Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
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Jerimiah Burt

Omaha,NE

Summary

Experienced in financial management, client relations, and portfolio oversight. Adept at utilizing analytical skills to develop tailored financial strategies. Demonstrates a proven track record of enhancing client satisfaction and consistently achieving financial goals.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Financial Services Representative

First Interstate Bank
11.2023 - 07.2025

Helped clients with Financial needs such as:

1. Saving Money

2. Credit needs and/or Improvement

3. Setting up banking accounts for Personal and Business customers

4. Helped manage Personal and Business accounts to take full advantage of

Provided Banking and Account assistance such as:

1. New Accounts (Checking, Saving, and COD’s)

2. Loans

3. Credit Cards

4. Wealth/Investment referrals

Supported tellers as needed by:

1. Performed all banking transactions, as needed

2. Approved overrides, as needed

Worked with colleagues in the following departments to further support the needs of our customers:

1. Wealth Management

2. Treasury Services

3. Mortgage Services

Category Analyst

NFM
10.2020 - 05.2023


  • Researched Hard Surface Flooring market to evaluate competitors and identify trends(ie. Price Points, New Products, Product Location, etc)
  • Evaluated sales data for over 100 products in the Hard Surface Flooring department to identify areas for improvement and to assist in setting sales goals
  • Made recommendations based on research and evaluations, subsequently
  • Partnered with Sales Team, Marketing, Supply Chain, and Leadership Team

Warehouse Technician

NFM, Nebraska Furniture Mart
08.2019 - 10.2020
  • Managed Inventory (ie, Received, Stored, and Tracked Inventory)
  • Operated forklift, pallet jacks, and other equipment to move materials within the warehouse safely. (Certified Powered Industrial Trucks)
  • Picked, packed, and prepared orders
  • Adhered to safety procedures and guidelines to ensure my safety, the safety of my colleagues, and customer safety
  • Recorded inventory transactions


Supervisor/Server

VILLAGE INN
03.2018 - 02.2019
  • Oversaw daily operations of the restaurant
  • Supervised employees:

1. Created their schedules

2. Ensured they were performing their duties effectively by properly training them

3. Ensured customers were completely satisfied with their eating experience

  • Addressed customer concerns, handled complaints, oversaw entire dining room
  • Oversaw food preparation, ensuring compliance with the food safety standards, managed cooking staff, prepared food as needed
  • Managed inventory and addressed supplies


Project Manager

Jerimiah Burt
01.2015 - 06.2018
  • Oversaw roofing jobs and managed roofing teams(3-8 person teams)
  • Marketed and door knocked to promote business
  • Performed residential roof inspections during initial quoting process
  • Hired, supported, and managed all crews that performed the work on each job
  • Created Insurance estimates, negotiated with Insurance companies, and managed the Insurance Process on behalf of each customer
  • Ensured quality check occurred during and after job was completed
  • Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
  • Met project deadlines without sacrificing build quality or workplace safety

Education

BA - Computer Graphic Design

Bellevue University
01.2006

Skills

  • Financial services
  • Customer Service/Relationship management
  • Client relationship building
  • Debt management
  • Sales quota achievement
  • Goal setting and tracking
  • Strong work ethic
  • Financial product sales
  • Loan and grant knowledge
  • Punctual and dependable
  • Analytical thinking
  • Data-driven solutions
  • Risk mitigation

Accomplishments

    NMLS Certification

    Certified Notary

Certification

  • NMLS License - 2025

Languages

German
Professional Working

Timeline

Financial Services Representative

First Interstate Bank
11.2023 - 07.2025

Category Analyst

NFM
10.2020 - 05.2023

Warehouse Technician

NFM, Nebraska Furniture Mart
08.2019 - 10.2020

Supervisor/Server

VILLAGE INN
03.2018 - 02.2019

Project Manager

Jerimiah Burt
01.2015 - 06.2018

BA - Computer Graphic Design

Bellevue University