LANIS CLARK II
El Dorado Hills,CA
Summary
With 5 years of experience building and maintaining strong and effective sales relationships, I excel in analyzing financial data to drive strategic business decisions. Adept at leveraging insights to optimize performance, I'm your go-to professional for unlocking growth opportunities and delivering results-driven strategies.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Investment Services - Financial Services Associate
Golden 1 Credit Union
08.2023 - Current
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Maintained knowledge of new investment products and assisted in developing sales strategies.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Assisted in the preparation of comprehensive financial plans to help clients achieve their financial goals.
LOAN OFFICER ASSISTANT
Van Patten Mortgage Group
05.2022 - 11.2022
- Downloaded online loan applications Into LOS system, verified accuracy of data, and corresponded with borrowers to collect pertinent Information for loan processing
- Pulled credit & ordered appraisals
- Maintained and utilized a database of key items for efficient storage, recollection, & analysis to ensure contingency & targeted closing dates were met
- Reviewed estimates, Truth In-Lending disclosures, & HVCC requirements to meet new compliance regulations
- Interfaced with loan officers, processors & underwriters to manage progress of loans from origination to close
- Supported Loan Officer with administrative duties by fielding telephone calls, receiving & directing visitors, word processing, filing, & faxing.
SALES ASSOCIATE
Hugo Boss
02.2020 - 11.2020
- Provided sales and outfit consultations for customers
- Provided advice to customers, making sure to go the extra mile for customer satisfaction.
ACTIVE SALES ASSOCIATE
Macy's
08.2018 - 04.2019
- Connected with customers to make sales goals & increased stores revenue
- Established floor presentations, maintained, and restocked as needed.
SHOE SALES/SPORTSWEAR ASSOCIATE
Nordstrom's
10.2015 - 07.2016
- Developed personal relationships with clients to ensure customer loyalty
- Monitored receiving, check-in, & stocking of merchandise to verify accuracy.
Education
Bachelor of Science - Business Administration/Finance
California State University
Sacramento, CA05.2024
Associate of Science - Business Administration/Finance
Sierra College
Rocklin, CA12.2022
Skills
- Financial Modeling & Financial Forecasting
- Communication
- Microsoft Office/Excel
- Analytical & Systematic thinking
- Presentation skills
- Multi-tasking
- Accounting
- Relationship Building & Data Interpretation
- Sales skills
- Business/Strategic Planning
- Corporate finance
Certification
- 20 Hour SAFE Comprehensive - Mortgage Loan Originator Pre-Licensure Education Course
- Completion of Real Estate exam courses: Real Estate Practice, Real Estate Principles & Legal aspects of Real Estate
Timeline
Investment Services - Financial Services Associate
Golden 1 Credit Union
08.2023 - Current
LOAN OFFICER ASSISTANT
Van Patten Mortgage Group
05.2022 - 11.2022
SALES ASSOCIATE
Hugo Boss
02.2020 - 11.2020
ACTIVE SALES ASSOCIATE
Macy's
08.2018 - 04.2019
SHOE SALES/SPORTSWEAR ASSOCIATE
Nordstrom's
10.2015 - 07.2016
Bachelor of Science - Business Administration/Finance
California State University
Associate of Science - Business Administration/Finance
Sierra College