Benjamin Wicks Email & Phone Number

Detroit, Mi, Us

Troy, Michigan, United States

• Foster a positive relationship with financial clients and use problem-solving skills/analytical thinking when assisting with client inquiries• Assist with client taxes including requesting tax checks and drafting tax notices• Gather documents from online portals• Review and summarize travel calendars• Prepare consent forms and LOAs• Operations Client Analyst & Client Analyst to a team• Maintain accurate and organized documents• All roles of administrative assistant and back up secretary

Troy, Michigan, United States

• Assist in obtaining daily and weekly reports from borrowers• Learn to review and analyze collateral support documents and can confirm borrowers compliance with requirements• Understand basic credit and collateral analysis procedures and the history of asset-based lending• Process hundreds of checks daily while depositing, sending to clients and keeping organized• Participate in field exams and business development shadowing experiences shadowing collateral analysts, underwriters and portfolio managers and joining customer meetings to gain insight

Pontiac, Michigan, United States

• Created spreadsheets daily, double checked them and sent them to project managers• Pulled permits and scheduled inspections from various cities • Scheduled multiple departments and proofed every schedule for them• Scheduled equipment and travel arrangements for various jobs around the country• Ensured over 150 workers got to their work site with everything they needed