Stephen Harvey
Temple
Summary
Professional with robust background in client services. Demonstrates strong skills in managing client relationships, resolving issues efficiently, and delivering high-impact results. Known for effective team collaboration and adaptability to changing needs. Possesses excellent communication, problem-solving, and organizational skills, ensuring smooth operations and client satisfaction.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Service Associate
Stewardship Investments
09.2025 - Current
- Assisted clients in navigating investment options and account services.
- Responded to client inquiries, ensuring timely and accurate information delivery.
- Maintained client records using CRM software for efficient data management.
- Utilized planning software as second chair in wealth management meetings.
- Supported onboarding of new clients by preparing necessary documentation and materials.
- Perform weekly trading and quarterly rebalances.
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
Sterile Processing Technician 2
Baylor Scott and White Regional Medical Center
04.2025 - Current
- Processed and sterilized surgical instruments using advanced sterilization equipment.
- Conducted routine inspections to ensure compliance with safety and hygiene standards.
- Assisted in inventory management, ensuring adequate stock levels of sterile supplies.
- Collaborated with surgical teams to streamline instrument availability for procedures.
- Maintained accurate documentation of sterilization processes and equipment usage.
- Trained new staff on proper sterilization techniques and safety protocols.
Mortgage Loan Originator
Lendmire LLC
11.2024 - 11.2025
- Evaluated borrower financial profiles to determine eligibility for mortgage programs.
- Developed comprehensive loan proposals to streamline approval processes.
- Communicated effectively with clients to address inquiries and provide guidance throughout loan application process.
- Collaborated with underwriters and processors to facilitate timely loan closings.
- Conducted market research to stay informed of industry trends and competitive products.
- Led initiatives to optimize workflow processes, resulting in improved turnaround times for loan applications.
Financial Planner
Credent Wealth Management
02.2022 - 11.2024
- Developed personalized financial plans aligning with client goals and risk tolerance.
- Conducted comprehensive financial analysis to identify investment opportunities and optimize portfolios.
- Advised clients on tax-efficient strategies, retirement planning, and estate management.
- Monitored market trends to provide timely recommendations for portfolio adjustments.
- Collaborated with cross-functional teams to enhance client engagement and service delivery.
- Streamlined financial planning processes, improving efficiency in client onboarding procedures.
Client Service Associate
Strata Trust Company
04.2021 - 02.2022
- Collaborated with team members to enhance client service processes and workflows.
- Monitored account activities to identify potential issues and escalate as needed.
- Developed strong relationships with clients through effective communication and follow-up.
- Participated in training sessions to improve product knowledge and service delivery skills.
Education
Bachelor of Arts - Political Science
California Baptist University
Riverside, CA05-2015
Skills
- Empathy and patience
- Issue resolution
- Performance metrics analysis
- Data entry proficiency
- Client relationships
- Salesforce
- eMoney
Certification
- Series 65
- Mortgage Loan Originator
- Notary Public
- Certified Registered Central Service Technician
- CPR Certified
Timeline
Client Service Associate
Stewardship Investments
09.2025 - Current
Sterile Processing Technician 2
Baylor Scott and White Regional Medical Center
04.2025 - Current
Mortgage Loan Originator
Lendmire LLC
11.2024 - 11.2025
Financial Planner
Credent Wealth Management
02.2022 - 11.2024
Client Service Associate
Strata Trust Company
04.2021 - 02.2022
Bachelor of Arts - Political Science
California Baptist University