Kasey Solomon
Round Rock
Summary
Looking to further develop my skills to advance my career within an administrative position. To use my current knowledge in the customer service role to assist in leading the company in successful day to day duties.
Knowledgeable in data entry with background in personal financial management and proven track record of guiding clients to make informed financial decisions. Successfully contributed to financial planning strategies that have positively impacted client portfolios. Demonstrated skills in financial analysis and client relationship management.
Overview
17
17
years of professional experience
Work History
PERSONAL FINANCIAL REPRESENTATIVE
University Federal Credit Union
Austin, TX
06.2022 - 05.2026
- Providing insightful financial advice for members, helping achieve financial success through products offered and establishing goals for future success.
- Offering knowledge on current rates and suggesting investment services.
- Submitting loan applications and maintaining correspondence on current submissions.
- Keeping updated on compliance and Federal regulations.
- Maintaining confidentiality and establishing rapport for all members.
- Understanding the specific and unique needs of individuals.
- Provided personalized financial guidance to members, enhancing understanding of loan products and investment options.
- Assisted clients in developing tailored financial plans, fostering long-term relationships and trust within the community.
- Facilitated educational workshops on budgeting and credit management, increasing financial literacy among participants.
Manager
Little Mama’s Filipina Restaurant
Round Rock, TX
01.2015 - 04.2022
- Ensured all health and safety standards were always met
- Supervised front-of-house operations, ensuring high customer satisfaction and efficient service delivery.
- Trained and mentored staff on menu knowledge and customer service best practices.
- Resolved customer complaints promptly, fostering a positive dining atmosphere.
- Oversaw cashier operations, bookkeeping, and security.
- End of day balancing
- Weekly supply and food orders
- Creating Schedules
Office Secretary
Solomon Mechanical
Round Rock
09.2009 - 01.2011
- Managed office correspondence and communication, ensuring timely responses and effective information flow.
- Coordinated scheduling for meetings and appointments, optimizing time management for executives.
- Maintained organized filing systems, enhancing retrieval efficiency of important documents.
- Assisted in preparation of reports and presentations, contributing to strategic planning sessions.
- Responded to inquiries from callers seeking information.
- Scheduled appointments and conducted follow-up calls to clients.
- Maintained daily report documents, memos and invoices.
- Managed filing system, entered data and completed other clerical tasks.
Education
High School Diploma -
Stony Point High School
Round Rock, TXSkills
- Planning and organizing
- Scheduling
- Time management
- Lobby Leading
- Solution Oriented
- Budgeting
- Excellent communication
- Flexible
- Quick thinker
- Adaptability
- Problem solving
- Certified Notary
- NMLS
- Prospecting
- Reliability
- Team collaboration
- Microsoft Excel
- Professionalism
- Professional demeanor
Timeline
PERSONAL FINANCIAL REPRESENTATIVE
University Federal Credit Union
06.2022 - 05.2026
Manager
Little Mama’s Filipina Restaurant
01.2015 - 04.2022
Office Secretary
Solomon Mechanical
09.2009 - 01.2011
High School Diploma -
Stony Point High School