Benjamin Unkles Email & Phone Number

Cleveland, Ohio, United States

Part of company's implementation team for 2023 new product rollout. Helped manage marketability of product against compliance adherence and user experience interface. Helped company increase direct customer interactions by 500 impressions a week.Originated over $10 million in new credit products in 2023 across new mortgage purchase loans and home equity products. Part of select team originating new mortgage purchases across entire lending footprint. Act as peer sponsor, responsible for introducing new hires to the role with an eye to compliance side of lending.

Strongsville, Ohio, United States

• Actively manage Book of Business of over 700 clients, including Small Businesses, Trusts, Estates, and Individuals.• Finished in top 10 for banking peer-group (population of 81 across similar branches) in first year• Helped branch finish 2020 in top bracket for Customer Service • Scored perfect for Branch’s compliance scorecard, no missing documents or document errors in 2020• Grew Book of Business 2020 revenue through Home Equity Line of Credit originations, mortgage refinances, investment referrals, and new deposit relationship through new DDA households and new business relationships

Greater Denver Area

Provides consulting services to small businesses across the Denver metro area. Past clients include retail stores, tutoring services, and restaurant/bars.

Greater Denver Area

 Responsible for daily operations of regionally distributed midsize brewery, performing duties which include managing AR/AP of company, and heading distributor relations for company’s 5 different distributors across 5 different states, (invoicing of 6,000 bbls of beer for $1,000,000+ of AR). Manages Events and Tours departments, which involves training and supervision of 15+ employees and overseeing Renegade’s direct presence at a myriad of statewide festivals. Directly organized 200+ attendee Anniversary party, directly responsible for allocating advertising budget with outside accounts, native channel copy writing, supervision of staff, and coordination of outside vendors. Oversees Social Media presence for both Facebook and Instagram (total reach of 20,000+), updates website running on WordPress platform, and created promotional materials for beer releases, Renegade events, and other advertising campaigns.

Greenwood Village, Co

Promoted within 9 months of hire. Consulted with a diversity of clients in complex banking matters including trusts, guardianships, debt restructuring / consolidation, home equity lines of credit, savings and retirement planning.Pursued and completed Wells Fargo’s Business Advocate Certificate, enabling greater servicing of business clients with knowledge of business entities, supporting business growth, and business banking product lines.Supported preparations for internal branch audits, including methodical review of 75+ policies and procedures, providing training of a staff of 15, and evaluating key aspects of regulatory compliance.Collaborated closely with Financial Advisors, Home Mortgage Consultants, Private Bankers, Legal, and Business Teams. Trained and mentored a new hire Personal Banker.Frequently selected to research and resolve unusual banking matters outside of normal bank processes.Exceeded goals for customer satisfaction, productivity, legal and regulatory compliance.Utilized proprietary and commercial banking platforms as well as Secretary of State and US Treasury databases.Earned “All-Star Banker” recognition in 2015.

Hanover, Nh

Consulted with managers and staff in all departments to analyze and document all policies, processes, and procedures as well as comprehensive training approaches to optimize assure safety, profitability, and customer service.

Master Of Arts, Did Not Complete Studies, Global Finance, Trade, And Economic Integration

Activities and Societies: Member of European Affairs Student ForumAttended Josef Korbel School of International Studies in the Global.

Ba, Politics And History

Activities and Societies: Co-President of Politics & History Club, Member of Lambdi Pi Eta (National Communication Honor Society)Arranged.

Political Science

Activities and Societies: Member of the University's Honors CollegeSpent two years at the University of Vermont before ceasing enrollment.