We aim to provide no to low cost services in the North East Texas Community of entrepreneurs, by teaching our clients both hard and soft skills that can help them reach their success.

Help home buyers through the home mortgage application processReview client's assets, liabilities, credit score and various other factors to determine interest ratesShop lenders to make sure that home buyers are able to get the most competitive pricing

• Uses email marketing to connect with current and potential clients on a regular basis which has increased social engagement from 8% to 25% within the first quarter.• Conducted a S.W.O.T. analysis identifying the company’s current stance, along with a comprehensive action plan and timeline, to assess the non-profits local chapter vision and current alignment.• Consistently manages and posts social media content that is relevant to the company’s current markets interest.• Creates presentations and interactive hand-outs based on key presenters’ topic for workshops using advance PowerPoint techniques.

Worked with the public to provide relevant information on parcels related to appraisal values, deed history, ownership information, exemption qualifications and tax levy adjustments backtracking up to five tax years. Collaborated with different departments to assure accurate information on tax notices. Performed general front desk reception duties such as answering phones, reviewing and distributing mail, document retention and storage in line with MAAPS standards.

Educated myself with company products, services and regulations to ensure that customers were well informed of any potential applicable fees, and risk. Actively reach out to customers to better understand their individual needs and help them plan for future goals. 
Maintained high customer satisfaction rating driving higher customer loyalty. Remained actively involved in risk management exposure activities to mitigate potential loss. 
Used a variety of search tools and methods to stay informed of any industry or company changes. 
Analyzed customer's credit information to create a credit repair timeline improving their financial well being.

Exceeded loan performance goals reaching up to 141% of my quarterly goals resulting in placing in the top 5 business advocates within my current district. Reviewed business financial reports including income statements, balance sheets, accounts payable and receivables and tax forms to better assess a business performance and provide solutions to reach clients ideal goals. Cross trained and performed other duties as assigned including roles of teller, personal banker, teller manager and assistant store manager. Worked with company partners to cross-sell various services such as insurance, point of sale systems, and real estate loans.

Worked with Innovage to create a Key Performance Indicator Dashboard to help identify area's of growth and success. Produce complex excel charts with vast entries exceeds 1,000 entries or more within condensed time period. Created appealing and informative PowerPoint presentation, using other complex pivot tables and charts to best convey results. Quickly familiarize myself with different software programs such as Tableau.

In order to effectively communicate the benefits and services provided to customers I obtained my required license with in a month period. I was self driven to manage my time and priorities between school and internship. Used problem-solving skills to find financial solutions for clients needs and wants while staying with in their means, improving their overall financial well being. Produced over $975,000 in life insurance policies during my three-month stay with the company.