Cassidee Rawson Email & Phone Number
Onboarding Specialist @ AdvisorOne
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Cassidee Rawson Location
- Salt Lake City, UT, US
Cassidee Rawson Work
- Onboarding Specialist @ (April 2026 - Present)
- Head of Customer Success @ (July 2025 - April 2026)
- Customer Service Manager @ (July 2025 - April 2026)
- Manager of Customer Success @ (December 2023 - April 2026)
- Customer Success Manager @ (January 2024 - July 2025)
- Operations Team Lead @ (January 2023 - December 2023)
- Customer Operations Team Leader @ (December 2022 - December 2023)
- Customer Experience Manager @ (December 2021 - November 2022)
- Manager of Customer Experience @ (December 2021 - October 2022)
- Scheduling Specialist @ (August 2020 - December 2021)
- Customer Relationship Manager; SoFi Money and Invest @ (April 2017 - August 2020)
- Customer Relationship Manager; Student and Personal Loans @ (April 2017 - August 2020)
- Customer Relations Manager @ (April 2017 - August 2020)
- Commercial Loan Officer @ (June 2013 - February 2015)
- Relationship Manager @ (January 2013 - January 2015)
- Mortgage Modification Support @ Good Faith Advocates (January 2012 - August 2013)
- Personal Loan Underwriter @ (January 2006 - September 2011)
- New Account Specialist @ (January 2006 - September 2011)
- New Account Specialist @ (January 2006 - August 2011)
- Personal Banker @ (January 2004 - December 2006)
Cassidee Rawson Education
- Salt Lake Community College
(Business)
2004-2006 - Taylorsville High School 2002-2004
- Utah School of Phlebotomy
(Phlebotomy Technician/Phlebotomist)
2004
Cassidee Rawson Skills
- Leadership
- Fraud Detection
- Cash Management
- Banking
- Lines Of Credit
- EBITDA
- Sales
- Cold Calling
- Capital Projects
- Loan Origination
- Networking
- Portfolio Management
- Mortgage Banking
- Swaps
- Financial Risk
- Relationship Management
- Mortgage Lending
- Credit Risk
- Finance
- Commercial Loan
- Engineering
- Spreads
- Underwriting
- Microsoft Office
- Credit
- Consumer Lending
- Customer Service
- Capital Equipment
- Financial Analysis
- Skip Tracing
- Management
- Project Management
- Credit Analysis
- Mortgage
- Accounts Payable
- Small Business Lending
- Loans
- Analysis
- Commercial Lending
- Write Ups
Cassidee Rawson Summary
- Cassidee Rawson, based in Salt Lake City, UT, US, is currently a Onboarding Specialist at AdvisorOne. Cassidee Rawson brings experience from previous roles at CAJEROPAY and AutoOps. Cassidee Rawson holds a 2004 - 2006 Salt Lake Community College. With a robust skill set that includes Leadership, Fraud Detection, Cash Management, Banking, Lines Of Credit and more. Cassidee Rawson has 2 emails and 3 mobile phone numbers on RocketReach.
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Cassidee Rawson
Onboarding Specialist
Salt Lake City, UT, US
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Cassidee Rawson
Onboarding Specialist
Salt Lake City, UT, US
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