Baker Hill empowers financial institutions to work smarter, reduce risk and drive more profitable relationships. We provide the industry’s expert solution for loan origination, portfolio risk management, relationship management, CECL, and analytics for financial institutions in the United States, delivering a single unified platform with modern solutions that:- Reduce risk by making informed decisions- Identify opportunities to build and sustain profitability- Strengthen relationships with customers- Drive growth through targeted marketing

-Coordinate with the Sales Executives and Account Executives within a given territory on the preparation and delivery of sales presentation-Collaborate with sales team to close new sales and expand existing contracts-Communicate, backup, and support other staff in their assigned territories-Maintain and document all activities as required-Stay knowledgeable of current/new company products and services-Update and maintain individual records in the customer relationship management system-Participate in and advise on the development of key customer sales proposals-Participate in user group meetings and trade shows as approved-Travel within assigned territory

Working with customer-facing teams in San Francisco to do their best work by leveraging simpler, more engaging training and practice to ensure they meet customer expectations and hit success metrics.Ramping, onboarding, and continuous training is hard - how you create, deliver, and use it...shouldn't be.

- Supported lead advisors with clients’ investments, risk and cash flow analysis, and tax and estate planning.- Constructed investment allocation summaries to illustrate unique investment strategies for clients.- Built comparative net worth statements using confidential and sensitive client information.- Performed administrative tasks for advisors including cost basis worksheets, data entry, etc.

Managed preparation for 4-year AIB International audit by assessing previous compliance obstacles and implementing new guidelines; successfully demonstrated compliance of all guidelines resulting in passing status.Trained approximately 60 plant employees on new procedures and processes in order to accommodate updated food and safety regulations; 100% of employees performed to or exceeded inspection guidelines.Recommended updates to Plant Supervisor concerning operating procedures based on AIBstipulations; recommendations were adopted and operations were upgraded.

Developed an improved risk management plan by creating a new process for decreasing high-risk situations.Headed a team of 5 chapter officers at a week-long national leadership conference that educated new processes for recruiting future members, risk management, philanthropy integration, and alumni involvement; coached chapter of 85 men and abolished university review sanctions.Previous positions held: Vice President, Messenger, Social Chair, Head of Governing Board, and Marketing Philanthropy Chair.

Developed strong understanding of client development strategies and initiatives by participating in preliminary preparation for and then facilitation of client meetings; participated in multiple client meetings.Learned foundations of client portfolio development and management by observing NetXInvestorplatform and the personal consideration given to investment choices for each individual client.Communicated with industry experts to learn about wide variety of industry topics, including:professional expectations, compliance requirements, technology integration, investment research andthe financial planning process.

Utilizing effective customer service is extremely important in this position. The daily shift consisted of assisting customers with culinary needs, selling a large variety of menu items, restaurant maintenance, greeting customers, preparing take-out orders, distributing food to tables, and working in a fast paced environment. Menu knowledge is highly important for this position to endorse our products. I quickly learned that every customer has a specific set of needs, which forced me to properly adapt to each one and create the ultimate dining experience.

I interacted one on one with customers in a fine dining environment. Assisted in the kitchen by examining food alongside the chef before it reached tables and headed a team of 8 Server Assistants.

I assisted with the instruction of a physical education class consisting of 25 fourth graders. Educated the importance of good health, physical activity, friendship, and respect in a fun learning environment. I achieved over 40 volunteer hours.