Summary
Overview
Work History
Education
Skills
Timeline
Generic

Zen Holman

St. Petersburg,FL

Summary

Focused Project Manager adept at planning, directing and maintaining continuous operations in various departments. Experienced in directing manufacturing employees and keeping efficient production in accordance with quality standards. Applying creative and analytical approach to operations for continuous process improvement. Skilled at identifying or anticipating problems and providing solutions. Excels through mentoring, training and empowering team to excel in performance.

Overview

1
1
year of professional experience

Work History

MEMBER ADVOCATE

SUNCOAST CREDIT UNION
01.2023 - Current
  • Assists customers with setting up accounts, completing loan applications, and signing up for new services.
  • Educate customers on various financial matters and provide professional recommendations on investment opportunities, products and services based on individual needs.
  • Process various transactions with accuracy and according to bank standards and legal requirements.
  • Resolve escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.
  • Respond to member concerns and questions with compassionate and knowledgeable service.

OWNER

LEMON AND HONEY
01.2023 - Current
  • Oversee and manage all business interactions.
  • Organize and maintain a personal book of over 100 clients.
  • Keep clean and detailed record of client appointments and needs.
  • File and complete all state and federal documents as needed.
  • Maintain all marketing outlets (Social Media, Website, etc.)

SENIOR FINANCIAL CONSULTANT

CANVAS CREDIT UNION
  • Assisted with complex transactions using overrides and functions requiring additional authorization levels.
  • Collaborated with bank manager and teller supervisor on scheduling, hiring decisions and monthly audits.
  • Evaluated employees' performance and offered recommendations for improvement to enhance operations efficiency.
  • Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Trained and developed new team members in alignment with branch service standards and objectives.

CONSTRUCTION MANAGER

TAILORED INTERIORS
  • Designed floor plans, elevations, 3D perspective views, and material boards for review and presentation.
  • Developed key client relationships, providing design solutions that met needs and budgets without compromising quality or design intent.
  • Directed day-to-day operational aspects of project and scope and monitored progress of construction activities.
  • Identified and resolved construction issues promptly to prevent delays.
  • Managed accounting invoices and billings, balanced accounts and created financial reports.
  • Managed residential construction projects by working effectively with general contractors, subcontractors, engineers and architects.
  • Put together estimates, specifications and other project documents.

Education

High School Diploma -

Venice High School
Venice, FL
2013

Skills

  • Customer Service
  • De-escalation
  • Extremely Adaptable
  • Financial Software
  • Interpersonal Skills
  • Leadership
  • Mastery in Excel
  • Project Management
  • Strong Analytical Ability
  • Strong Communication

Timeline

MEMBER ADVOCATE

SUNCOAST CREDIT UNION
01.2023 - Current

OWNER

LEMON AND HONEY
01.2023 - Current

SENIOR FINANCIAL CONSULTANT

CANVAS CREDIT UNION

CONSTRUCTION MANAGER

TAILORED INTERIORS

High School Diploma -

Venice High School
Zen Holman