Karen Simon
Peoria,AZ
Summary
Experienced in diverse banking and investment products, deposit accounts, and loans. Efficiently sets up services, transfers funds, and assists with complex transactions. Possesses strong communication and problem-solving abilities. Brings extensive financial and customer service knowledge from fast-paced bank settings. Professional attitude complemented by stellar mathematical skills, consistently earning recognition for service with a smile mentality. Proficient Hospital Corpsman in the United States Navy. Highly organized, proactive, and detail-oriented. Extensive knowledge of medical terminology and practices. Excels in managing medical records and inventory, performing assessments, and conducting training simulations to ensure readiness. Maintains a calm and professional demeanor regardless of the pressure or situation at hand.
Overview
4
4
years of professional experience
2
2
years of post-secondary education
2
2
Languages
Work History
Licensed Mortgage Loan Originator
Rocket Mortgage, LLC
10.2023 - Current
- Consult with clients about current and future needs to help them achieve their financial goals
- Advise and educate clients on the home buying or refinance process and how to better manage their mortgage/s
- Assist clients through the loan process from application to closing
- Worked closely with borrowers experiencing financial hardship, helping them explore alternative financing options or refinancing solutions.
- Structured loans creatively to address unique borrower situations and maximize approval chances without compromising compliance standards.
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
- Streamlined the loan origination process with thorough pre-qualification assessments, resulting in faster decisionmaking.
- Assisted credit officers with loan applications to originate 50+ loans.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Maintained compliance with federal and state regulations, ensuring accurate documentation and preventing potential legal issues.
Hospital Corpsman
US Navy Reserves
06.2023 - Current
- Rendered emergency medical treatment and administered immunization programs.
- Provided leadership, delegation, and exceptional medical service in high-pressure situations.
- Provided emergency medical care and conducted physical exams and interviews to gain medical history and relevant health data.
- Contributed to medical evacuations and transport of patients to other medical facilities.
- Administered medications through injections and IVs in compliance with physician orders.
- Conducted patient intake and triage procedures.
Hostess
Valle Luna Mexican Restaurant
02.2023 - 03.2023
- Worked with front of house staff to move tables and adjust seating to accommodate groups with special requests.
- Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
- Cultivated positive guest relations by managing information and orchestrating speedy seating.
- Trained new hostesses on customer service best practices and restaurant policies to maintain high standards of service.
- Supported servers, food runners, and bussers with keeping dining area ready for every guest
Bank Teller
MidFirst Bank
10.2021 - 01.2023
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Processed customer transactions promptly, minimizing wait times.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Assisted customers with compromised debit cards and issued new credentials.
- Sold and cross-sold bank products to new and existing customers.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Monitored and reported suspicious activity in line with bank security policies.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Managed over 50 customer calls per day, increased sales by 10%.
Sales Associate
Vans
11.2020 - 07.2022
- Engaged with customers to build rapport and loyalty.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Answered customer questions about sizing, accessories, and merchandise care.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Developed strong rapport with customers and created positive impression of business.
Sales Associate
Ross Dress For Less
06.2020 - 08.2020
- Answered customer questions about sizing, accessories, and merchandise care.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Maintained up-to-date knowledge of store sales, payment policies and security standards.
- Recommended complementary purchases to customers, increasing revenue.
Education
Certification - Hospital Corpsman Basic (USN)
Medical Education And Training Campus
06.2023 - 09.2023
No Degree - Forensic Psychology
Grand Canyon University
High School Diploma -
Kinnaird College For Women
09.2016 - 08.2018
Skills
Transaction processing
Small business operations
Consumer banking
Compliance, banking laws and regulations
Night and safe deposit procedures
Relationship building and management
Medication Administration
Emergency medical care
Phlebotomy expertise
Specimen collection
NMLS licensed
Negotiation Techniques
Timeline
Licensed Mortgage Loan Originator
Rocket Mortgage, LLC
10.2023 - Current
Hospital Corpsman
US Navy Reserves
06.2023 - Current
Certification - Hospital Corpsman Basic (USN)
Medical Education And Training Campus
06.2023 - 09.2023
Hostess
Valle Luna Mexican Restaurant
02.2023 - 03.2023
Bank Teller
MidFirst Bank
10.2021 - 01.2023
Sales Associate
Vans
11.2020 - 07.2022
Sales Associate
Ross Dress For Less
06.2020 - 08.2020
High School Diploma -
Kinnaird College For Women
09.2016 - 08.2018
No Degree - Forensic Psychology
Grand Canyon University