Data Entry Clerk
118 Meadow Arbor Drive
Weatherford, TX 76085
7/2013 to 6/2016
Level 1 Certified CrossFit trainer/personal trainer
Duties – Conduct classes, sale memberships, provide coaching for all skills that are involved in crossfit workouts.
Don Hubbard Investments
4/2012 to 7/2013
Duties – Answering phones and greeting clients
Preparing Portfolios for client meetings
Setting appointments and organizing meetings
Preparing Excel and Powerpoint documentation
6/2009 to 3/2012
Licensed Insurance Agent
I opened this agency with big intentions, unfortunately the tough market took a toll on my business and so I decided to sell my agency. I sold it in March to another local agent and walked away. It was a great learning experience and I don’t regret any of it.
Duties – To manage office, 2 other employees, market myself, process sales and perform customer service duties to my clients along with many self-employment responsibilities.
6/2007 to 6/2009
Duties - I was the full office support to a very successful financial advisor. I answered phones, set up appointments, assisted clients when needed and mainly assisted the advisor in many clerical ways. I prepared portfolios for the client reviews. I opened all the new accounts and processed paperwork. Also, balanced our accounts and made daily bank runs.
2/2001 to 6/2007
Loan Officer/ VP of mortgage
Duties – I started off as a loan assistant and quickly went on to get my license and become an officer. After 2 years, I was promoted to Vice President and was managing all our locations loan officers. I was in charge of conducting weekly meetings and presenting loans to the board of directors for approval.