Charles Smith
Charles Smith

IT Help Desk Assistant and Salesforce Advocate

Actively looking · Member since 28 Jul 2025
Message
Location
United States
Desired salary
Unspecified
Work preference
Full Time
Experience level
Not set

About

Professional summary

Detail-oriented IT Help Desk Assistant and Salesforce Advocate with a strong foundation in system administration, technical troubleshooting, and workflow optimization. Transitioning from a career in commercial loan project management, bringing cross-industry expertise in documentation compliance, stakeholder alignment, and CRM configuration. Adept at supporting users, documenting processes, and driving technical solutions across financial and IT domains. Experienced administrator focused on business efficiency and operational improvements. Dedicated and decisive leader with strategic and forward-thinking mindset. Brings progressive industry experience, willingness to learn and adaptability to changing circumstances.

Skills

19 capabilities

Experience

Career history

LaserPro Administrator & Salesforce Advocate US Bank N.A.

Configured and optimized LaserPro for secured loan documentation; integrated CRM dashboards to support cross-department visibility. Developed speaker notes and training guides to ease user onboarding and support desk escalation. Collaborated with IT units to align Salesforce functionality with loan origination workflows.

IT Help Desk Assistant & Loan Project Manager FundLoans Capital & Fidelis Private Fund

Resolved Tier 1 support tickets involving email access, VPN setup, and device configuration. Created escalation diagrams and documentation for junior help desk staff. Supported cybersecurity basics in endpoint protection and user credential safety.

Senior Loan Processor Union Bank

Managed documentation and compliance for residential loan products (FHA, VA, USDA, etc.). Acted as liaison between underwriting, compliance, and post-closing teams. Coordinated secure handling of borrower data and system change requests.

Education

Learning history

American InterContinental University

Bachelor of Science in Information Technology

Academic Achievements and Honors: Epsilon Pi Tau Member; Relevant Coursework and Training Programs: Network Infrastructure, IT Security, Databases, Mobile Technologies

San Diego State University

Certificate of Technical Studies in Cybersecurity

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