Steve Marks
Summary
Detail-oriented operations professional with experience in financial services, underwriting case management, and client support. Proven ability to manage complex financial transactions, coordinate between teams, and ensure accuracy in high-volume environments. Skilled in data analysis, regulatory compliance, and operational workflows within investment and insurance services. Known for strong communication, organization, and the ability to learn new systems quickly.
Overview
13
13
years of professional experience
Work History
Lead Bartender
Bowlero
01.2024 - Current
Realtor
72SOLD/Hague Partners
01.2021 - 12.2023
- Supervise bar operations and coordinate workflow between front-of-house staff and management.
- Train new employees on company procedures, POS systems, and service standards.
- Manage cash handling, reconciliation, and nightly financial reporting.
- Maintain inventory controls and ensure compliance with safety and alcohol service regulations.
- Recognized for reliability, accuracy, and ability to perform under pressure in a high-volume environment.
- Certified in the 72SOLD program to offer potential clients the most money for their homes.
- Research & communicate current market trends with statistical data to present to clients.
- Manage marketing for new listings, including scheduling photos, open houses, & advertising.
- Review formal offers with clients & manage outstanding requirements for timely closings.
Underwriting Case Manager
NFP - The Hebets Company
01.2019 - 12.2020
- Managed underwriting case workflow and served as primary contact for the company's largest client accounts.
- Coordinated between internal new business teams, underwriters, and the financial advisors to ensure timely processing of policy applications.
- Monitored case milestones and documentation requirements to ensure compliance with underwriting and regulatory standards.
- Reviewed financial documentation and resolved discrepancies to support accurate underwriting decisions.
- Maintained detailed records and ensured deadlines were met across multiple concurrent cases.
Client Service Representative/Underwriting Case Manager
M Financial - Cohn Financial Group
01.2013 - 12.2019
- Managed operational support for high-net-worth client accounts and financial advisors.
- Prepared monthly investment performance reports tracking hedge funds and portfolio performance.
- Analyzed financial data to support client reviews and investment strategy discussions.
- Developed automated reporting tools using Excel VBA, improving reporting efficiency and accuracy.
- Coordinated documentation and communication between clients, advisors, and internal teams.
- Delivered detailed client reviews and operational updates to support relationship management.
Education
Bachelor of Science - Business Administration - Finance
Northern Arizona University
Arizona01-2011
Skills
- Microsoft Office Suite
- Google Workspace
- Zoom
- Microsoft Teams
- Google Meet
- Calendar management tools
- Strong knowledge of bowling equipment and lane conditions
- Teamwork
- Time Management
- Leadership
- Effective Communication
- Critical Thinking
- Positive Attitude
- Adaptability
Languages
English, Fluent
Contact
480-510-4261, 480-773-4779, smarks28@icloud.com, kristy@teamdewitz.com
Timeline
Lead Bartender
Bowlero
01.2024 - Current
Realtor
72SOLD/Hague Partners
01.2021 - 12.2023
Underwriting Case Manager
NFP - The Hebets Company
01.2019 - 12.2020
Client Service Representative/Underwriting Case Manager
M Financial - Cohn Financial Group
01.2013 - 12.2019
Bachelor of Science - Business Administration - Finance
Northern Arizona University