Mission-driven and detail-oriented team player with strong organizational and interpersonal skills. Eager to learn, easy to adapt, and has the ability to handle multiple projects simultaneously with a high degree of accuracy. Molded by the experiences of working in both the financial and non-profit fields.
Overview
11
11
years of professional experience
Work History
Itinerant Speaker
Self Employed
09.2023 - Current
Established credibility as a speaker by showcasing expertise in the subject matter through well-structured presentations.
Adapted speaking style based on audience feedback, ensuring effective communication throughout engagements.
Enhanced event success by tailoring speech content to align with specific themes and objectives.
Student Pastor
The Peninsula Pentecostals
06.2018 - 08.2023
Oversaw administration and management of all areas of ministry.
Provided spiritual and administrative leadership to church and managed daily operations.
Generated reports and typed letters in Word and prepared PowerPoint presentations.
Developed and updated spreadsheets and databases to track, analyze and report data and growth.
Used Adobe InDesign and Adobe Photoshop to create images and layouts for multiple projects.
Provided guidance to families navigating challenging situations, offering compassionate counsel rooted in biblical principles.
Developed curriculum for small group sessions, enhancing faith-based discussions and learning experiences.
Financial Services Representative
Langley Federal Credit Union
07.2014 - 06.2018
Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Discussed financial options with clients and provided informed suggestions.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Identified customer financial service needs to prepare proposals and sell services.
Boosted financial service sales by using cross-selling techniques.
Gathered customer information and maintained in CRM database.
Led cross-departmental and divisional workflows supporting risk management.
Worked with underwriters to fix application problems and resolve issues.
Fielded customer complaints and provided solutions.
Submitted loan applications to underwriter for verification and recommendations.
Originated, reviewed, processed, closed and administered customer loan proposals.