Ashton Costa
Harrisburg
Summary
Hands-on, client-oriented loan professional implements creative investment strategies. Dedicated to continuous improvement of modeling and statistical analysis.
Seasoned Financial Services Representative with relevant experience in providing clients with tailored financial solutions and investment advice. Strengths include strong analytical skills, client relationship management, and knowledge of banking products and services. Previous work resulted in improved client satisfaction and increased portfolio growth through personalized service delivery.
Overview
5
5
years of professional experience
2009
2009
years of post-secondary education
Work History
Financial Services Representative
World Finance Corporation
Harrisburg
11.2024 - 03.2026
- Assisted clients with account inquiries and financial product information.
- Processed loan applications and verified applicant documentation efficiently.
- Educated customers on budgeting techniques and financial planning strategies.
Customer Service Representative
Little Caesers
Harrisburg
02.2021 - 09.2024
- Assisted customers with orders and inquiries in a fast-paced environment.
- Managed cash register operations and processed customer payments efficiently.
- Resolved customer complaints through effective communication and problem-solving.
Education
Vienna High School
Vienna, ILSkills
Accurate and fast trying speed
- Account management
- Loan processing
Customer relations
Secretarial
Data Entry
Timeline
Financial Services Representative
World Finance Corporation
11.2024 - 03.2026
Customer Service Representative
Little Caesers
02.2021 - 09.2024
Vienna High School