Michael Shepherd
Akron
Summary
Results-driven professional with extensive experience in financial analysis, customer service, and risk management. Utilizes strong analytical skills and comprehensive financial expertise to deliver tailored banking solutions that meet client needs. Proven ability to cultivate lasting client relationships while enhancing team performance through effective collaboration and communication. Committed to driving success and delivering exceptional service in fast-paced environments.
Overview
7
7
years of professional experience
Work History
Banker
Citizens
Canton, OH
05.2022 - Current
- Managed daily banking operations to ensure compliance with regulatory standards.
- Led a team of bank associates in achieving branch performance targets.
- Mentored junior staff on financial products and customer relationship management techniques.
- Analyzed client portfolios to provide tailored financial advice and solutions.
Seasoned Banker
Rocket Mortgage
04.2021 - 05.2022
- Led team in developing tailored mortgage solutions for diverse client needs.
- Streamlined loan processing protocols to enhance operational efficiency and reduce turnaround times.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Analyzed market trends to inform strategic lending decisions and improve competitive positioning.
Sales Specialist
Charter Communications
Akron, OH
04.2019 - 04.2021
- Executed sales strategies to achieve monthly revenue targets and enhance customer engagement.
- Developed comprehensive product knowledge to effectively address customer inquiries and drive sales.
- Provided first-rate service to all customers and potential customers.
- Boosted customer satisfaction by providing exceptional product knowledge and tailored recommendations.
Education
Finance
Kent State University
Canton, OHSkills
- Client support
- Innovative problem-solving
- Cash management
- Building customer relationships
- Problem-solving skills
- Driven individual
- Performance evaluation
- Exceeding revenue goals
Timeline
Banker
Citizens
05.2022 - Current
Seasoned Banker
Rocket Mortgage
04.2021 - 05.2022
Sales Specialist
Charter Communications
04.2019 - 04.2021
Finance
Kent State University