
Timeline
About me
Financial Advisor | Let's work together!
Education

Columbia college
2005 - 2010Bachelor of arts (ba) graphic designGraphic Design
Experience

Columbia college
Aug 2005 - Dec 20094-year full scholar varsity volleyball player
Omegaberry, llc
May 2010 - May 2011Office manager/ owner representative-Managed day-to-day duties while controlling electronic customer files and spreadsheets.-Maintained and built relationships with current and potential clients.-Set and developed company goal, marketing strategies, and strategic planning.-Assisted with seeking and planning events for the company to sponsor or participate in.-Responsible for all paper work, files and documents for a small business including all the legal and policy compliance. -Develop manuals of state regulations and track current approval statuses in each state-Organize, complete, and obtain final internal review for reports and applications for approval sent to state regulatory bodies, review State Approving Agency websites for correct degree and data information.-Maintain up-to-date knowledge of relevant state higher education regulations regarding advertising and policies. Show less

Heights finance corp.
Aug 2011 - Jul 2013Credit manager ii-Provide assistance to the Branch Manager and perform Manager’s duties when Manager is not preset.-Solicit new customers and collect debt from current customer’s accounts.-Underwrite, prepare and close personal loans.-Ensure all closed loans are in compliance with the company’s policies.-Manage Unemployment and disability Insurance claims.-Develop relationships and Manage all customer accounts.-Sell company products as a licensed producer during loan closings.-Ensure excellence in all customer contact situations, both in person and over the telephone. Show less

Suretybonds.com
Jul 2013 - Jan 2017Associate bond underwritero Responsible for training new underwriters and Transaction Coordinators o Establish, maintain, and update files, databases, records, and/or other documents for recurring internal reports o Underwrite commercial surety bonds for several insurance companieso Compile documents for customer files and enter intakes to Data Management System for processing and assessment o Assure that all customer files are complete and in compliance with regulatory agencies and internal policies o Ensure customer privacy, security of files and appropriate staff access o Process the documents received for each file, verifying the accuracy and completeness of each document. Show less

Central bank
Jan 2017 - Apr 2019Credit analyst-Evaluating clients’ credit data and financial statements in order to determine the degree of risk involved in lending money to them.-Preparing reports about the degree of risk in lending money to clients.-Analyzing client records and using the data to recommend payment plans.-Conferring with credit associations and references to exchange credit information on clients.-Evaluating the financial status of clients by producing financial ratios through computer programsFilling out loan applications and including the credit analysis and loan request summaries, then submitting these loan applications to loan committees for their approval.-Helping supply chain and sales and marketing departments in managing financial orders to help them control credit exposure, make payments on time, and reduce the risk of customer disputes. Show less

Stephens college
Aug 2017 - Jun 2020Head volleyball coach1. Administer all aspects of the volleyball program, including but not limited to: designing and conducting practice in accordance with the NAIA’s 24-week rule, scheduling of contests, preparing for competition,arranging of transportation and meals, maintaining inventory of uniforms and equipment, managing budget according to College and Athletics Department policies, monitoring academic progress, collaborating with assistants (graduate, part-time, volunteer or student)2. Provide fundamental and advanced instruction of volleyball skills, conditioning and philosophy3. Actively recruit qualified student-athletes who have an interest in one of the College’s academic programs; appropriately communicate prospective student-athlete information to Admissions and Financial Aid; recruitment and retention of student-athletes are both key aspects of the position4. Identify, organize and carry out activities (NAIA Champions of Character community service outreach,workshops, summer camps, clinics, etc.) to promote the volleyball program5. Cultivate and maintain relationships with student-athletes, faculty & staff, Admissions and Financial Aid, student development, club and high school coaches, media and parents6. Mentor student-athletes with regard to life skills and preparation for life after their sport and college7. Represent Stephens College in a manner compliant and consistent with its ideals, the American Midwest Conference and the NAIA Champions of Character program8. Coordinate event coverage with AD, SID and athletics staff including the positions of official scorekeeper, libero tracker, scoreboard operator and line judge (2) Show less
![Cracked Up Mobile [Mobile Device Repair Shop]](https://img.deepenrich.com/v1/company/e7987bb475d2ef774608bff37b29a2e9/Cracked%20Up%20Mobile%20%5BMobile%20Device%20Repair%20Shop%5D.webp)
Cracked up mobile [mobile device repair shop]
Mar 2019 - nowOwner
Hawthorn bank
Apr 2019 - May 2023Commercial loan officerMaintains and manages a large commercial loan portfolio, make sales calls and provides commercial lenders with guidance and mentoring.Directly supervises commercial lenders, branch lenders, consumer lenders, credit analysts, or others as requested by Senior Management. Works closely with a Commercial Loan Assistant and will provide work direction and instruction. Attends to needs of present or potential customers seeking loans on terms involving significant amounts of unsecured funds and/or credits secured by mortgages or other collateral. Interviews applicants to develop information concerning their businesses, needs, desires, abilities, and earnings to determine whether a loan may be an acceptable risk. Analyzes loan requests to determine if it complies with Hawthorn Bank loan policy objectives and sound lending principles while meeting the company's profitability goals. Conducts credit checks and makes plant or company visits as necessary. Obtains and directs analysis of all necessary financial background data for new or renewed loans to establish credit worthiness. Establishes and negotiates, when necessary, credit terms, and continually monitor customers' credit worthiness and repayment activities. Makes decisions on loans and terms if within own lending limits, or makes recommendations to the Loan Approval Committee as specified. Follows up on current loans to ensure complete conformity with terms and cognizance of developing trends. Gives limited financial advice and counsel to customers and prospective customers within the boundaries of lender liability. Stays current on industrial, commercial and financial situations relating to new or existing businesses. Provides customers with routine platform services, such as approving checks for cashing or handling customer problems. Works with problem loans. Show less

