Luke Ponitz
Kalamazoo,MI
Summary
Analytical and strategic thinker with a background in financial and investment analysis. Known for high productivity levels and the ability to efficiently complete tasks, ensuring accuracy and timely delivery of projects. Possess specialized skills in market research, risk assessment, and portfolio management. Excel at communication, problem-solving, and adaptability, making complex financial concepts understandable and actionable for diverse audiences.
Overview
7
7
years of professional experience
Work History
Mortgage Loan Officer
Rocket Mortgage, LLC
Detroit, Michigan
04.2022 - 12.2024
- Conducted interviews with prospective clients to gather information regarding loan applications.
- Analyzed financial data obtained from clients including income, assets and liabilities to determine loan feasibility.
- Helped clients make decisions about loans and lines of credit based on availability, terms and benefits.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
Client Service Representative
State Farm - Ken Rose
Portage, Michigan
01.2021 - 04.2022
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Audited customer account information to identify issues and develop solutions.
- Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
Financial Advisor
AIG Retirement Services
Kalamazoo, Michigan
08.2019 - 01.2021
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Recommended strategies to clients to help achieve financial goals.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
Financial Advisor
Edward Jones
Springfield, Michigan
04.2018 - 06.2019
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Recommended strategies to clients to help achieve financial goals.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
Education
BBA - Finance
Western Michigan University
Kalamazoo, MI06-2017
Skills
- Loan management
- Loan product sales
- Client account management
- Document analysis
- Data interpretation
- Financial analysis
Timeline
Mortgage Loan Officer
Rocket Mortgage, LLC
04.2022 - 12.2024
Client Service Representative
State Farm - Ken Rose
01.2021 - 04.2022
Financial Advisor
AIG Retirement Services
08.2019 - 01.2021
Financial Advisor
Edward Jones
04.2018 - 06.2019
BBA - Finance
Western Michigan University