I am a current sales associate at Keller Williams North Central in Leominster, MA.

Manage client underwriting needs as an established representative within the financial industry. Contribute to revenue goals as a communicative leader able to interact with diverse customers and complete underwriting tasks to support business objectives. Maintain awareness of industry guidelines, product offerings, and applicable rates to serve clients.

Improved business efficiency by streamlining interdepartmental documentation initiatives.Surpassed daily production standards by effectively processing insurance materials, cross referencing data, and organizing documents. Offered training to expand knowledge among internal teams. Recommended programs to encourage employee engagement.

.Assisted with game day activities including delivering credentials, leading raffles, charity events, kids tables, ushering the mascot and office work.

HSBC International Banking Center Operations Specialist November 2009- Present• Assist international clients with their banking needs o Review client applications and inputting personal data for account opening processo Open international accounts and setting up clients personal banking needso Execute close-out process of account opening including ordering checks, linking international accounts, setting up internet banking, and mailing the “Welcome Kit” to customers • Assign account openings to other HSBC employeeso Manage and organize Microsoft Excel spreadsheets o Assign account openings in round-robin format to employees in Bangalore, India • Successfully completed a six-week “Introduction to Banking” training course, advanced “Premier Propositions” course, and “International Banking Center” training.

-Demonstrated organizational skills filing books and publications-Administered student help where needed

-Participated in networking events and established marketing skills-Enhanced communication skills with employers and fan base-Responsible for construction and maintenance of individual and business contact database