Corey Hnat Email & Phone Number

King Of Prussia, Pa, Us

King Of Prussia, Pennsylvania, United States

Malvern, Pa

Coordinated research and developed solutions regarding complex retirement issues and guided clients through the complex transfer process while they dealt with the grieving of a recent loss a love one. Aided internal financial advisors and clients to help facilitate and process client transactions according to IRS regulations. Functioned as single point of contact during transition of assets with focus on complex trust, estate, foreign and multiple beneficiary accounts. Selected Accomplishments • Enhanced client experience via reducing average time of Loss of Loved one case by leveraging internal relationships.• Cultivated best practices, serving as subject matter expert on change of ownership transfers and call quality compliance, advocating for policies and procedures adjustments related to processing documentation, and assisting with onboarding of new crew members.• Increased case scheduling capabilities with IT department by providing detailed feedback on design and specific development requirements.• Provided leadership on various special projects, serving as go-digital ambassador, aiding in call center transformation, and raising funds for charity through participation in United Way 5K Run.

Greater Philadelphia Area

Held responsibility for cultivating new business opportunities to support Philadelphia Heart Walk. Created strategic plans, including goal setting, wellness objectives, and fundraising strategies.Selected Accomplishments• Exceeded $1.8M fundraising goal through development, coordination, and implementation of plans designed to increase existing business and capture new opportunities.• Increased student engagement by conceiving and launching first-ever AHA Teaching Garden event in Pennsylvania. (https://southphillyreview.com/2012/03/08/american-heart-association-plants-healthier-lessons/)

Greater Philadelphia Area

Oversaw B2B territory, documented account activity in CRM tools and sold complex solutions involving technology, workflow process design, and hardware.Selected Accomplishments• Developed solutions that redefined cutting edge of digital commerce, improving operational excellence and strengthening / building relationships enabling customer to send parcels and packages cheaper and more efficiently.• Recognized for excellence, achieving Top Monthly Sales Professional award multiple times.• Educated clients, presenting product demonstrations on effective mail campaigns and data management.

Fort Washington, Pa

Processed loan applications in compliance with bank policies, meeting investor guidelines and demonstrating lending strategies. Analyzed applicant’s financial status, credit and property evaluation to determine feasibility in granting loans.Selected Accomplishments • Expert knowledge of credit risk, credit valuation and ratings, risk management practices.• Recognized as a $2 Million Dollar Chase Wall of Fame top producer and as a consistent Top Ten Producer.

Greater Philadelphia Area

Evaluated property values based on Sales, Income and Cost approaches.Selected Accomplishments • Completed comprehensive data collection on market areas, neighborhoods and sites for commercial, industrial, retail and office building locations.• Researched, analyzed and verified information provided by brokers, commercial real estate agents and banks.Course work completed: Appraisal Standards, Appraisal Principles 110, 120 and Income Capitalization