Performance/results driven professional with years of experience in customer service, business development, strategic thinking, and management. Proven ability to be a self-starter, but also a team player. Proven ability to multitask and to work well under pressure.
Professional Experience
First Bank, Creve Couer, MO
Virtual Relationship Specialist, December 2021 – January 2024
Self source leads to grow the bank’s deposits and loans
Retain clients by following up on closure requests and keeping track of loan maturity dates
Manage and grow a client portfolio
Create and maintain pipeline of business and retail opportunities
Help retail clients with retail loans such as HELOCs, auto loans, unsecured loans, etc.
Assist business clients with their efficiency by offering solutions that First Bank offers such as remote deposit scanners, merchant services, payroll, etc.
Be able to multitask and manage several loans at a time
Manage and prioritize campaign calling lists to create better opportunities
Work with branches across the country to ensure the best experience for clients (scheduling mobile notaries, sending clients to the branches for in-person help)
Notarize documents
Assist in the call center when needed
Banking Specialist II, April 2021 – December 2021
Manage the drive thru, safe deposit boxes, and walk in clients
Maintain a relationship with clients in order to uncover needs and help with investments, loans, and other financial services
Manage financial transactions of clients
Open, close, and maintain checking and savings accounts as well as CDs
Keep the bank in compliance by completing audits monthly
H & R Block, Saint Louis, MO
Tax Preparer, January 2021 – April 2023
Call current, previous, and prospective clients to set appointments for tax services
Consult with clients to develop a basic understanding of their finances and tax liabilities
Review clients’ financial documents to ensure they have all required information
Complete due diligence requirements to ensure accuracy and avoid audits
Calculate taxes owed or refunds due to clients, providing a way to pay or collect funds
Review all financial information and provide guidance for the following year to avoid owing taxes the following year
Submit tax returns, for citizens and non citizens, to the IRS and keep track of the status for the clients
Ask questions that uncover the best filing status, filing method, and credits that the client would be eligible for
Keep abreast of tax laws and updates to avoid audits and rejections
File amendments for clients that have made mistakes on their taxes
Dave & Buster’s, Saint Louis, MO
Server, July 2015 – October 2021
Serve patrons with food and beverages in a positive and friendly manner
Provide information to help with food and beverage selections, avoiding allergies and other dietary restrictions
Maintain the dining ambiance with an enthusiastic attitude and knowledge of the establishment
Respond to additional patron requirements by inquiring of needs and observing dining process
Present ordered choices in a prompt and efficient manner
Cheddar’s Scratch Kitchen, Columbia, MO
Server, October 2015 – March 2020
Serve patrons with food and beverages in a positive and friendly manner
Provide information to help with food and beverage selections, avoiding allergies and other dietary restrictions
Maintain the dining ambiance with an enthusiastic attitude and knowledge of the establishment
Respond to additional patron requirements by inquiring of needs and observing dining process
Present ordered choices in a prompt and efficient manner
Six Flags St. Louis, Eureka, MO
Lead, June 2012 – June 2015
Manage several food establishments and concession stands
Train new employees and new managers
Organize team roles based on scheduled employees, including scheduling breaks and relief
Manage and order inventory as needed to ensure fresh products to customers
Ensure the safety of employees by maintaining the personal protective equipment, replacing them as needed
Perform any duties of the establishments under my area of control to ensure the greatest productivity
Education/Certification/Skills
University of Missouri – Columbia, 2015 – 2020
Bachelor’s degree, Business Management
Active Notary Public
Registered with NMLS
10+ years experience with Microsoft office
Proficient in Spanish
2 years experience with Salesforce