Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shelby Heinz

Chandler,AZ

Summary

Seasoned professional with self-directed mindset and extensive experience valuing real estate land, homes and commercial properties. Highly analytical, organized and detail-oriented with systematic approach. Dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

9
9
years of professional experience

Work History

Real Estate Analyst

First International Bank And Trust
11.2021 - Current
  • Gathered information on nearby properties to compare and help make value determinations and evaluate properties.
  • Built and maintained strong relationships with assessors, lenders, and appraisers to facilitate smooth transactions in a competitive market environment.
  • Kept on top of latest trends in market sales and construction costs in order to produce optimal assessments.
  • Collected and analyzed relevant data to identify real estate market trends.
  • Reviewed evaluations and made sure that met departments standards.
  • Integrated various technological tools into daily workflows for increased productivity and streamlined communication among team members.
  • Created monthly invoices for the appraisal department for each branch.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Learned and adapted quickly to new technology and software applications.

Lead Personal Banker

First International Bank And Trust
05.2018 - 11.2021
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Assisted in development of marketing strategies to increase awareness of bank products and services within the local community.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Educated clients on a variety of financial topics and made professional recommendations on investment opportunities, products, and services based on their unique requirements.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Solved customer's requirements within authority.
  • Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of documents.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.

Mentor Teacher

CHARISM Youth Center
09.2017 - 06.2018
  • Aided young people with daily activities such as homework, sports and fitness, art, and literacy.
  • Graded lesson notes, corrected errors, and offered helpful advice on written assignments to help students improve their writing communication skills.
  • Provided individualized counseling services to underprivileged children dealing with mental health and family issues.
  • Help low-income youth build up skills needed to make healthy decisions.

Front End Operations Manager

Fleet Farm
01.2015 - 07.2016
  • Increased customer satisfaction by resolving product issues and complaints.
  • Solved customer issues, improved operations, and provided excellent customer service.
  • Coach and mentor cashiers.
  • Accurately process returns and give different product recommendations.
  • Reconcile cash terminals and prepare daily reports and deposits.

Education

Some College (No Degree) - Finance

Minnesota State University - Moorhead
Moorhead, MN

High School Diploma -

Dilworth-Glyndon-Felton Senior High School
Glyndon, MN
2017

Skills

  • Value calculation
  • Problem-Solving
  • Research
  • Estimation skills
  • Financial Planning
  • Project Management
  • Friendly, Positive Attitude
  • Public Speaking
  • Customer Relations
  • Attention to Detail
  • Schedule Management

Timeline

Real Estate Analyst

First International Bank And Trust
11.2021 - Current

Lead Personal Banker

First International Bank And Trust
05.2018 - 11.2021

Mentor Teacher

CHARISM Youth Center
09.2017 - 06.2018

Front End Operations Manager

Fleet Farm
01.2015 - 07.2016

Some College (No Degree) - Finance

Minnesota State University - Moorhead

High School Diploma -

Dilworth-Glyndon-Felton Senior High School

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Shelby Heinz