Finance Analysis Extensive experience in data processing, problem analysis and resolution, and strong client relationship skills. Results oriented with proven success in verbal and written skills, paying attention to details, compliance monitoring and organizational time-management skills.
Overview
26
26
years of professional experience
Work History
Customer Service Representative
Randstad
2024.01 - 2026.01
Assisted clients and customers, via incoming calls, with questions about their disability leaves. The position also entailed fielding intake calls to initiate the process of taking a leave of absence for disability reasons. I also helped solve any discrepancies with clients and customers.
Solar Sales/Customer Service Representative
Sunrun, Inc.
2014.01 - 2024.01
Work directly with potential customers online and by phone to ensure qualifications to meet program guidelines. Create and maintain good relationships with inbound and outbound callers to review records for accuracy and being up to date.
Loan Underwriter
Urban Lending
2012.01 - 2014.01
Loan modification analysis for prospective clients. Field phone calls from potential clients inquiring about loan modifications. Provided customer credit analysis reviews.
Owner
Alcott Medical Building
2003.01 - 2013.01
Market and promote tenant space. Successfully negotiated new contracts with existing tenants. Successfully marketed lease space resulting in 100% occupancy.
Vice President of Real Estate Business Development
Premier Bank
2003.01 - 2004.01
Vice President of Real Estate Business Loan Development with extensive experience in generating a large client base, credit underwriting, financial analysis, and workouts. Responsibilities included prospecting and generating new commercial real estate and business loans and making loan presentations to Commercial Real Estate Brokers and their firms.
Real Estate Business Development
U.S. Bank
2002.01 - 2003.01
Vice President of Real Estate Business Loan Development with a strong emphasis in all aspects of real estate financing, real estate and inventory field audits, feasibility analysis, financial statement review analysis and consulting.
Owner
Aurora’s Car Wash
2000.01 - 2003.01
Overlooked all aspects of operations. Hire and monitor contractors. Purchased supplies and equipment.
Education
Bachelor of Science Degree - Hotel and Resort Management
University of Colorado
Boulder, Colorado
Skills
Proficient in Microsoft Excel
Proficient in Google Suite
Proficient in PowerPoint
Ability to multitask and prioritize tasks
Good organizational and time-management skills
Ability to work independently
Excellent written and verbal skills
Fast and accurate typing
Timeline
Customer Service Representative
Randstad
2024.01 - 2026.01
Solar Sales/Customer Service Representative
Sunrun, Inc.
2014.01 - 2024.01
Loan Underwriter
Urban Lending
2012.01 - 2014.01
Owner
Alcott Medical Building
2003.01 - 2013.01
Vice President of Real Estate Business Development
Premier Bank
2003.01 - 2004.01
Real Estate Business Development
U.S. Bank
2002.01 - 2003.01
Owner
Aurora’s Car Wash
2000.01 - 2003.01
Bachelor of Science Degree - Hotel and Resort Management