Chase Mcmillan Email & Phone Number

Fort Mill, South Carolina, United States

Oversees Mutual Fund, UIT trade, and account activity adhering to all rules and regulations.Demonstrates independence and leadership qualities that apply appropriate discretion and judgment.Prioritizes client’s issues and challenges, and provides timely follow-up.

Charlotte, Nc

Acquired Life Insurance license for the State of NC within 2 weeks of onboarding. Carefully walked clients through the application process, qualifying them for policies that appropriately fit their needs and budgets. Evaluated Life Insurance applications to determine risk-based medical history, occupational hazards, financial factors, insurable interest, and other risk potentials.

Charlotte, Nc

NMLS ID: #2089198Acquired Mortgage Loan Originator License within 30 days of hire. Provided outstanding levels of customer service in all aspects of relationship management.Maintained knowledge of loan products, underwriting, processing procedures, and general guidelines.Developed and fostered trusting relationships with clients, bankers, companies, financial professionals, and real estate agents, and delivered exceptional customer service always exceeding their expectations.

Charlotte, North Carolina, United States

Facilitated trades, serviced accounts, and supported clients in navigating the website and discovering additional financial needs. Prepared reports and analytical documents for internal and external customers. Evaluated risk potentials including credit, market, financial crimes, operational, and regulatory compliance.

Charlotte, North Carolina Area

Created and managed the company website to effectively and efficiently update and manage client lists and related specifics. Processed and maintained accurate records for all AR/AP, collections, payroll, and petty cash. Instigated daily cold calling, typically leading to appointments for sales leads to present services.

Valdosta, Ga

Cross-trained and assisted other team members in carrying out various functions. Monitored dining room, took orders and accurately completed POS transactions. Reconciled all receipts totals, cash and credit payments, and addressed any shortages with staff members Frequently recognized by customers for prioritizing and quickly resolving concerns and complaints.