Chase B. Email & Phone Number
Who is Chase B.? Overview
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Chase B. is listed as Wayne State University - Mike Ilitch School of Business, Senior, Accounting and Finance Major at Plante Moran, a with 3296 employees, based in Garden City, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Chase B..
Chase B. previously worked as Tax Solutions at Plante Moran and Tax Intern at Transamerica. Chase B. holds Bachelor Of Science In Business Administration, Accounting And Finance from Wayne State University - Mike Ilitch School Of Business.
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About Chase B.
Entry level finance professional, high-performing, results-oriented student, with experience and strong skills in communication, attention to detail, and a fast learner. Passionate and motivated, with a drive for excellence. Possesses ability to develop and implement process improvement to legacy structures, leveraging analytic-driven plans in commercial and consumer service environments. Proven performer, recognized for building relationships with customer base, vendors, colleagues, and senior management.
Chase B.'s current company
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Chase B. work experience
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Tax Intern
Mortgage Loan Originator
Led efforts in Banker role for a multi-billion dollar company Rocket Mortgage. Managed over 50 clients on a monthly basis while ensuring customer satisfaction during 30 day closing process. Worked with senior mangement to meet month end goals and requirements as a mortgage loan originator. Produce relationships with realtors to create a partnership and generate more business.• Complied database of loan applicants credit histories, corporate financial statements and other financial information.• Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act andCommunity Reinvestment Act• Developed and maintained relationships with local real estate agents• Developed prospects for new loans by networking with professionals in related fields in order to garner referral business effectively• Originated, reviewed, processed, closed and administered customer loan proposals• Reviewed loan files and updated to match current standards• Worked with underwriters to fix application problems and resolve issues.
Service Advisor
Provided customer service to local pool owners. Maintained over 20 clients on a weekly basis. Make certain all customers have tools, chemicals and equipment to properly maintain the well being of their pool/spa. Recognized by owner for highest performance as a service advisor.• Processed 20+ customer accounts on a weekly basis with accuracy and deposited cash payment of Detroits intake from service while completing overall service duties and ensuring customer satisfaction.• Sustained chemical levels in all pools to secure safety and trust. Provided same day service to client emergencys.• Resolved numerous unsatisfied customer issues that included invoices blocked for payment, overpayments, and missed payment terms.• Processed payments for services completed and assisted supervisor with monthly duties such as collecting outstanding payments, reviewed reimbursements and submitted for approval, and returned all voicemails.• Improved the communication process and partnered with other service advisors to resolve lingering unsolved issues.
New Car Porter
Apprentice
Colleagues at Plante Moran
Other employees you can reach at plantemoran.com. View company contacts for 3296 employees →
Jeff Campbell
Colleague at Plante MoranKalamazoo, Michigan, United States
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Ron Chantres
Colleague at Plante MoranLivonia, Michigan, United States
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Shawn P. Calabrese
Colleague at Plante MoranEast Lansing, Michigan, United States
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Alex Winnie
Colleague at Plante MoranBelleville, Michigan, United States
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Emily Johnson
Colleague at Plante MoranAnn Arbor, Michigan, United States
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Bertha Lopez
Colleague at Plante MoranToledo, Ohio, United States
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Plante Test
Colleague at Plante MoranYoung America, Minnesota, United States
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Erin Noe
Colleague at Plante MoranTucson, Arizona, United States
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Ben Polman
Colleague at Plante MoranChicago, Illinois, United States
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Brandon Terrell
Colleague at Plante MoranDetroit Metropolitan Area, United States
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Chase B. education
Bachelor Of Science In Business Administration, Accounting And Finance
Associate'S Degree, Business Administration And Management, General
Business Administration And Management, General
Frequently asked questions about Chase B.
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What company does Chase B. work for?
Chase B. works for Plante Moran.
What is Chase B.'s role at Plante Moran?
Chase B. is listed as Wayne State University - Mike Ilitch School of Business, Senior, Accounting and Finance Major at Plante Moran.
Where is Chase B. based?
Chase B. is based in Garden City, Michigan, United States while working with Plante Moran.
What companies has Chase B. worked for?
Chase B. has worked for Plante Moran, Transamerica, Rocket Mortgage, Detroit Pool And Spa, and Bill Brown Ford.
Who are Chase B.'s colleagues at Plante Moran?
Chase B.'s colleagues at Plante Moran include Jeff Campbell, Ron Chantres, Shawn P. Calabrese, Alex Winnie, and Emily Johnson.
How can I contact Chase B.?
You can use AeroLeads to view verified contact signals for Chase B. at Plante Moran, including work email, phone, and LinkedIn data when available.
What schools did Chase B. attend?
Chase B. holds Bachelor Of Science In Business Administration, Accounting And Finance from Wayne State University - Mike Ilitch School Of Business.
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