Stephen "Blake" Goldin
Tallahassee
Summary
Proactive leader with strong financial software proficiency and a focus on operational excellence. Experienced in training team members and improving workflows, contributing to enhanced service delivery and client satisfaction.
Overview
7
7
years of professional experience
Work History
Financial Services Officer
First Commerce Credit Union
Tallahassee, FL
12.2021 - Current
- Collaborated with financial advisors to enhance life insurance and annuity offerings. Oversaw large client balance sheets to ensure optimal management. Achieved FL 215, SIE, and Series 6 licenses to strengthen expertise.
- Analyzed financial data to identify trends, supporting informed decision-making for product offerings.
- Collaborated with team to streamline workflow processes, improving service delivery times.
- Supported cross-departmental training efforts by assisting with onboarding, coaching, and skill development across multiple functional areas.
- Led initiatives to improve member engagement strategies, increasing overall satisfaction ratings.
National Guard Army
National Guard Army
Quincy, FL
02.2020 - Current
- Conducted regular inspections of equipment and facilities to identify potential security risks.
- Trained and mentored junior guards in operational protocols and security measures.
- Managed access control systems to maintain secure environments during operations.
- Analyzed incidents and prepared detailed reports for review by command staff.
- Assisted in emergency situations by remaining calm under pressure, following established protocols, and providing support to first responders.
- Responded quickly to alarms or other emergencies while coordinating with local law enforcement when necessary for swift resolution of incidents.
- Developed emergency response plan, improving preparedness for potential crises.
Lead Support Specialist
Trak Engineering
Tallahassee, FL
02.2019 - 12.2021
- Provided technical support for software applications, ensuring seamless user experiences.
- Troubleshot hardware and network issues, enhancing system reliability and performance.
- Assisted in training new staff on tools and processes, improving team efficiency.
- Developed user guides and documentation to streamline support processes.
- Led initiatives to optimize ticketing system workflows, reducing resolution times.
Education
Associate of Arts - General Studies
Tallahassee Community College
Tallahassee, FL04-2024
Skills
- Equity valuation
- Financial auditing
- Portfolio management
- Budget planning
- Corporate finance
- Investment strategies
- Debt management
- Financial software proficiency
- Economic forecasting
Accomplishments
I began my career at First Commerce Credit Union as a Video Teller and progressed into roles as a Contact Center Representative. I was later promoted to Financial Services Officer and subsequently selected as the only Financial Services Officer to serve in a joint role supporting the Six Pillar Financial Advisor team. In this position, I maintained the same performance goals as other lenders while taking on additional responsibilities associated with the expanded role. Awarded twice by the company for outstanding contributions to security compliance and meaningful community service involvement.
Timeline
Financial Services Officer
First Commerce Credit Union
12.2021 - Current
National Guard Army
National Guard Army
02.2020 - Current
Lead Support Specialist
Trak Engineering
02.2019 - 12.2021
Associate of Arts - General Studies
Tallahassee Community College
FL 215, SIE, Series 6
Following the completion of my Associate’s degree, I pursued relevant professional licenses as part of a planned progression to better serve clients alongside the financial advising team.