Highly detail-oriented and organized self-starter successful at working well independently or as a team member to get the job done to the satisfaction of the client as well as the company.
Overview
22
22
years of professional experience
Work History
Rok Financial Referral Partner
Rok Financial
01.2023 - Current
Achieved successful client outcomes by identifying and addressing their unique needs and goals.
Expanded the firm''s clientele through strategic networking and relationship building initiatives.
Collaborated with a diverse team of professionals to develop innovative solutions for complex legal issues.
Streamlined internal processes, fostering improved efficiency and productivity within the firm.
Business Loan Officer
DAC
02.2021 - Current
Maximized lending opportunities by actively prospecting new business leads through networking events and strategic partnerships.
Provided expert guidance on loan structuring, helping clients navigate complex financing options while ensuring compliance with regulatory requirements.
Delivered informative presentations at industry conferences, showcasing our financial institution''s expertise in business lending solutions.
Established referral networks with external partners such as accountants and attorneys, leading to an increased pipeline of qualified leads for business loans.
Assisted clients in navigating complicated paperwork associated with SBA-backed loans, facilitating a smoother application process.
Developed tailored marketing strategies targeting specific industries or business types, resulting in increased loan applications from niche markets.
Developed strong relationships with customers through high levels of customer service.
Maintained strict confidentiality of bank records and client information.
Casualty, Property, Surety
Donell & La-Dawn Bail Bonding
02.2020 - Current
Enhanced client satisfaction by providing prompt and accurate information on bond processes and requirements.
Streamlined bond application procedures for improved efficiency and faster turnaround times.
Negotiated favorable terms with underwriters, securing competitive rates for clients.
Maintained strong relationships with clients, fostering trust and loyalty to ensure repeat business.
Mentored junior agents, sharing industry knowledge and best practices to foster professional growth.
Proven ability to learn quickly and adapt to new situations.
Self-motivated, with a strong sense of personal responsibility.
Passionate about learning and committed to continual improvement.
Worked flexible hours across night, weekend and holiday shifts.
Demonstrated respect, friendliness and willingness to help wherever needed.
Managed time efficiently in order to complete all tasks within deadlines.
Adaptable and proficient in learning new concepts quickly and efficiently.
Identified issues, analyzed information and provided solutions to problems.
Notary Public
Self Employed Services
02.2020 - Current
Enhanced client satisfaction by providing efficient notary services and maintaining a high level of professionalism.
Ensured accuracy in document preparation for various legal transactions, resulting in a streamlined process for clients.
Developed strong relationships with repeat clientele, establishing trust and reliability in the provision of notary services.
Managed appointment scheduling to maximize efficiency, enabling prompt service for all clients.
Independent Life Insurance Agent
Primerica
10.2019 - Current
Approached potential clients by using direct marketing techniques, including mailings and phone contacts
Upsold additional products and services after identifying customer needs and requirements
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
Researched competitive solutions and maintained competitive market comparisons and evaluations
Generated new business leads through targeted networking events, referrals, and community involvement.
Educated clients on the importance of life insurance, leading to informed decision-making and increased policy sales.
Improved overall productivity by implementing efficient systems for tracking client interactions and updating records.
Housekeeping owner
Ashley Brothers
12.2010 - Current
Generated new business leads through direct customer engagement, deploying inbound and outbound marketing tactics and developing and optimizing informative content
Resolved conflicts and negotiated agreements between parties in order to reach win-win solutions to disagreements and clarify misunderstandings
Managed high-value existing and new business partnerships to deliver on objectives and maximize corporate revenue, support and awareness
Negotiated agreements between employees to clarify misunderstood directions and resolve conflicts affecting performance
Possessed expert knowledge of competitive and third party products and translated knowledge into business strategy
Updated quality control standards, methods and procedures to meet compliance requirements
Election Poll Worker
Columbus County Boar Of Elections (910) 640-6609
04.2018 - 05.2018
Kept physical files and digitized records organized for easy updating and retrieval by any team member with access.
Assisted voting patrons with proper voting procedures.
Performed computer setup reports daily.
Shift Manager
Pizza Hut (843) 756-5566
03.2010 - 05.2011
Produced regular inventory and sales reports to evaluate performance, adjust strategies and maintain agile, sustainable operations.
Entered data into computer system, implementing tight safeguards to secure financial and personal information.
Taught employees and other shift managers effective customer service techniques, boosting client satisfaction.
Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Conducted safe deposits to company specified bank daily.
Southeastern Community College
Work Study-Computer Lab Monitor (910) 642-7141
08.2009 - 05.2010
Worked with college students to understand requirements and provide exceptional technical support service.
Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Clarified misunderstood directions and resolved conflicts affecting computer related performance.
Received training from Southeastern Community College to represent brand, explain technical functions of computer devices.
