Charles Laenger Email & Phone Number

150 N. Seven Oaks Dr. Knoxville, TN 37922

150 N Seven Oaks Dr., Knoxville, TN 37922

• Maintained position as or near Top Producer.
• Created a referral based practice by building and managing relationships with real estate professionals, bank members, advisors, conducting seminars, weekly live radio broadcast, and professional networking.
• Built a team of staff and co-workers resulting in documented success for our clients, our company, and the team.
• Created “program” using Excel that combined graphic illustrations with a spreadsheet a comparison of individuals’ options, benefits, and future hazards. The conversion rate of prospects that are provided the.
• Differentiated the bank from other lenders by providing personalized customer service combined with a broad knowledge of financial products, the ability identify client goals, and effectively articulate solutions.
• Worked with clients throughout all phases of loan origination, including counseling and advising to determine the best solution, analyzing individual financial situations, review and analysis of credit reporting.

Baton Rouge, LA

• Helping People and Business Find SolutionsProvided comprehensive financial advice regarding asset allocation and diversification strategies through the sale of investment products including stocks, bonds, mutual funds.
• Assessed individual needs and advised clients on short/long term investment strategies/solutions for achieving financial goals with regard to risk tolerance, income needs, investment allocation, and asset.
• Built and diversified the client base and generated revenues through effective sales, relationship-building, and new business development strategies that include hosting client seminars.
• Up-sold higher net worth clients on financial solutions that included portfolio consultations, financial planning, private client services, and fee-based money management services.
• Achieved continuous sales success by implementing a personally developed "client contact strategy" that built a loyal following of long-term clients...

I work with successful businesses and professionals to develop solutions that can help them maximize the value of their companies and minimize the effects of taxes so they can create a sustainable legacy.On an individual level I help these same folks create financial security for themselves and their families.

Baton Rouge, Louisiana

• Grew the loan portfolio, expanded the client base, and improved profitability through creative prospecting, networking, cross-selling, and relationship-building.
• Maintained position as a Top 5 Producer out of 30 throughout tenure with company; distinction included an incentive trip each year that was awarded annually for revenue production.
• Innovative Strategies – personal analysis proved that referral prospects were 200% more likely to become clients with a fraction of the time, generated leads by building relationships with realtors, bank members, and.
• Managed relationships and built a broad base of referral sources and developed new business throughout the U.S. including the states of FL, NJ, CA, AZ, ID, LA, and TN.
• Differentiated the bank from other lenders by providing personalized customer service, needs analysis, and consultation on long term planning.
• Worked with clients throughout all phases of loan origination, including counseling and analyzing their goals, income/liabilities, credit analysis, capital, tax returns, issued letters of credit.

Baton Rouge, Louisiana Area

Top Producer in SE Region my entire tenure.Worked with clients throughout all phases of loan origination, including counseling and analyzing their goals, income/liabilities, credit analysis, capital, tax returns..

Baton Rouge, Louisiana Area

BATON ROUGE TEACHERS FEDERAL CREDIT UNION, Baton Rouge, LA, 1989 – 1998Promoted through several positions starting from Teller, Customer Service, & Purchasing Director (1989-1994) to Data Processing/Information Technology (1994-1995) and then to Accounting Officer (1995-1998)

Bs Accounting, Accounting

Activities and Societies: Delta Sigma PiGO Tigers!

Education record

Education record