Wesley Lewis
Runaway Bay
Summary
Dynamic finance professional with a proven track record at Modern Woodmen Fraternal Financial, excelling in portfolio management and client service. Adept at driving revenue growth through effective sales strategies and teamwork, while ensuring compliance and enhancing operational efficiency. Skilled in cash flow forecasting and committed to delivering exceptional results.
Overview
15
15
years of professional experience
Work History
Finance Representative
Modern Woodmen Fraternal Financial
Bridgeport, TX
08.2024 - Current
- Processed client inquiries regarding insurance policies and financial products.
- Assisted in preparing documentation for policy applications and renewals.
- Managed customer accounts to ensure accurate and timely updates.
- Collaborated with team members to enhance client service strategies.
- Conducted research on financial products to support sales initiatives.
- Provided administrative support in maintaining compliance records and reports.
- Managed a diverse portfolio of clients'' investments while balancing risk exposure levels against expected returns considerations.
Production Supervisor
Lockheed Martin
Fort Worth, TX
02.2016 - 08.2024
- Supervised daily production activities, ensuring adherence to quality and safety standards.
- Coordinated workflow among team members to optimize efficiency and meet production schedules.
- Trained new employees on operational procedures and equipment usage for enhanced performance.
- Implemented process improvements that reduced waste and increased overall productivity.
- Led team meetings to communicate goals, address challenges, and foster a collaborative environment.
- Resolved issues quickly to maintain productivity goals.
- Managed team of Number production associates, overseeing productive production processes and meeting all deadlines.
Quality Assurance Analyst
Peterbilt Motors Co Manufacturing
Denton, TX
04.2011 - 03.2016
- Conducted thorough testing of manufacturing software to ensure quality compliance.
- Collaborated with cross-functional teams to identify and resolve product defects.
- Developed detailed test plans and executed testing methodologies for new products.
- Analyzed test results and documented findings for continuous improvement initiatives.
- Led initiatives to streamline quality control processes, reducing error rates significantly.
- Participated in regular meetings with cross-functional teams to discuss progress updates, communicate concerns or challenges, and ensure alignment of project goals.
- Reduced defect rates through meticulous attention to detail during code reviews, working closely with developers to address any identified issues quickly.
Education
Business Administration And Management
Weatherford College
Weatherford, TXSkills
- Microsoft Excel
- Credit analysis
- Portfolio management
- Cash flow forecasting
- Revenue growth
- Cost reduction
- Expense control
- Capital allocation
- Financial services
- Product sales
- Salesforce
- Prospecting
- Life insurance
- Business development
- Insurance products
- Securities
- Referrals management
- Teamwork
- Multitasking Abilities
Timeline
Finance Representative
Modern Woodmen Fraternal Financial
08.2024 - Current
Production Supervisor
Lockheed Martin
02.2016 - 08.2024
Quality Assurance Analyst
Peterbilt Motors Co Manufacturing
04.2011 - 03.2016
Business Administration And Management
Weatherford College