Nikolas Senkowski
Rochester Hills,MI
Overview
5
5
years of professional experience
Work History
Sales Representative
Parsons Xtreme Golf
11.2021 - Current
- Manage over 50 accounts to secure customer satisfaction and repeat business.
- Actively work to sell products and custom fit golfers by creating a positive environment, promoting the brand, and developing/leveraging relationships.
- Deliver customers a professional and personal experience by providing follow ups and CRM to maintain positive customer feedback
- Sold over $1 million in club sales in the 2022 calendar year
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales.
Underwriter
United Wholesale Mortgage
10.2020 - 10.2021
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Applied knowledge and judgement to detailed loan analyses to offer effective underwriting alternatives to clients
- Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
- Mentored new hires through the training process and offered feedback on their work
Resolution Analyst
Quicken Loans
03.2020 - 08.2020
- Supported management by processing invoices and documents with consistent on-time delivery.
- Work directly with internal/external business partners on daily requests
- Perform extensive documentation reviews to verify all required documents have been provided
Financial Advisory Intern
Equitable Advisors
05.2019 - 08.2019
- Maintained accurate, up-to-date financial spreadsheets and databases fore reliable reference.
- Collected and inputted client information into Salesforce
- Balanced client’s risk versus reward with the use of asset allocation with management
- Created asset maps to show an illustration of the client’s products in client meetings
Financial Advisory Intern
Financial Independence LLC- Raymond James
10.2018 - 03.2019
- Learned to establish rapport with clientele by attending meetings with paired advisor
- Assisted current clients regarding Required Minimum Distributions, account transactions, and transition paperwork
- Gathered client information using software systems such as Vision2020 and Redtail CRM
- Facilitated client paperwork/accounts through the transition of a broker dealer
Education
Bachelor of Science - Finance
Wayne State University
Detroit, MI12.2019
Skills
- Problem-Solving Strengths
- Outreach Initiatives
- Upselling Techniques
- Product and Service Knowledge
- Inside and Outside Sales
Timeline
Sales Representative
Parsons Xtreme Golf
11.2021 - Current
Underwriter
United Wholesale Mortgage
10.2020 - 10.2021
Resolution Analyst
Quicken Loans
03.2020 - 08.2020
Financial Advisory Intern
Equitable Advisors
05.2019 - 08.2019
Financial Advisory Intern
Financial Independence LLC- Raymond James
10.2018 - 03.2019
Bachelor of Science - Finance
Wayne State University
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