Bret Schneider

Bret Schneider Email and Phone Number

Quality Assurance Supervisor @ Foundation Finance Company LLC
rothschild, wisconsin, united states
Bret Schneider's Location
Ramsay, Michigan, United States, United States
Bret Schneider's Contact Details

Bret Schneider work email

Bret Schneider personal email

n/a
About Bret Schneider

Bret Schneider is a Quality Assurance Supervisor at Foundation Finance Company LLC. He possess expertise in sep and simple iras, iras, customer service, strategic planning, leadership and 7 more skills.

Bret Schneider's Current Company Details
Foundation Finance Company LLC

Foundation Finance Company Llc

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Quality Assurance Supervisor
rothschild, wisconsin, united states
Website:
foundationfinance.com
Employees:
103
Bret Schneider Work Experience Details
  • Foundation Finance Company Llc
    Quality Assurance Supervisor
    Foundation Finance Company Llc Nov 2023 - Present
    Wausau, Wisconsin, United States
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  • Foundation Finance Company Llc
    Underwriting Auditor
    Foundation Finance Company Llc Feb 2021 - Nov 2023
    Wausau, Wisconsin, United States
     Audited underwriters' loan approvals and denials. Designed a custom phone tree for inbound calls into the credit department. Performed quality monitoring of inbound and outbound calls. Managed data Analysis and forecasting Designed new phone tree for incoming calls to call center
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  • Foundation Finance Company Llc
    Sr Underwriting Analyst
    Foundation Finance Company Llc Feb 2019 - Feb 2021
    Wisconsin, United States
     Analyzed risk while reviewing loans as well as reviewing property and financial documents. Reviewed income discrepancies throughout the verification process and solved how to proceed. Evaluated credit and underwriting utilizing company policies and procedures. Reviewed property records, Income profit and loss statements and taxes Coached and mentored newer underwriters to the company Assigned Risk discount to loans
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  • Foundation Finance Company Llc
    Credit Analyst
    Foundation Finance Company Llc Nov 2017 - Feb 2019
    Schofield, Wisconsin, United States
     Credit analysis Handled escalated phone calls Evaluated credit and underwriting utilizing company policies and procedures. Reviewed property records, Income profit and loss statements and taxes
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  • Principal Financial Group
    Financial Representative, Principal Securities Registered Representative
    Principal Financial Group May 2016 - Nov 2017
    Wausau, Wisconsin Area
     Interviewed prospective clients to determine financial resources, spending, and investment status, and helped to clarify their short-, medium- and long-term needs, as well as to discuss any existing coverage. Analyzed legal documents, including wills, insurance policies, and corporate contracts.  Recommended suitable financial plans and/or investment plans that help the clients protect and build assets. Monitored plan over time and made any adjustments necessary to stay the course. Negotiated with banks, insurance companies, and employers on behalf of clients.
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  • Edward Jones
    Financial Advisor
    Edward Jones Jan 2012 - Jun 2015
    Kronenwetter, Wi
     Delivered personalized investment and financial solutions to more than 600 clients Streamlined spending analysis to a more accurate, efficient, and automated process. Supported the development of investor presentations and marketing tools.
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  • Oneida Casino
    Poker Dealer/ Lead Supervisor
    Oneida Casino Nov 2006 - Jan 2012
    Green Bay, Wisconsin Metropolitan Area
    Dealt poker to many high profile clients as well as being a fill in supervisor the staff on occasion
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Bret Schneider Skills

Sep And Simple Iras Iras Customer Service Strategic Planning Leadership Team Building Life Insurance Financial Services Microsoft Office Management Sales Insurance

Bret Schneider Education Details

Frequently Asked Questions about Bret Schneider

What company does Bret Schneider work for?

Bret Schneider works for Foundation Finance Company Llc

What is Bret Schneider's role at the current company?

Bret Schneider's current role is Quality Assurance Supervisor.

What is Bret Schneider's email address?

Bret Schneider's email address is sc****@****pal.com

What schools did Bret Schneider attend?

Bret Schneider attended University Of Wisconsin-Green Bay, University Of Wisconsin-Whitewater, Gogebic Community College.

What skills is Bret Schneider known for?

Bret Schneider has skills like Sep And Simple Iras, Iras, Customer Service, Strategic Planning, Leadership, Team Building, Life Insurance, Financial Services, Microsoft Office, Management, Sales, Insurance.

Who are Bret Schneider's colleagues?

Bret Schneider's colleagues are Luke Doescher, Emalee Frischmann, Luke Cleveland, Andreina Gomez, Kylie Maliszewski, Becky Wawrzyniec, Kyleah Rusch.

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