Carter Heltzen Email and Phone Number
With a background in banking, mortgage and client relationship, Carter Heltzen has developed exceptional skills and knowledge to guide thousands of families through home financing. He Has also sharpened his multi-tasking skills, Carter currently holds another position as a project manager. There he has built the perfect balance to manage commercial and residential projects with the ability to grow his business a mortgage consultant. In today’s market of mortgage banking Carter Heltzen has separated himself by implementing a few core strategies: He consistently devotes time and efforts to keep his knowledge of this changing market above and beyond expectations. Carter provides exceptional customer service to his clients by examining all options based on their goals. He explains the process of financing a home in a way that clients can understand. Carter remains honest and transparent throughout the entire process and he makes the loan process as simple and stress-free as possible. By incorporating these qualities, his expertise is unmatched, ensuring the ability to sustain lifelong client relationships. Carter works with a dedicated team that is always eager to go above and beyond for their client’s satisfaction.At Pinnacle Marble & Granite, Carter is responsible for the day to day activities of his projects and he at times manages more that 25 on going projects. With his experience in sales and customer relations Carter has taken his skills set into the project management industry enabling him to effectively communicate with multiple lines of business and efficiently complete projects within the scope of the project.
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OwnerVivid Surfaces Llc Aug 2017 - PresentDallas/Fort Worth AreaVivid Surfaces Fabricates and Installs custom Granite, Marble, Quartz and Corian Counter tops in Commercial and Residential project. We also Install custom floor and wall tile in both Commercial and Residential projects. Reach out to us for a free estimate. info@VividSurfaces.com -
Founder & CeoLightbulb Applications Mar 2015 - PresentDallas TxLightBulb Applications is a company developed to simplify life with our mobile app's. We are currently in development, more to come soon.
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Project ManagerPinnacle Marble & Granite Aug 2014 - Nov 2017Dallas/Fort Worth Area• Define the scope of the project in collaboration with general contractors• Create and define the project budget• Develop a schedule for project completion that effectively allocates the resources to the activities• Communicate with all lines of business that directly affect job completion • Monitor and approve all budgeted project expenditures• Create a detailed work plan which identifies and sequences the activities needed to successfully complete the project• Execute… Show more • Define the scope of the project in collaboration with general contractors• Create and define the project budget• Develop a schedule for project completion that effectively allocates the resources to the activities• Communicate with all lines of business that directly affect job completion • Monitor and approve all budgeted project expenditures• Create a detailed work plan which identifies and sequences the activities needed to successfully complete the project• Execute the project according to the scope of the project Show less
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Mortgage ConsultantSecurity National Financial Corporation Jul 2015 - Sep 2017Dallas/Fort Worth Area• Consult clients with their mortgage needs and goals.• Walk clients through the mortgage process. From pre-qual, application and movers. • Responsible for self-generated leads through builders, real estate professionals, and other business referral sources• Provide sales support and strong communication to customers, processors and management from loan pre-qualification to loan closing.• Ensure compliance with SNMC policy and government regulations.. -
Mortgage ConsultantSouthern Funding Alliance Mar 2013 - Jul 2015Dallas/Fort Worth Area• Responsible for working leads through application, qualification, and collecting supporting documentation.• Complete mortgage applications using Company loan product system.• Provide sales support and strong communication to customers, processors and management from loan pre-qualification to loan closing.• Ensure compliance with Southern Funding Alliance policy and government regulations.• Responsible for self-generated leads through builders, real estate professionals, and… Show more • Responsible for working leads through application, qualification, and collecting supporting documentation.• Complete mortgage applications using Company loan product system.• Provide sales support and strong communication to customers, processors and management from loan pre-qualification to loan closing.• Ensure compliance with Southern Funding Alliance policy and government regulations.• Responsible for self-generated leads through builders, real estate professionals, and other business referral sources. Show less -
Fraud Analyst IiBank Of America Mar 2012 - Mar 2013Dallas/Fort Worth Area· Resolve customer, merchant, check fraud, and online backing claims within the bank's policies and procedures · Thorough knowledge of claims analyst functions and handle more complex cases which require analytical and problem resolutions.· Investigate and decision daily incoming claims using multiple systems and tools. · Ensure all cases are resolved in compliance with industry regulations and bank procedures.·… Show more · Resolve customer, merchant, check fraud, and online backing claims within the bank's policies and procedures · Thorough knowledge of claims analyst functions and handle more complex cases which require analytical and problem resolutions.· Investigate and decision daily incoming claims using multiple systems and tools. · Ensure all cases are resolved in compliance with industry regulations and bank procedures.· Debit or credit customer's accounts as appropriate.· Expected to meet or exceed department level benchmarks for productivity and quality Show less -
Telephone Assoc. IiBank Of America Mar 2009 - Mar 2013Addison, Tx· Proficient knowledge of credit card applications and operating systems· Introduced new customer to credit card benefits and features · Deepen customer relationship through customer service · Develop new hire associates and create platforms for evolving lines of business · Demonstrated team leadership by organizing team building events, volunteering in the community with teammates, and initiating
Carter Heltzen Skills
Carter Heltzen Education Details
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Business Administration And Management, General -
Mt Vernon High
Frequently Asked Questions about Carter Heltzen
What company does Carter Heltzen work for?
Carter Heltzen works for Vivid Surfaces Llc
What is Carter Heltzen's role at the current company?
Carter Heltzen's current role is Owner at Vivid Surfaces LLC.
What schools did Carter Heltzen attend?
Carter Heltzen attended The University Of Texas At Dallas, Mt Vernon High.
What are some of Carter Heltzen's interests?
Carter Heltzen has interest in Mortgage Lending/realty, Business Management, Entrepreneurship, Investments, Snowboarding, Traveling, Physical Exercise, Polo, Surfing, Poverty Alleviation.
What skills is Carter Heltzen known for?
Carter Heltzen has skills like Mortgage Lending, Loans, Customer Service, Va Loans, Fha Financing, First Time Home Buyers, Team Leadership, Residential Mortgages, Fha, Leadership, Banking, Accounting.
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