Proficient in simplifying complex financial concepts for diverse audiences, adept at mentoring teams to ensure expertise in product knowledge and industry standards. Streamlined client onboarding processes and maintained client records using advanced CRM and ticketing systems.
Diligently maintained accurate client records through meticulous data entry while acquiring in-depth knowledge of insurance products and industry regulations through training sessions and client meetings. Delivered exceptional customer service by promptly addressing client inquiries, supporting insurance agents with professionalism and expertise.
Efficiently processed loan applications and verified client details to support loan officers, ensuring accuracy and compliance with regulations. Evaluated loan documents for adherence to lending regulations and internal policies, ensuring organizational efficiency and regulatory compliance. Conducted analysis of marketing KPIs to assess the performance of marketing strategies, contributing to data-driven decision-making processes.
Crafted impactful social media strategies aimed at enhancing brand visibility and engagement across various platforms. Utilized scheduling software to manage social media accounts efficiently while analyzing performance metrics to track audience growth and engagement levels.
Built Excel and Power BI dashboards using data from human resources and sales to visualize core business KPIs
Consistent President's Lister/Dean's Lister
With Honors
Salutatorian




