Mason Boone
Fort Worth,TX
Summary
Assisted clients by providing high-quality financial services and support. Managed CRM systems to enhance client interactions and satisfaction. Supported compliance with regulatory standards and contributed to process improvements. Obtained SIE certification and actively pursuing Series 7 and Series 63 licenses.
Overview
4
4
years of professional experience
Work History
Financial service representative
Charles Schwab
11.2025 - 04.2026
- Provided responsive phone-based client support, resolving account inquiries and escalating complex issues to specialists while maintaining professionalism and confidentiality.
- Maintained accurate client records in CRM, documented interactions, and followed regulatory procedures to ensure compliance.
- Balanced client service responsibilities while preparing for Series 7 and Series 63 licensing exams.
BDC Manager
Texas Harley-Davidson , Bedford
11.2023 - 11.2025
- Managed daily operations of BDC, enhancing team performance and customer engagement.
- Developed and implemented sales strategies, resulting in a measurable increase in lead conversion rates.
- Trained and mentored staff on customer service best practices, fostering a culture of excellence.
- Analyzed customer feedback to refine service offerings and improve customer satisfaction.
- Collaborated with marketing to optimize campaigns and drive traffic to the dealership.
Manager
Tires Home, Dallas, Tx
Dallas, Tx
02.2022 - 10.2023
- Oversaw the day-to-day operations of the sales team and technicians.
- Led weekly team meetings to foster collaboration and value alignment.
- Drove bottom-line growth through a strong focus on prioritized customer service and proactive resolution of conflicts.
- Spearheaded recruitment, hiring, and management initiatives to maintain a high standard of excellence among employees.
Education
School of Real Estate - undefined
Champion School of Real Estate
09.2021
High School - undefined
Tomball High School
05.2016
Skills
- Microsoft Office
- Leadership
- Customer Service
- Effective Time Management
Timeline
Financial service representative
Charles Schwab
11.2025 - 04.2026
BDC Manager
Texas Harley-Davidson , Bedford
11.2023 - 11.2025
Manager
Tires Home, Dallas, Tx
02.2022 - 10.2023
School of Real Estate - undefined
Champion School of Real Estate
High School - undefined
Tomball High School