Isaac Newman
Roanoke,IN
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
11
11
years of professional experience
Work History
Spot Bid Specialist
Petroleum Traders Corporation, LLC
Fort Wayne
02.2022 - Current
- Developed bid proposals by analyzing client requirements and industry standards.
- Reviewed and refined bid documentation for accuracy and compliance with regulations.
- Maximized profitability, conducting in-depth analysis of competitor positioning and pricing strategies.
- Assisted in researching market trends to inform competitive bidding strategies.
- Managed multiple bids simultaneously, ensuring timely submission and adherence to strict deadlines.
Teller
First Merchants Bank
Grabill, IN
- Process daily night deposits under dual control.
- Help process deposits/withdraws, drafting cashier’s checks, and assist in safety deposit box access.
- Aid customers over the phone for account balances, transfers, and general inquiries.
- Help educate on product differences and break down the best suitable product for each customer.
Member Representative
Public Service Credit Union
Fort Wayne, IN
10.2020 - 02.2021
- Provided high-level member support, leveraging thorough knowledge of all company policies, products, and services.
- Boosted member retention and loyalty through superior service delivery.
- Fostered timely resolution of account issues, communicating with members via telephone, email, and chat.
Accountant
Grabill Dairy Sweet LLC
Grabill, IN
05.2020 - 02.2021
- Documented all receipts and invoices from acquisition of business by new owners.
- Developed and managed Excel spreadsheets to streamline scheduling, monitor inventory levels, and oversee payment tracking for business owners' payment plans.
- Supported HR operations by managing payroll, addressing employee grievances, and overseeing hiring procedures.
- Utilized QuickBooks to accurately document and visualize cash flow trends, enhancing financial oversight.
Branch Support/ Member Services
Western Sun Federal Credit Union
Broken Arrow, Oklahoma
11.2019 - 05.2020
- Communicated between departments regarding general inquiries.
- Held multiple different roles within the company (teller, member services, and loan officer).
- Maintained flexibility by performing multiple tasks within the company as needed.
- Maintained positive relationships with consumers over the phone.
Personal Banker
City National Bank, CNB
Tulsa, OK
01.2019 - 11.2019
- Met individual member needs by recommending bank financial products and services.
- Established new accounts with expert processing of applications and records management requirements.
- Upheld recordkeeping requirements by fully documenting each transaction.
- Delivered exceptional customer service for diverse banking needs by leveraging knowledge of bank operations, available offerings, and applicable regulations.
- Elevated revenue by upselling customers on credit cards and other value-added options.
Floater
Rodger County Bank, RCB
Tulsa, OK
05.2018 - 01.2019
- Balanced currency, coins, and checks in cash drawers at ends of shifts and calculated daily transactions using computers, calculators, and adding machines.
- Maintained consistency across branches.
- Helped improve company procedures by carefully analyzing what each branch did well and sharing that information with area supervisor.
3rd Party Contractor
Express Set Up LLP
Broken Arrow, OK
06.2017 - 05.2018
- Direct forklift driver to center large deliveries on trailers and platforms.
- Maintained customer peace of mind by creating positive relationships.
- Precisely built wooden play sets.
- Safely transported and set up hot tubs for customers.
Personal Banker
City National Bank (CNB)
Tulsa, OK
02.2017 - 06.2017
- Backed up teller line with transaction processing, drawer balancing, and vault services.
- Met individual member needs by recommending bank financial products and services.
- Eliminated unnecessary bank visits through proactive education on available online and mobile banking options.
Sales Associate
International Bank of Commerce, IBC
Tulsa, OK
01.2016 - 02.2017
- Deepened customer relationships through knowledgeable support for day-to-day banking needs.
- Upheld recordkeeping requirements by fully documenting each transaction.
Department Manager
Airport Trampoline Park
Tulsa, OK
01.2015 - 01.2016
- Organized workflow, delegated tasks, and monitored performance to verify task completion.
- Maintained strict quality controls, monitoring processes to identify and resolve issues.
- Directed daily store operations, including staff management, task delegation, merchandising, and customer service.
- Maximized employee performance with effective training and close mentoring.
- Supervised teams and provided clear objectives and consistent, performance-oriented policies.
Education
Diploma -
Nathan Hale High School
Tulsa, OK01.2015
Skills
- Customer relationship management
- Money handling
- Recordkeeping
- Time management
- Teamwork and collaboration
- Problem-solving
- Reliability
Timeline
Spot Bid Specialist
Petroleum Traders Corporation, LLC
02.2022 - Current
Member Representative
Public Service Credit Union
10.2020 - 02.2021
Accountant
Grabill Dairy Sweet LLC
05.2020 - 02.2021
Branch Support/ Member Services
Western Sun Federal Credit Union
11.2019 - 05.2020
Personal Banker
City National Bank, CNB
01.2019 - 11.2019
Floater
Rodger County Bank, RCB
05.2018 - 01.2019
3rd Party Contractor
Express Set Up LLP
06.2017 - 05.2018
Personal Banker
City National Bank (CNB)
02.2017 - 06.2017
Sales Associate
International Bank of Commerce, IBC
01.2016 - 02.2017
Department Manager
Airport Trampoline Park
01.2015 - 01.2016
Teller
First Merchants Bank
Diploma -
Nathan Hale High School