Dale Mathis Email & Phone Number

- Develop, implement, maintain, and update various reports to provide insight that influences and supports critical business decisions.- Apply basic forecasting principles to plan for short and long-term staffing and scheduling needs.- Provide operational and administrative support for the various Workforce Management software solutions.- Work closely with various team members to provide support and assistance for all Workforce Management related tasks

Phoenix, Arizona Area

- Provide support via telephone for clients on a variety of account types for both brokerage and bank services- Educate clients on a variety of securities, including stocks, bonds, mutual funds, and options- Licensed to act as an agent to assist clients in the buying and selling of securities- Support a team of representatives to improve the quality of individual interactions with clients by compiling and reviewing report data from quality analysts

- Responsible for handling home equity loan and line of credit applications from initial credit approval to final funding of request- Perform application processing duties to include; ordering and review of title, appraisal and flood certification and the handling of incoming applicant and banker calls to provide application status and maintenance- Partner with originating banker, applicants and branch personnel and underwriting staff to overcome concerns, issues and objections in order… Show more - Responsible for handling home equity loan and line of credit applications from initial credit approval to final funding of request- Perform application processing duties to include; ordering and review of title, appraisal and flood certification and the handling of incoming applicant and banker calls to provide application status and maintenance- Partner with originating banker, applicants and branch personnel and underwriting staff to overcome concerns, issues and objections in order to successfully complete the application processing within company policy and guidelines- Assist team supervisor with escalated and special handling files to ensure a positive customer experience and continued customer loyalty. Show less

Education record

Education record

Education record