Summary
Overview
Work History
Education
Skills
Timeline
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Zachary Barnes

303 SW Autumn Hills Rd, Bentonville,AR

Summary

Professional in financial services domain, bringing valuable experience to loan processing and client relationship management. Proven ability to navigate complex financial regulations and deliver effective solutions. Known for collaborative teamwork and adaptability in dynamic environments, ensuring reliable and results-oriented service. Skilled in client relations, financial analysis, regulatory compliance, and adaptive problem solving.

Overview

6
6
years of professional experience

Work History

Loan Specialist

AUTOPAY
01.2025 - Current
  • Providing a streamlined service to allow customers to move form one financial institution to another in less than 48 hours
  • Enhancing tailored solutions for customers according to specific requirements
  • Surpassed monthly sales targets by 43% during initial 3 months of tenure
  • Resolved complex issues related to existing loans, effectively retaining clients while addressing concerns promptly.

Project Manager

Armstrong Steel
09.2023 - 11.2024
  • Successful execution of 150+ building projects on an annual basis
  • Increased component revenue by 76% per building year-over-year
  • Hit and exceeded sales KPIs by 68% through Q3 of 2024
  • Facilitated communication pathways among clients, contractors, structural engineers, and building authorities
  • Accountable for generating over $1.5 million dollars of annual revenue

Financial Services Representative

Yield Solutions Group
08.2021 - 09.2023
  • Ensuring over 300+ clients annually refinance their auto loan into a lower fixed cost of ownership
  • Responsible for underwriting 10+ clients throughout the day to secure automotive financing
  • Instrumental in securing $45,000+ of revenue on a monthly basis

Financial Representative

Northwestern Mutual
06.2019 - 08.2021
  • Orchestrated strategic initiatives for clients financial freedom through targeted wealth management and risk mitigation
  • Organizing monthly budgets to provide for financial success in the future while still allowing flexibility on a daily basis

Education

Bachelor of Science - Business Finance

University of Northern Colorado
Greeley, CO
12.2020

Skills

  • Financial Reporting
  • Client Relations
  • Goal Execution
  • Credit Analysis
  • Risk Management
  • Loan Serving
  • Credit Underwriting
  • Sales Growth
  • Compliance
  • Project Management

Timeline

Loan Specialist

AUTOPAY
01.2025 - Current

Project Manager

Armstrong Steel
09.2023 - 11.2024

Financial Services Representative

Yield Solutions Group
08.2021 - 09.2023

Financial Representative

Northwestern Mutual
06.2019 - 08.2021

Bachelor of Science - Business Finance

University of Northern Colorado

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Zachary Barnes