- Assisted clients with executing trade orders, disbursing funds, and other account related functions- Provided clients with investment options for stocks, options, ETFs, mutual funds, CDs, bonds and money market funds - Utilized Salesforce and other CRM tools to manage client brokerage, retirement, savings and checking accounts, as well as provide individual portfolio and market related updates - Educated clients concerning order and account types, differences between products and other services

- Closed approximately $16,000,000 in loan products - Managed an individual pipeline of as many as 30 clients at a time- Focused on Portfolio Retention in which existing clients are contacted and offered home equity loan products- Interviewed clients and assisted them with the completion of a Uniform Residential Loan Application to determine qualifications using credit history, debt, and income - Utilized information provided by the client and credit history to prepare an optimal and beneficial program- Guided and informed clients throughout the entire loan application process until the closing of the loan

- Served bar and restaurant patrons mixed cocktails, beer, wine, and liquors - Completed daily inventory audits and placed weekly orders for bar products and supplies- Prepared weekly schedules for all bartenders and barbacks - Monitored the establishment for overly intoxicated patrons and violent behavior - Actively maintained a clean and efficient workspace throughout the duration of the shift- Informed and answered questions regarding offered products and spirits