Monitored computer lab operations to ensure that equipment was utilized properly.
Behavioral Health Technician
FFC Institute For Change Inc. (910) 642-6915
03.2005 - 06.2009
Assisted and counseled patients daily.
Participated in collaborative training program on theories and implementation therapy to enhance clinical success.
Documented psychiatric services and responses to treatment in patient case files.
Provided comprehensive case management services, including creating treatment plans and connecting clients and families to appropriate resources.
Conducted therapeutic individual and family therapy sessions.
Front Desk Associate
Marriott Ocean Watch Villas (843) 692-5500
05.2002 - 08.2002
Answered guest questions and referred to local points of interest.
Politely welcomed arriving guests, providing room keys and information on amenities and policies.
Reported facility and room maintenance problems to appropriate personnel for immediate remediation.
Answered multi-line phone system, responded to inquiries and transferred calls to correct departments and personnel.
Explained details regarding property, including restaurants, pool area, spa and fitness center to acclimate patrons to resort environment.
Performed reports essential to effective daily operations and bookkeeping.
Caretaker
Homecare Of Myrtle Beach (843) 360-5476
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Established nutritious meal plans and prepared daily offerings to meet patient dietary needs.
Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
Assisted clients with daily living needs, including bathing and personal grooming, to maintain self-esteem and general wellness.
Provided safe mobility support to help patients move around personal and public spaces.
Kept patients mentally alert by entertaining, conversing and reading aloud to patients.
Education
Property & Casualty - Property & Casualty
South Carolina Bail Agents Academy
South Carolina
06.2024
Surety Bondsman -
South Carolina Bail Agents Academy
South Carolina
07.2020
Psychology
Southeastern Community College
Whiteville, NC
Psychology
UNC-Charlotte
Charlotte, NC
Life insurance - Insurance
Primerica
College Park, GA
12.2019
ICD-10 - Medical billing and coding
Southeastern Community College
Whiteville, NC
12.2019
How To Start Your Own Business - Business
Santa Clara University
Santa Clara, CA
04.2019
Certificate - Current Procedural Terminology And HCPCS Systems
Southeastern Community College
Whiteville, NC
2019
Certificate - Medical Terminology
Southeastern Community College
Whiteville, NC
2018
Certification - Effective Teacher Training
Southeastern Community College
Whiteville, NC
2007
High School Diploma - undefined
South Columbus High School
Tabor City, NC
2001
Skills
Companionship skills
Meal preparation
Medication reminders
Mobility support
Communication skills
Time management
Highly organized
Administrative support
Multi-line phone proficiency
Customer service-oriented
Pleasant demeanor
Profit enhancement
Commitment to quality and service
Meticulous attention to detail
Inventory controls
Accurate money handling
Team leadership
Strategic planning
Shipment processing
Key holder experience
Talent Recruitment
Strategic Planning
Marketing knowledge
Innovation mindset
Contract Review and Negotiation
Legal Case Management
Policy Knowledge
Legal Document Preparation
Organization and Administration
Legal Research and Review
Establishing Effective Relationships
Judgement and Decision Making
Timeline
Rok Financial Referral Partner
Rok Financial
01.2023 - Current
Business Loan Officer
DAC
02.2021 - Current
Casualty, Property, Surety
Donell & La-Dawn Bail Bonding
02.2020 - Current
Notary Public
Self Employed Services
02.2020 - Current
Independent Life Insurance Agent
Primerica
10.2019 - Current
Election Poll Worker
Columbus County Boar Of Elections (910) 640-6609
04.2018 - 05.2018
Housekeeping owner
Ashley Brothers
12.2010 - Current
Shift Manager
Pizza Hut (843) 756-5566
03.2010 - 05.2011
Southeastern Community College
Work Study-Computer Lab Monitor (910) 642-7141
08.2009 - 05.2010
Behavioral Health Technician
FFC Institute For Change Inc. (910) 642-6915
03.2005 - 06.2009
Front Desk Associate
Marriott Ocean Watch Villas (843) 692-5500
05.2002 - 08.2002
Caretaker
Homecare Of Myrtle Beach (843) 360-5476
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Property & Casualty - Property & Casualty
South Carolina Bail Agents Academy
Surety Bondsman -
South Carolina Bail Agents Academy
Psychology
Southeastern Community College
Psychology
UNC-Charlotte
Life insurance - Insurance
Primerica
ICD-10 - Medical billing and coding
Southeastern Community College
How To Start Your Own Business - Business
Santa Clara University
Certificate - Current Procedural Terminology And HCPCS Systems
Southeastern Community College
Certificate - Medical Terminology
Southeastern Community College
Certification - Effective Teacher Training
Southeastern Community College
High School Diploma - undefined
South Columbus High School
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