analyst -Business Lending
JPMorgan Chase
10.2019 - 05.2020
- Review credit applications upon receipt and make credit decisions on each loan reviewed. Work inbound and outbound calls to develop and uncover potential risk.
- Connect with business owners to collect past and present sales along with gross annual income and obtaining verifying documents to complete request.
Education
Associate of Science - Pharmacy Technician
The Bryman School - Tempe
Tempe, AZBusiness Management
The University of Phoenix
Skills
- 25 years of driving experience with clean driving record
- Work well with teams and management collaborating ideas
- Identify potential safety concerns and red flags
- Proficient in all Microsoft Office systems
- MS-DOS Salesforce Calyx
Accomplishments
Recognition in March of 2020 for Perfect Quality, and Decision Reviews.
Recognized at Bank of America for highest survey scores in the nation at 97.8 percent for 2nd quarter 2019.
Honorably discharged from the U.S. Army.
Awarded for ability to de-escalate challenging situations and provide concise information on underwriting guidelines.
Additional Experience
US Army, US and Iraq – E4, Specialist
Timeline
Registered Representative
Vanguard
01.2024 - Current
Troubleshooting Expert
Cruise
09.2023 - 12.2023
Waymo Fleet Support Specialist
TaskUs
08.2022 - 02.2023
Credit Underwriter
Rocket Mortgage
05.2020 - 05.2022
Sr Credit Analyst -Business Lending
JPMorgan Chase
10.2019 - 05.2020
Associate of Science - Pharmacy Technician
The Bryman School - Tempe
Business Management
The University of Phoenix