Meredith Messinger Email & Phone Number

United States

Columbus, Ohio, Us

• Underwrote SBA loans through the Lift Local program• Participated in sales meetings with loan officers, branch managers, and clients to gather information and discuss credit-related issues• Conducted comprehensive financial analyses, including spreading financial statements, analyzing cash flows, and evaluating risk tolerance• Completed a 12-week project focusing on compliance and data security standards within the bank • Networked with industry professionals and community members at events, fostering relationships and expanding industry knowledge

• Created model portfolios for financial advisors • Restructured and updated client records to enhance data accuracy resulting in 7 hours of time savings per week• Attended 10+ seminars and met with representatives of external fund companies • Prepared documentation for client meetings within 24 hours• Conducted in depth market research and analysis

• Greeted and helped customers, handled cash and credit transactions, and stayed current with available products, promotions, online orders, and customer service policies• Gained better skills in customer service, teamwork, accuracy, and communication

• Served members food and drinks, assisted with overall upkeep of the halfway house; restocked, organized, and cleaned kitchen and service areas• Selected to work at private events in addition to my daily task• Acquired hospitality skills such as customer service, communication, and problem solving

• Answered phone calls, prepared food, and served customers. • Gained better customer service skills, teamwork skills, and learned how to work under pressure.

Farmington Hills, Michigan, Us

• Worked with all customers, answered phone calls, ran the cashier station, and packaged food. • Acquired customer service skills, organizational skills, and time management skills.

Bachelor'S Degree, Finance, General

High School Diploma