Bret Schneider Email & Phone Number

Wausau, Wisconsin, United States

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

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

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

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.

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.

Green Bay, Wisconsin Metropolitan Area

Dealt poker to many high profile clients as well as being a fill in supervisor the staff on occasion

Bachelor'S Of Arts In Finance, Finance And Financial Management Services

Business And Personal/Financial Services Marketing Operations

Finance

Associate Of Arts - Aa, Business Administration, Management And Operations