Summary
Overview
Work History
Education
Skills
Websites
Timeline
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RICKEY GREEN

Fresno

Summary

Dedicated and detail-oriented professional with an Associate's Degree in Business Administration and a strong foundation in finance. Currently pursuing a Bachelor's degree and aiming to obtain a Series 7 license to trade securities. Passionate about leveraging skills in customer service and problem-solving to excel in the finance industry.

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

5
5
years of professional experience

Work History

Provider

In Home Supportive Services
01.2024 - Current
  • Implemented individualized care plans, adapting to changing client needs and preferences.
  • Observed and reported any changes in client's physical, mental, or emotional condition to family members or healthcare professionals.
  • Provided companionship and emotional support, fostering a positive and comfortable living environment.
  • Maintained accurate and detailed records of services provided, client progress, and any incidents.
  • Coordinated appointments (medical, social, etc.) and arranged transportation for clients.

Accountant/Bookkeeper

Green's Carpet Co
01.2020 - 01.2024
  • Managed financial records and transactions to ensure accuracy and compliance.
  • Interacted with clients to address inquiries and provide exceptional customer service.
  • Identified and corrected errors in financial documents, enhancing overall accuracy.
  • Assisted in the preparation of financial reports, contributing to informed decision-making.
  • Assisted in the preparation of annual budgets and forecasts, providing insights into anticipated spending patterns.
  • Assisted in tax preparation and filing, ensuring timely compliance and optimizing tax liabilities.

Mortgage Loan Officer

Western Pioneer Financial
01.2023 - 12.2023
  • Assisted clients in understanding mortgage options, providing tailored advice to match individual financial needs and goals.
  • Managed the loan application process from initiation to closing, ensuring all documentation was complete and accurate.
  • Evaluated applicants' creditworthiness by analyzing credit reports, income statements, and financial histories, resulting in a high approval rate.
  • Developed and maintained strong relationships with real estate agents, financial institutions and clients to facilitate smooth transactions.
  • Conducted comprehensive market research to stay informed about current interest rates and broader financial/economic trends and developments.
  • Wrote a weekly newsletter on current housing market conditions and disseminated a list of 50+ lenders.

Education

Associate in Science - Business Administration

Fresno City College
Fresno, CA

Skills

  • Customer Service Skills
  • Attention to Detail
  • Mathematical Proficiency
  • Communication Skills
  • Active listening
  • Customer service
  • Flexible and adaptable
  • Customer relations
  • Critical thinking

Timeline

Provider

In Home Supportive Services
01.2024 - Current

Mortgage Loan Officer

Western Pioneer Financial
01.2023 - 12.2023

Accountant/Bookkeeper

Green's Carpet Co
01.2020 - 01.2024

Associate in Science - Business Administration

Fresno City College

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RICKEY GREEN