Joseph Lykes
Tutor
Scottsdale,AZ
Summary
Personable and analytical, with strong foundation in financial principles and client relationship management. Adept at financial analysis and risk assessment, combined with proficiency in loan structuring and credit evaluation. Committed to driving financial growth and fostering long-term client partnerships.
Overview
8
8
years of professional experience
7
7
years of post-secondary education
1
1
Language
Work History
Tutor
Study Smart Tutors, Inc
Phoenix, AZ
03.2024 - Current
- Tutoring English and Math after school Monday through Thursday and on Saturdays for the Arizona Public School System.
- Collaborated with students to complete homework assignments, identify lagging skills, and correct weaknesses.
- Enhanced students'' understanding of subject matter by incorporating real-world examples into lessons.
- Tutored diverse groups of students to strengthen subject comprehension, boost confidence, and build important learning skills.
Business Representative
MassMutual
Tampa, FL
03.2022 - 09.2023
- Licensed Insurance Agent in Florida and Ohio - Sales of Life Insurance, Health Insurance, Annuities for Legacy Wealth Partners, a subsidiary of MassMutual.
- Sold Life Insurance Policies totaling over $1MM through the firm.
- Developed new business opportunities through regular prospecting and targeted outreach efforts.
- Boosted client satisfaction by providing exceptional customer service and addressing concerns promptly.
- Attended business conferences, maintaining favorable business connections, identifying leads and promoting brand to potential customers.
Commercial Credit Underwriter
USAmeriBank
Tampa, Florida
10.2016 - 08.2017
- Enhanced the efficiency of the underwriting process by implementing comprehensive risk assessment models.
- Maintained up-to-date knowledge of market trends, allowing for informed decision making in evaluating applications.
- Played a key role in maintaining a high-quality loan portfolio, minimizing defaults and maximizing returns for the organization.
- Achieved a high level of accuracy in analyzing credit applications, resulting in well-informed lending decisions and reduced financial risk.
- Upheld strict adherence to confidentiality policies when handling sensitive client information, preserving trust within the organization.
Education
MBA - Finance
University of Tampa
Tampa, FL 08.2018 - 05.2021
Bachelor of Science - Finance
Auburn University
Auburn, AL 08.2011 - 05.2016
Skills
Time management
Group tutoring
Homework assistance
Reading comprehension
Verbal and written communication
Progress reporting
Customer service
Trade finance
Analytical thinking
Prospect calling
Analyzing data
Mathematical accuracy
Timeline
Tutor
Study Smart Tutors, Inc
03.2024 - Current
Business Representative
MassMutual
03.2022 - 09.2023
MBA - Finance
University of Tampa
08.2018 - 05.2021
Commercial Credit Underwriter
USAmeriBank
10.2016 - 08.2017
Bachelor of Science - Finance
Auburn University
08.2011 - 05.2016