Andy Watson Email & Phone Number

1720 S Bellaire Street Suite 1000, Denver, CO 802222

1720 S Bellaire Street, Denver, CO 80222

My role as a Loan Originator is to help to guide you through the financial phase by examining different mortgage programs, analyzing your specific goals and financial position and providing you with a number of options to fulfill those goals while keeping your financial position in tact or improving upon it. My goal is to fulfill your mortgage needs. I.

Greater Denver Area

Arapahoe

• Banking Officer – Lender/Branch Manager
• Solicit, underwrite, and close consumer and commercial real estate loans.
• Manage the operational and business development aspects of multiple branches.
• Managed both branches into profitability.
• Directly manage 14+ employees including tellers, new account personnel, and staff supervisors.
• Manage 50+ employees and 5+ branches as part of a management group.

• Supervised fund accountants and senior fund accountants as well as oversaw 3+ clients with 15+ mutual fund portfolios.
• Assisted fund controller in administration functions such as preparation of financial statements, regulatory compliance, preparation of Board of Trustees materials, coordination of financial audits, and SEC filings.
• Processed and analyzed daily complex mutual funds which held various types of stock, debt, swaps, hedges, REITS, and futures.
• Reviewed the daily work prepared by fund accountants and trained to further their knowledge.
• Trained new hires on day to day tasks as well as coached on the ability to achieve corporate goals.
• Tasks included: processing and pricing mutual funds, communicating with banks and clients, formatting and tying out month end and fiscal year end numbers that were then finalized in packets and distributed to clients.

Bachelor Of Science In Finance, Investment Analysis, Investment Analysis

Bs, Finance