Experience

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  Transamerica

  May 2008 - Sept 2010

  Annuity specialist

  Applied exceptional customer service and interpersonal skills to answer calls regardingretirement, life, and annuity investment products. Identified customer needs to providepersonalized service to ensure positive outcomes. Collaborate with teams acrossmultiple departments to achieve strategic goals. Researched information using multiplesystems and technologies.

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  Berthel fisher companies

  Sept 2010 - May 2013

  Compliance specialist

  Developed and implemented critical control functions. Responsible for evaluatinginvestment contract suitability. Monitored various agent sales practices and assisted inanti-fraud and anti-money laundering detection and prevention. Made direct impact onthe strategic direction of the organization while gaining insight into the operationaldetails of the SEC/FINRA legal aspects.

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  Universal lending

  May 2013 - Dec 2014

  Mortgage loan officer

  Provided support to loan officer and underwriter teams by ensuring the timely, judicious,and accurate processing of mortgages. Reviewed and verified borrowers’ income, creditreports, employment histories, property appraisals and title insurance information toprepare loan applications for underwriting approval. Ensured compliance with federaland state guidelines, company policies, underwriting guidelines, and lending-programrequirements.

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  Cedar valley habitat for humanity

  Aug 2014 - Dec 2019

  Volunteer home builder

  Volunteer Homebuilder with Habitat for Humanity

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  First federal credit union

  Jun 2015 - Dec 2019

  Office supervisor

  Managed the overall operations of the branch office to include consumer and mortgageloan origination, business development activities, member service, product sales, newmembership growth, employee development, and facility management. Maintainedtechnical knowledge of credit union policy regarding branch operations

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  First federal credit union foundation

  Aug 2018 - Dec 2019

  Secretary

  Served as Sercretary to the Board of the First Federal Credit Union Foundation, 501(c)3 Non Profit Organization

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  The 99th squadron, inc.

  Dec 2019 - now

  Executive director

  Developed the curriculum for a Youth Aviation Ground School. Managing the priorities within both Operations and Sustainment budgets with monthly logs for annual reporting. Established SMART goals to maintain a 5-year projection of fundraising, community impact, and strategic alliances among partnering firms and schools to establish STEM pipelines for underserved populations.