Edward jones
May 2023 - nowFinancial advisor401K OptionsAsset AllocationAsset Allocation StrategiesAsset Protection StrategiesAsset StrategiesEstate ConsiderationsEstate and Legacy StrategiesFinancial AnalysisFinancial AssessmentFinancial StrategiesPortfolio ReviewPortfolio StrategiesRisk AssessmentStrategic Planning
Licenses & Certifications

Series 66
FinraAug 2023
Securities industry essentials (sie)
FinraJun 2023
Series 7
FinraJul 2023
Mo life accident and health insurance producer
Missouri department of commerce & insuranceSept 2023
Honors & Awards
- Awarded to Luana FieldsColumbia College Hall of Fame Inductee Columbia College 2015
 - Awarded to Luana FieldsColumbia Chambers of Commerce Small Business of the Year (for SuretyBonds.com) - May 2014
 - Awarded to Luana FieldsScholar Varsity Volleyball Player Columbia College Nov 2008 Columbia College’s Female Athlete of the Year (2008)
 - Awarded to Luana FieldsScholar Varsity Volleyball Player American Midwest Conference (AMC) AMC Setter of the Year (2006-2009)AMC Most Valuable Player (2007 and 2008)AMC Freshman of the Year (2005)
 - Awarded to Luana FieldsScholar Varsity Volleyball Player National Association of Intercollegiate Athletics (NAIA) Volleyball All- American Team (2005 to 2009)
 - Awarded to Luana FieldsScholar Varsity Volleyball Player Volleyball Region V at Missouri Region V Volleyball All-Region Team (2006-2007)
 
Volunteer Experience
CCAA Advisory Council Member
Issued by Columbia College on Jun 2022
Associated with Luana FieldsBoard Member and Treasurer
Issued by NORTH VILLAGE ARTS DISTRICT on Feb 2020
Associated with Luana FieldsBoard Member
Issued by Mary Lee Johnston Community Learning Center on May 2022
Associated with Luana FieldsAmbassador
Issued by Columbia Chamber of Commerce on Nov 2022
Associated with Luana FieldsCommittee Member
Issued by The Missouri Symphony on Jun 2021
Associated with Luana FieldsVolunteer
Issued by The Food Bank for Central & Northeast Missouri on Apr 2013
Associated with Luana FieldsMentoring Program Chair
Issued by Women's Network - Columbia Chamber of Commerce on Jun 2021
Associated with Luana FieldsBoard Member - Fundraiser Committee Chair
Issued by Love Coffee on Jul 2020
Associated with Luana FieldsWomen's Network Leadership Development Co-Chair
Issued by Columbia Chamber of Commerce on Jan 2020
Associated with Luana FieldsBudget and Finance Committee
Issued by Columbia Chamber of Commerce on Mar 2020
Associated with Luana FieldsAssistant Volleyball Coach
Issued by Special Olympics on Mar 2017
Associated with Luana Fields
Languages
- enEnglish
 - poPortuguese
 - spSpanish
 
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