Author Blakely Carlton
PO Box 397 Murfreesboro
Summary
CAREER OBJECTIVE: A position with cross-organizational experiences to build layered competencies, and further develop financial, business development and business leadership expertise.
Overview
11
11
years of professional experience
Work History
Financial Services Officer
Ascend Federal Credit Union
05.2023 - Current
- Respond to inquiries from clients and provide financial advice to drive fiscal growth.
- Maintain and update records of all financial transactions to support traceability.
- Build and deepen productive relationships with prospective and competitive customers to drive sustained growth.
- Work with clients to provide competitive commercial banking solutions and retail financing plans.
- Perform banking, business administration and financial tasks to guarantee five-star service for clients.
- Work with clients to develop financial planning strategies and solutions through evaluation of finances.
Marketing Account Assistant
Insurance Financial Solutions of TN
05.2017 - 05.2023
- Supported sales team marketing for Employee Benefit Plans, Commercial Property and Casualty Insurance.
- Utilized insurance knowledge and prepared request for proposal and request for information based on client size and goals.
- Used advanced software to prepare documents, spreadsheets, power point and marketing materials.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
- Used coordination and planning skills to achieve results according to schedule.
- Carried out day-to-day duties accurately and efficiently.
Brand Marketing Consultant
Pipecare Group, USA
02.2022 - 05.2022
- Reviewed international brand transferral to US market.
- Conducted competitive current and new product analysis for US market.
- Identified appropriate social and marketing channels to effectively target US market customer campaigns.
- Evaluated social media, website and public engagement team in US to execute international product introductions.
- Studied demographic data to determine optimal targets, competitive product offerings and tactics for entering US market.
- Tracked key metrics and developed spreadsheets and data models.
- Identified appropriate marketing channels and target customers for campaigns to effectively modernize and update promotions.
- Provided brand marketing materials and other information on ad-hoc basis.
- Supported brand marketing initiatives that drove and promoted specific market agenda.
Real Estate Apprenticeship
Land And Sea Investments
08.2016 - 12.2016
- Assisted in property management of private owned rental properties.
- Participated in budgeting and financing arrangements for restoration and sale of properties.
- Active hands-on participant in construction on restoration to sale.
- Used coordination and planning skills to achieve results according to schedule.
- Learned new skills and applied to daily tasks to improve efficiency and productivity
- Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
IT Technician
Office of Information Technology, Rutherford County Tennessee Government
08.2014 - 05.2015
- Assisted computer users, answered questions, resolved technical problems, and maintained equipment.
- Assisted in installation of new software, hardware, prep for upgrades and disassembled old hardware for recycling during large-scale county-wide system upgrade.
- Established, repaired and optimized networks by installing wiring, cabling and devices.
- Performed video set up for recordings in courtroom for monthly meetings of committees and commission.
- Assisted with transfer of video recordings for public access.
- Set up PCs, projectors, and microphones for use in video conferencing rooms.
- Performed maintenance tasks on PCs, networks and mobile devices.
District Conservation Field Project
United States Department Of Agriculture, USDA
11.2013 - 03.2015
- Organized environmental and conservation education project at state-owned historic farm and museum.
- Evaluated conservation issues and mapped land use, traffic flow, crop rotation, sinkholes, erosion, creek, water flow, water runoff and site best suited for endangered Tennessee bird habitat.
- Prepared proposal and awarded USDA grant to create “bobwhite” North American Quail habitat and coordinated 2015 habitat planting.
- Established new creek path to provide protection for creek, prevent soil erosion and improve water quality.
- Initiated hands-on science education project connecting farm and museum to natural setting and wildlife.
Education
Bachelor of Business Administration - Finance - Real Estate & Business Law Emphasis
Middle Tennessee State University
Murfreesboro, TN12.2022
Skills
- Data Research, Analysis and Validation
- Business Forecasting and Financial Modeling
- Strategic Initiatives and Critical Thinking
- Branding & Business Development
- Market Trend Analysis
- Digital Marketing
- Advanced Excel Spreadsheet Functions
- Financial Calculation and Analysis
- Income & Financial Statements
- Microsoft Office, Alteryx and SQL
- Financial Transactions
- Financial Counseling
- Mortgage and Loans
- Account Documentation
Additional Information
- AWARDS: Future Business Leaders of America Tennessee Insurance and Risk Management Competition, 2015, Regional, First Place; State, Second Place.
Timeline
Financial Services Officer
Ascend Federal Credit Union
05.2023 - Current
Brand Marketing Consultant
Pipecare Group, USA
02.2022 - 05.2022
Marketing Account Assistant
Insurance Financial Solutions of TN
05.2017 - 05.2023
Real Estate Apprenticeship
Land And Sea Investments
08.2016 - 12.2016
IT Technician
Office of Information Technology, Rutherford County Tennessee Government
08.2014 - 05.2015
District Conservation Field Project
United States Department Of Agriculture, USDA
11.2013 - 03.2015
Bachelor of Business Administration - Finance - Real Estate & Business Law Emphasis
Middle Tennessee State University
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