Cassidee Rawson Email & Phone Number
Onboarding Specialist @ AdvisorOne
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Cassidee Rawson Location
- Salt Lake City, UT, US
Cassidee Rawson Work
- 2026 -now Onboarding Specialist @
- 2025 -2026 Head of Customer Success @
- 2025 -2026 Customer Service Manager @
- 2023 -2026 Manager of Customer Success @
- 2024 -2025 Customer Success Manager @
- 2023 -2023 Operations Team Lead @
- 2022 -2023 Customer Operations Team Leader @
- 2021 -2022 Customer Experience Manager @
- 2021 -2022 Manager of Customer Experience @
- 2020 -2021 Scheduling Specialist @
- 2017 -2020 Customer Relationship Manager; SoFi Money and Invest @
- 2017 -2020 Customer Relationship Manager; Student and Personal Loans @
- 2017 -2020 Customer Relations Manager @
- 2013 -2015 Commercial Loan Officer @
- 2013 -2015 Relationship Manager @
- 2012 -2013 Mortgage Modification Support @ Good Faith Advocates
- 2006 -2011 Personal Loan Underwriter @
- 2006 -2011 New Account Specialist @
- 2006 -2011 New Account Specialist @
- 2004 -2006 Personal Banker @
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
Top AdvisorOne Employees
Cassidee Rawson
Onboarding Specialist
Salt Lake City, UT, US
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