Alex Pettit

Alex Pettit Email and Phone Number

Senior Financial Leader Specialized in Loan & Financial Planning | Client-Focused Approach to Success @ Home Instead
omaha, nebraska, united states
Alex Pettit's Location
Waterloo, Iowa, United States, United States
About Alex Pettit

With more than 10 years of experience as a Senior Financial Leader, I have a background spanning loan and financial planning. I have leveraged expertise in financial products, risk mitigation, and compliance regulations. I am also well-versed in team building, continuous process improvement, and business development. I am passionate about leading teams in meeting client-specific needs while driving robust organizational growth and revenue increases. Key Achievements Include: ✅ Provide strategic direction and guidance to clients with low credit scores, such as newly divorced, new citizens, and newly released from prison, establishing a better financial understanding of the credit system, presenting financial products and services that aligned with their financial needs, and supporting many through credit growth to achieving the purchase of their 1st home✅ Partnered with other leadership to develop recruitment strategies and create employee engagement and performance management, generating an 11% reduction in the retention rate✅ Responsible for establishing a solid foundation that delivered a performance ranking as one of the most successful stores in the company, gaining buy-in to expand labor to 2 employees within each department at all times, gaining sales to level out labor costs within 1-month, surpassing sales at 3 months, and by 2018 had contributed to an additional $3M in revenue✅ Hired as a cashier, was recognized for consistent performance, promoted up through kitchen positions, and ultimately became Assistant Store Leader, responsible for leading a team of 90 employees and overseeing the day-to-day operations concerning staffing and development, spanning administration, training, hiring, and performance reviewsContact me through this profile if you wish to connect.

Alex Pettit's Current Company Details
Home Instead

Home Instead

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Senior Financial Leader Specialized in Loan & Financial Planning | Client-Focused Approach to Success
omaha, nebraska, united states
Website:
homeinstead.com
Employees:
17017
Alex Pettit Work Experience Details
  • Home Instead
    Human Resources Director
    Home Instead Jan 2024 - Present
    Waterloo, Iowa, United States
  • Greenstate Credit Union
    Member Service Associate
    Greenstate Credit Union Jan 2021 - Apr 2024
    Watrerloo, Iowa, United States
    • Serve as an integral leader within the organization, performing as a Loan Officer and fulfilling various other responsibilities, including supporting the teller line, focusing on expanding the organizational brand, securing new customers, and driving overall growth. • Support clients in the process of obtaining credit cards and credit lines, as well as auto and home financing, interviewing members to identify current income, expenses, financial objectives, risk tolerance, and other specific information needed to process the financial transactions. • Develop and cultivate relationships with clients and potential clients, listening to their specific needs and analyzing credit and financial information to determine strategies to assist them in achieving those goals.• Provide strategic direction and guidance to clients with low credit scores, such as newly divorced, new citizens, and newly released from prison, establishing a better financial understanding of the credit system, presenting financial products and services that aligned with their financial needs, and supporting many through credit growth to achieving the purchase of their 1st home. • Maintain the appropriate confidentiality of all documents and contracts, ensuring the storage and distribution of the files are legally compliant. • Collaborate with underwriters and loan officers, communicating daily to discuss and resolve any loan discrepancies and issues. • Facilitate 500+ cold calls a month to draw in new business or expand existing services, as well as make presentations at local companies during new employee orientations and attend community events. • Work cross-functionally to ensure the most effective and efficient branch performance, accurately meeting credit union members'daily financial needs while maintaining regulatory compliance. • Continuously educate customers on financial life decisions and the steps to successfully move from point A to point B and achieve their desired life.
  • Best Buy
    Talent Acquisition, Key Leader, Sales
    Best Buy May 2016 - Jan 2023
    Waterloo, Iowa, United States
    • Partnered with other leadership to develop recruitment strategies and create employee engagement and performance management, generating an 11% reduction in the retention rate. • Facilitated follow-up interviews with new employees at 2 weeks, 30 days, 60 days, and 120 days, focusing on strengths, discussing additional training needed, and identifying the best fit for permanent assignment. • Remained abreast of the ever-changing technology products and solutions, ensuring the ability to train employees and assist clients. • Leveraged market insights to assist in product displays and planogram updates, ensuring a focus on the most sought-after products. • Provided ongoing training that included more effective ways of upselling additional services, financing services, and NPS. • Developed and led monthly meetings with employees to discuss emerging technologies, explore capabilities of new devices, and ensure understanding to discuss and answer questions from the customer. • Gained an extensive knowledge of the store’s technologies and services and was considered SME to provide clients with guidance and direction to meet specific needs while aligning with their financial constraints. • Responsible for establishing a solid foundation that delivered a performance ranking as one of the most successful stores in the company, gaining buy-in to expand labor to 2 employees within each department at all times, gaining sales to level out labor costs within 1 month, surpassing sales at 3 months, and by 2018 had contributed to an additional $3M in revenue.
  • Kwik Trip, Inc.
    Assistant Store Leader, Recruiter
    Kwik Trip, Inc. Jan 2010 - May 2016
    Cedar Falls, Iowa, United States
    • Hired as a cashier, was recognized for consistent performance, promoted up through kitchen positions, and ultimately became Assistant Store Leader, responsible for leading a team of 90 employees and overseeing the day-to-day operations concerning staffing and development, spanning administration, training, hiring, and performance reviews. • Oversaw the organizational financial responsibilities for daily accounting, including detailed credit, debit, and deposit accountability.• Monitored individual performances regularly and provided 1:1 feedback, focusing on performance highlights while providing coaching and mentoring for any areas needing remediation. • Partnered with other store leaders to discuss performance, establish weekly goals and objectives, and develop and execute a strategic plan to ensure the goals were achieved or surpassed. • Recognized by the Store Leader to assist with daily management activities and perform as Store Leader during absences. • Analyzed various key performance metrics (KPIs) and utilized them to drive growth within the business and boost sales. • Established a team culture within the organization that focused on the company’s mission statement, visions, and goals.

Alex Pettit Education Details

Frequently Asked Questions about Alex Pettit

What company does Alex Pettit work for?

Alex Pettit works for Home Instead

What is Alex Pettit's role at the current company?

Alex Pettit's current role is Senior Financial Leader Specialized in Loan & Financial Planning | Client-Focused Approach to Success.

What schools did Alex Pettit attend?

Alex Pettit attended Hawkeye Community College.

Who are Alex Pettit's colleagues?

Alex Pettit's colleagues are Maryann Hester, Antony Ngunjiri, Patricia Cisneros, Michele Chappell, Chantal Lardieri, Shawn Rimkus, Angela Eckard.

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