Shad Whaley Email & Phone Number

Houston, TX, US

• Proactively educated 7+ team members on best practices to ensure legal compliance, prevent underwriting exceptions, and establish minimum accuracy standards (85%)
• Developed tailored credit repair solutions for 30+ clients in challenging financial circumstances, fostering strong client relationships and increasing repeat business
• Cultivated client referral partnerships with real estate agents, attorneys, and title companies, expanding the referral network by 30% and increasing business opportunities

Tremonton, Utah, United States

• Led digital transformation of banker performance system across 20 branches, enhancing accuracy and eliminating 40 total hours of manual data collection each week
• Established banker standards of excellence through relationship-building, follow-ups, and client education on Key Bank services, resulting in a 20% growth in personal customer base
• Directed teller coaching program with training on customer service techniques and goal setting, resulting in 25% increase in overall cross-selling

Utah, United States

Logan, Utah

• Secured the sole full-time offer after completing rigorous 4-month training program with 30 other interns, gaining essential industry knowledge across diverse banking roles.
• Developed and delivered compelling presentation to Regional President and area leaders, integrating qualitative and quantitative research to emphasize the importance of financial wellness for bank customers

Logan, Utah

• Serviced 60+ borrowers, accessing needs and customizing solutions while maintaining 90%+ quality score
• Achieved top scores in training program, excelling as a loan originator, consistently exceeding monthly quotas by 50%

Logan, Utah

• Created customized orders for clients vehicles to give them the best fitting seat cover designed for their specific vehicle and style.
• Generated 4-6 sales a day.
• Installed customized seat covers on 2-4 vehicles per day with great customer satisfaction.
• Managed wholesale accounts with businesses that sold our product.
• Developed problem-solving skills while doing installations to give the best fit.

Logan, Utah

• Ensured a sanitary environment for students, staff, and visitors by performing special cleaning operations.
• Completed tasks in a timely manner and with no supervision.

Teton Village, Wyoming

• Assisted in the management of the operations for ropes course facilities and equipment by ensuring safety regulations were followed.
• Developed the ability to use teamwork to accomplish different tasks.
• Assisted 100 plus guests on a daily basis navigate the ropes course, creating a fun and memorable experience for guest from all over the world.
• Implemented regular trainings to work in difficult situations.

Raleigh-Durham, North Carolina Area

• Utilized human relations, communication, and negotiation skills to market and sell pest control services.
• Retention rate of about 75% of customers who stayed with the service.
• Developed creative ways to pitch services that are tailored to prospective clients
• Tracked sales and progress with Microsoft Excel.

Rexburg, Idaho

• Helped customers find options to fix their credit with Lexington Law Credit repair services.
• Talked to 80 - 100 customers a day.

Rexburg, Idaho

• Observed potato plants while walking through potato fields looking for, and digging up diseased seed potatoes.
• Walked about 10 miles a day through potato fields.
• Developed a strong work ethic.

Bachelor'S Degree, Finance

Activities and Societies: Utah State University Men’s Rugby | Pro Sales group at the Jon M Huntsman School of Business | PSU (Polynesian.

High School Diploma, General Studies

Activities and Societies: Football, Tennis, Technology Student Association (TSA)