Self-representation in the real estate and mortgage industry, originating outbound business from the ground up, and assisting new individuals in the home-buying and selling processes, as well as originating residential and commercial loans.
Originated and closed over $2 million in residential and commercial loan volume, while leading a team that improved processing and underwriting efficiency by 25%, reducing the average file turnaround time from over 10 days to under 7.
Team leadership role, ensuring efficiency within Processing and Underwriting departments.
FINANCIAL SERVICE REP & TELLER
FIRST INTERSTATE BANK
Kalispell, MT
07.2021 - 04.2022
Served in various roles to promote growth, procure customers, and learn sound fundamentals of the US financial system.
Identified and referred financial products and programs (loans, credit cards, savings accounts), resulting in a 20% increase in new product adoption during tenure, and consistently exceeding referral goals by more than 30%.
Proactively mediating and researching to resolve conflicts involving outstanding charges, loan inquiries, etc.
Educating clients on multiple financial instruments to find the best individual fit.
CUSTOMER SERVICE & DATA ENTRY
AMIGOS FURNITURE & MATTRESS INC.
Dallas, TX
09.2019 - 04.2021
Managed home sales receipts, ensuring data accuracy through Excel and Fishbowl.
Documented purchase orders and invoices for incoming merchandise from wholesalers.
Processed payments and posted transactions to accounts receivable and payable.