Jeffrey Watts - Financial Advisor Resume Simple
Seeking a position in the financial services industry where I can utilize my skills and experience to help the company grow and expand my knowledge and experience.
  • taxes, loans, people person, data entry
  • 2017-12-252017-12-25

    Financial Advisor

    Turner Broadcasting System

    • Provided excellent customer service by providing exceptional service to customers and prospects, and responding to inquiries from the client.
    • Also responsible for the preparation of the financial documents such as income, taxes, and other information. The ability to analyze and interpret data.
    • Performed data entry, including but not limited to: Processing of loan applications, loan closings, and mortgage loans.
    • Provided excellent customer service to the client base and the community. The first point of contact for the financial advisor.
    • Also I am responsible for the day to day operations of the company, including the creation of a new client base, and the development of a new business.
    • Responsible for the development of a new client base and developing a strong referral network. This includes the creation of a plan to address the needs of the client.