Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

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
Omaha, Ne
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
Omaha, NE
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
Omaha, NE
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
Omaha, NE
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
Omaha, NE
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