Joseph McCowen

• Met with customers to assess needs, financial status, and eligibility.
• Built strong relationships with clients through transparent communication and trust-building activities.
• Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
• Conducted thorough risk assessments, minimizing potential losses for clients and the firm.

• Assistant in accounts payable department
• Acted as assistant during wake, funeral, and burial process
• Examined, categorized, and sorted documents

· Learned new materials, processes, and programs quickly.

· Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.

· Collected, arranged, and input information into database system.

· Examined, categorized, and sorted documents

· Resolved problems, improved operations, and provided exceptional service

· Reviewed Home Equity, Auto, and Boat Loans for Loan Officers

· Job shadowed & assisted numerous skill building fields such as lending, wealth management and analyst