Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Cody Harden

Carmel

Summary

Professional yet upbeat and friendly personality with strong expertise in auditing, risk assessment, compliance, and relationship management. Proven ability to deliver accurate evaluations and financial reviews, ensuring thoroughness and integrity of tasks completed. Skilled in team collaboration, process innovation and adaption to changing requirements. Strong analytical abilities, attention to detail, and excellent communication skills to drive impactful results.

Overview

3
3
years of professional experience

Work History

Premium Auditor

Progressive
06.2024 - Current
  • Conducted risk assessments to identify potential areas of concern for clients, resulting in proactive measures being taken to minimize loss exposure.
  • Achieved high levels of accuracy in calculating premiums owed/returned using established rating plans and classifications guidelines.
  • Collaborated with team members to ensure consistent methodologies and quality in premium audit services.
  • Recommended improvements to internal audit processes, contributing to increased efficiency and overall team productivity.
  • Identified discrepancies in data entry, corrected errors, and ensured compliance with applicable laws and regulations.

Licensed Stockbroker

Charles Schwab
02.2023 - 08.2023
  • Complied with all regulatory requirements and industry standards, maintaining a spotless professional reputation.
  • Effectively managed high-pressure situations during periods of market volatility, maintaining composure while making crucial decisions.
  • Educated clients on investment options, empowering them to make informed decisions about their finances.
  • Participated in ongoing professional development opportunities to stay current with industry trends and best practices.

Credit Analyst

Community First Bank of Indiana
09.2022 - 02.2023
  • Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
  • Analyzed credit scores to determine borrowers' creditworthiness.
  • Attended credit-related training and conferences to stay informed about industry trends and developments.
  • Collaborated with other teams to identify and mitigate risks impacting organization.

Education

Bachelors - Business, Finance

Indiana University At Kokomo
05-2022

Skills

  • Data interpretation
  • Critical thinking
  • Decision-making
  • Client relationship management
  • Account reconciliation
  • Quality assurance
  • Policy interpretation
  • Analytical problem solving

Accomplishments

  • Used Microsoft Excel to develop macros for data entry and organization previously manually completed.
  • Series 7 exam passed (lapsed)
  • Series 63 exam passed (lapsed)

Timeline

Premium Auditor

Progressive
06.2024 - Current

Licensed Stockbroker

Charles Schwab
02.2023 - 08.2023

Credit Analyst

Community First Bank of Indiana
09.2022 - 02.2023

Bachelors - Business, Finance

Indiana University At Kokomo

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Cody Harden