Marques Dewberry III
Durham,NC
Summary
Dedicated finance professional with a strong academic background and hands-on experience in financial services. Adept at financial analysis, risk management, and customer service. Seeking to leverage analytical skills and financial knowledge in a Financial Analyst role.
Overview
3
3
years of professional experience
Work History
Financial Service Officer / Financial Service Representative
State Employees Credit Union
Durham, NC
06.2023 - Current
- Analyzing financial data and providing investment advice to members, recommending optimal investment options based on individual needs and market conditions
- managing loan processing and lending operations, ensuring compliance with regulations and minimizing risk
- conducting risk assessments and fraud analysis, protecting member accounts and institutional assets
- utilizing Excel for financial modeling and data analysis, and reporting on account performance and trends
- managing diverse financial products including checking, savings, CD's, auto loans, and personal loans
- handling complex financial transactions including wires, ACH, and tax-advantage accounts
- developing and maintaining relationships with high-value members, providing personalized financial advisory services
Key Achievements
- Maintained 100% accuracy in cash handling, managing daily transactions of $6,000-$15,000
- consistently met or exceeded targets for accounts for account openings and loan approvals.
Student Assistant
University of North Carolina at Greensboro Chancellor's Office
Greensboro, NC
09.2021 - 05.2022
- Assisting in preparing financial reports and presentations for board meetings
- collaborating on various administrative tasks, demonstrating strong organizational, and time management skills
Education
Bachelor of Science in Business Finance (Transfer) -
University of North Carolina At Pembroke
Pembroke, NCBachelor of Science in Finance - Finance
University of North Carolina At Greensboro
Greensboro, NC12.2023
Skills
- Financial Analysis
- Risk Management
- Microsoft Excel (Advanced)
- Data Entry and Modeling
- Customer Relationship Management
- Problem-Solving and Critical Thinking
- Financial Advisory Services
- Loan Processing and Underwriting
- Regulatory Compliance
- PowerPoint and Presentation Skills
Professional attributes
- Detail-oriented with a commitment to accuracy in financial operations
- Strong analytical mindset with the ability to interpret complex financial data
- Excellent communication skills, adept at explaining financial concepts to diverse audiences
- Collaborative team player with a track record of positive interactions with colleagues and clients
Timeline
Financial Service Officer / Financial Service Representative
State Employees Credit Union
06.2023 - Current
Student Assistant
University of North Carolina at Greensboro Chancellor's Office
09.2021 - 05.2022
Bachelor of Science in Business Finance (Transfer) -
University of North Carolina At Pembroke
Bachelor of Science in Finance - Finance
University of North Carolina At Greensboro