Chris Finck Email & Phone Number

Houston, Texas, United States

20 Greenway Plaza, Houston, TX

• Developed and managed the relationship for current and prospective channel partners; identified process improvements that reduced work progress by 25% and increased capital turnover rate.
• Eradicated Ineffective support of the business goals and objectives of channel partners which led to credibility and trust growth with the channel partners and customers.
• Provided competitive landscape analysis including the main services and products the business provides, the annual sales and the market share levels.
• Trained 60 operations and sales personnel.
• Negotiated contracts utilizing financial strategies based on projected volumes for corporate growth expansion which resulted in 5 new channel partner agreements.
• Coached channel partners on trending data analysis to develop business plans for:o Net Orginations, cancellations/retention, construction milestones, in-service, WIP “Work-In-Progess”, DHB’s (Durations), Projects.

Vancouver, WA

• Interviewed applicants, verified information, and determined eligibility for public assistance; reviewed insurance, address, assets, and previous assistance history which prevented fraudulent applications
• Explained program benefits, requirements, and procedures, answered questions, and entered data into automated systems which prevented misunderstandings
• Utilized procedural manuals, department regulations, and state policies to determine eligibility; ensured proper analysis, development, and final rating determinations Generated benefit payments, controlled pending.

Kaneohe Bay, HI

• Provided program information, available assistance, and referrals to service members and spouses
• Analyzed client requests, assessed compatibility with policies, and made determination on qualification for loans, grants, and other services when needed by service members
• Collaborated with local agencies to create a database of resources available that provided assistance including job fairs, interview/resume writing classes, and sources of job placement in the area
• Performed face-to-face financial analysis with clients to understand their financial obligations; performed budget and credit analysis prior to creating family budgets

Vancouver, WA

• Utilized referrals, occupational list, and special-interest groups to create list of prospects which developed long term sources for prospective clients; offered detailed market and financial data that meet clients’.
• Scheduled fact-finding appointments that determined client’s needs, financial situation, present coverage and investments, and long-term goals; obtained underwriting approval after completing application for coverage
• Developed a coordinated protection plan by calculation rates for immediate coverage and long-term implementation; completed coverage by delivering policies and conducting follow up visits
• Worked with a senior mentor to develop individualized strategies and implementations based on assessment of clients’ financial needs and risk threshold; monitored markets and adjusted client plans as needed

Tigard, Oregon

• Assisted in the development of education and training material to establish new agent businesses and trained customer services representatives
• Prepared weekly, monthly and annual financial statements for management utilizing SAP
• Actual to budget/forecast variance analysis
• Managed and analyzed a wide range of financial data
• Assisted with management of $3 million marketing budget utilizing SAP
• Supported training leaders and marketing department with day to day operations

• Managed and trained Marines on day-to-day operations and as a Sergeant, mentored Marines on what it means to be a Marine and how to conduct themselves as such
• Maintained (SECRET) security clearance on continuous checks
• Prepared correspondence and orders, maintained files, evaluation reports, promotion warrants, award certificates
• Received commendations and was meritoriously promoted ahead of peers to the rank of Corporal