Data Entry Clerk

NATALIE HUBBARD


 


118 Meadow Arbor Drive


Weatherford, TX 76085


817-584-0134


nataliehubbard@yahoo.com


 


Employment History


CrossFit Cityview


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


Administrative Assistant


Duties – Answering phones and greeting clients


            Preparing Portfolios for client meetings


            Placing trades


            Setting appointments and organizing meetings


            Preparing Excel and Powerpoint documentation


 


                                                           


 


Allstate


6/2009 to 3/2012


Agency Owner


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.


 


Edward Jones


6/2007 to 6/2009


Administrative Assistant


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.


 


Pinnacle Bank


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.


  


 

  • ID#: 141453
  • Location: Weatherford, TX , 76085

Don't Be Fooled

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