Summary
Overview
Work History
Education
Skills
Certification
Interests
Work Availability
Timeline
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Shelby Bearden

Shelby Bearden

St. Petersburg,FL

Summary

Dynamic sales and financial services professional with over a decade of experience driving revenue growth through data-driven strategies and high-stakes sales. Proven track record as a top performer at Rocket Mortgage, generating over $5.4 million in mortgage sales within the first four months and consistently ranking among the top 25 closers. Expertise in trading, analytics, and market analysis, supported by a strong foundation in SQL, Tableau, and statistical modeling to enhance decision-making processes. Seeking to leverage skills in financial services and data analytics to optimize strategies and address complex challenges while fostering growth.

Truly a "Go-Getter", and hungry for opportunity.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Mortgage Banker

Rocket
01.2022 - 02.2025
  • Analyzed client financial data to evaluate debt, credit, and home equity scenarios, identifying actionable insights.
  • Assessed macroeconomic and interest rate trends to inform client financial strategies.
  • Designed reporting templates to track loan and portfolio performance metrics.
  • Produced summary reports for leadership highlighting trends, risks, and opportunities.

Outside Sales Account Executive

Cox Automotive Inc.
02.2020 - 01.2022
  • Conducted analysis of dealer account performance and operational metrics to guide recommendations.
  • Developed reporting frameworks to track client engagement, identify trends, and measure results.
  • Provided data-backed insights to leadership for business strategy adjustments.
  • Trained junior staff on interpreting metrics and using data to make decisions.

Senior Client Services Representative II

03.2016 - 02.2020
  • Interpreted client performance and transactional data to identify patterns and strategic opportunities.
  • Built reports and dashboards to track KPIs and inform decision-making.
  • Applied quantitative analysis to uncover trends in B2B dealer activity and highlight improvement areas.
  • Mentored team members on interpreting performance metrics and data trends.

Education

Bachelor of Science - Economics

Broward College

Skills

  • Data analysis expertise
  • Financial service expertise
  • Customer relationship management in banking
  • Originating home loans
  • Data filtering
  • Profitability enhancement
  • Data mining
  • Analytical thinking
  • Technical analysis
  • Statistical analysis
  • Client acquisition
  • Sales planning

Certification

  • NMLS Licensed MLO
  • Certified Data Analytics Professional

Interests

  • Hiking
  • Kayaking
  • Running
  • Adventure Travel
  • Photography
  • Mindfulness Practices
  • Youth Development Programs
  • Community Cleanup
  • Gardening
  • Growing herbs, vegetables, or fruits in home gardens
  • Enjoy experimenting with different ingredients and flavors in the kitchen
  • Tech enthusiast, passionate about exploring the latest advancements and innovations
  • Artificial Intelligence (AI) and Machine Learning
  • Blockchain Technology and Cryptocurrency


Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Mortgage Banker

Rocket
01.2022 - 02.2025

Outside Sales Account Executive

Cox Automotive Inc.
02.2020 - 01.2022

Senior Client Services Representative II

03.2016 - 02.2020

Bachelor of Science - Economics

Broward College

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