I plan to build on and develop my current skills and academic knowledge. A dedicated team player who can be relied upon to help achieve company goals. Able to adapt and learn quickly to contribute to the success of myself, others, and the company.
• Assisted customers in obtaining financing for vehicle purchases, including reviewing credit reports, explaining financing options, and completing loan applications.
• Created and presented financing proposals to customers, explaining terms, conditions, and overall costs of financing.
• Worked collaboratively with the sales team to ensure a seamless customer experience throughout the vehicle purchasing process.
• Maintained accurate and up-to-date records of financing transactions and customer information.
SIE Certified: Knowledge of fundamental concepts such as types of products and their risks; the structure of the markets, regulatory agencies and their functions; and prohibited practices
Financial Analysis: Proficient in financial analysis techniques, including ratio analysis, financial modeling, and forecasting
Software Proficiency: Proficient in financial software and tools, including Excel, Word, QuickBooks, financial modeling software, and accounting software
Communication: Strong communication skills, both verbal and written, with the ability to explain financial concepts and analysis to non-financial teammates
Investment Club, Charlotte, NC 2021-2022
Club Member
· Every other Monday, this club meets to talk about recent market news, strategies, portfolio rebalancing, statistical and technical analysis, and much more.