Parker Gwin
Marx Optical
Decatur
1
Certification
8
years of professional experience
Recent graduate with experience in financial services, business operations, sales, and client relationship management. Experienced in analyzing financial information, managing business finances, and building trusted client relationships. Entrepreneurial, driven, and seeking to build a career in financial advising and wealth management.
Work History
Managing Member
4 Months- Manage all aspects of business operations, including financial administration, client account management, contract lifecycle management, invoicing, and business communications.
- Oversee company financial activities, including accounts receivable, invoicing, expense tracking, reconciliation, and maintaining accurate financial records.
- Manage and maintain client relationships, serving as the primary point of contact and ensuring timely communication, issue resolution, and high-quality service delivery.
- Manage the full client engagement process, from initial communication and contract development through service delivery, billing, and ongoing account management.
- Coordinate communications and business relationships across multiple organizations, negotiating priorities, managing expectations, and ensuring successful completion of client obligations.
- Analyze business financial information and operational performance to support decision-making and identify opportunities for future customers.
Team Lead
7 Years 6 Months- Led cross-functional teams to improve operational efficiency, streamline workflows, and consistently achieve performance and production goals.
- Monitored team performance metrics, identified areas for improvement, and provided coaching and feedback to drive stronger individual and team results.
- Built strong working relationships with team members and clients while addressing needs, resolving issues, and maintaining a high level of service.
- Adapted to changing business demands by managing multiple responsibilities, reallocating resources, and providing coverage across functions to maintain productivity.
Account Executive/Sales Representative
1 Year 7 Months- As an Account Executive at Jani-King, I proactively engaged in cold calling to acquire new clients, effectively managing and nurturing existing accounts to ensure satisfaction and retention. I addressed client concerns promptly, ensuring service quality met company standards. Additionally, I identified and transitioned underperforming accounts to maintain high service levels. I also diligently followed up on company-generated leads, converting them into long-term partnerships.
Loan Officer
8 Months- Guided clients through the mortgage process by phone and email, assessing financial profiles and matching borrowers with appropriate loan products and financing solutions.
- Conducted outbound prospecting and cold calls to generate new business, develop relationships, and identify prospective borrowers.
- Analyzed client financial information, including income, assets, credit, and overall financial circumstances, to evaluate eligibility and provide tailored guidance.
- Built and maintained relationships with borrowers, homebuilders, and real estate professionals while coordinating communications to facilitate efficient loan transactions and deliver a high level of client service.
Education
BBA - Business Administration, General Business
High School Diploma
Skills
Team Collaboration
Effective Communication
Self-Motivated
New Business Launch
Decision-Making
Staff Management
Certification
FINRA Securities Industry Essentials (SIE), (July 2026)
Timeline
Managing Member
Stellar Capital LLC
04.2026 - CurrentRead More
Account Executive/Sales Representative
Jani King
08.2023 - 03.2025Read More
Loan Officer
Mutual of Omaha
05.2020 - 01.2021Read More
Team Lead
Marx Optical
02.2019 - CurrentRead More
University of Alabama in Huntsville
BBA from Business Administration, General Business
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Priceville High School
High School Diploma
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