Performed detailed calculations to verify income, assets, liabilities and other data provided by applicants.
Collaborated with underwriters and management to resolve any discrepancies in the applicant's financial profile or documentation issues.
Implemented a 5-step system of repeatable processes to communicate expectations, due dates, and situation resolution plans. This system also served as a check and balance to meet compliance, quality assurance, final approval, and closing date deadlines.
Utilized various software programs, such as Encompass360 Loan Origination System, for data entry purposes. These programs also include nCino, Blend, Microsoft Word, OneNote, Excel, Teams, and Outlook.
Sales Associate
Lockwood Partners, Oil & Gas
Pasadena, TX
01.2023 - 12.2023
Starting as a warehouse hand, I worked my way into inside/outside sales roles. I spent roughly 6 months across the shipping, receiving, and project departments, which then evolved into a Warehouse Flex position under the warehouse manager for 2 months.
Using Excel, I created a tracking worksheet to manage inventory for a 6-week, 500+ valve relocation and restoration project. I was responsible for the count, restoration, and relocation of the valves.
I ran two separate liquidation projects, 3 weeks, and 5 weeks, grossing roughly $60,000. My role was to manage a small team responsible for sourcing, staging, and loading. Independently, I provided the data entry for the gross proceeds in the IBM AS400 application system, as well as a sourcing tool to locate within the warehouse.
As an outside sales representative, I am responsible for the monthly sourcing, packing, and delivery for business accounts.
As a valve-specialized inside sales representative, I was responsible for maintaining an up-to-date knowledge of the valve market. Using 3rd party resources, I was able to forecast, quote, and stage orders for our team.
Sales Consultant
Purdy Mobility, Huntsville Toyota
Huntsville, TX
08.2020 - 10.2020
I generated $35,000 of revenue from walk-in customers, and $12,000 of lead-generated revenue.
Provided detailed product information to customers, including features, prices, and availability.
Used consultative sales techniques to understand customer needs and recommend relevant products and services.
City Administrator Assistant- Intership
City of Ellsworth
Ellsworth, KS
05.2018 - 08.2018
Produced, refined, and implemented my estimated and projected budget for the 2019 fiscal year. Budgeted funds were over $11,000,000, which were allocated across the Administration, Public Safety, Public Works, Human Services, Recreational Activities, City Property, Debt, County Tax, and public library.
Wrote grants for city expenses and projects, expensing roughly 2 million dollars.
Strategic business development shadowing, primarily focused on the planning, surveying, and construction of a new hospital and splashpad.
Recorded minutes for the city councils' biweekly meetings.