Completed and passed Federal licensing through the S.A.F.E Act, graduated from both Refinance and Purchase Banking training, outbound dialing to prospective new clients to connect with our banking force to assist with their mortgage.
Intro Banker: Completed New Developmental Banking program. Advised on strategy for monthly savings & interest savings using a Rate & Term Refinance, along with Cash Out Refinances for Debt Consolidation, Home Improvement & Investment Opportunities
Purchase Banker (March 2020 - June 2024): Have helped over 300 families purchase a home across 21 different states, communicate directly with both clients and real estate agents from every step of the process from preapproval to closing, generated over $250 million dollars in loan revenue, responsible for coming up with creative solutions to help originate and close loans through influence and persuasion, responsible for fixing suspended loans by problem solving solutions to avoid loan denial, building relationships with both selling and listing agents to establish a referral based network.
Senior Refinance Banker (December 2019 - February 2020, July 2024 - Present): Completed 3-Month New Developmental Banking program, Advised on strategy for monthly savings & interest savings using a Rate & Term Refinance, along with Cash Out Refinances/Home Equity Loans for Debt Consolidation, Home Improvement & Investment Opportunities utilizing home equity, mentored newer tenured bankers with guideline knowledge and assisting with up front underwrites for new client applications, generated over $100 million in loan volume.
Experiential Learning Internship
Oxford Parks & Recreation
01.2019 - 05.2019
Responsibilities included calling local businesses for donations, assisting with planning for the opening of the new Oxford Aquatic Center, Completing First Aid CPR certification, and attending High Schools to inquire to students about summer jobs. Also went door-to-door to local businesses selling new brick pavers for Aquatic Center Entrance.
Consolidated Electrical Distributors
05.2018 - 08.2018
Worked in all departments within the Louisville Profit Center. Responsible for filing tickets and warehouse stocking, shadowed members of accounting and purchasing, assisted Inside Sales with Counter Sales, and accompanied Outside Sales on calls.
Communications & Marketing Department
Heaven Hill Brands
05.2017 - 08.2017
Responsible for digital archiving, teamed up with the Creative Design Department on a new digital asset management website, and assisted with registering all Heaven Hill beverage awards.
Communications & Marketing Department
Heaven Hill Brands
06.2016 - 08.2016
Responsible for digital archiving of former Heaven Hill product awards, interviewed members of the company for relationship building, and tagged videos for quick access for members of brand teams.
Education
Bachelor of Science - Sport Leadership & Management
Miami University
Oxford
05.2019
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Samford University
05.2016
High School (K-12) -
Kentucky Country Day (KCD)
05-2015
Skills
Microsoft: Word, Excel, PowerPoint
SalesForce
AMP (Doss System)
Amortization Schedule
Academic Awards
Samford University Dean’s Scholarship, Miami Transfer Recognition Scholarship
Timeline
Senior Banker
Quicken Loans/Rocket Mortgage LLC
08.2019 - Current
Experiential Learning Internship
Oxford Parks & Recreation
01.2019 - 05.2019
Consolidated Electrical Distributors
05.2018 - 08.2018
Communications & Marketing Department
Heaven Hill Brands
05.2017 - 08.2017
Communications & Marketing Department
Heaven Hill Brands
06.2016 - 08.2016
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Samford University
Bachelor of Science - Sport Leadership & Management