Doug Halverson Email & Phone Number

-Assist clients by analyzing their financial needs and objectives and making appropriate investment recommendations-Ensure new account documentation is accurate and submitted on a timely basis-Conduct reviews of client portfolios and make recommendations based on current market conditions and client objectives-Apply knowledge of current market activities.

-Responsible for maintaining existing customers and profiling prospective customers to achieve maximum relationships and achieving specific team and individual sales goals-Provide customers with detailed information about CD’s, IRA’s, annuities, checking accounts, investment opportunities and other financial services while ensuring proper information and.

-Originated 1st and 2nd mortgage loans-Evaluated Automated Underwriting findings and determined customers eligibility for various loan programs-Analyzed customer’s credit reports and financial situation to select a loan program that best suited their needs-Built relationships with realtors, agents and clients to continue growth of business-Assisted other.

-Responsible for entire store operations and implementing corporate policies and procedures-Established and maintained accurate inventory control to shrink of less than.75% of sales-Responsible for hiring store associates, performance management of all associates, and scheduling to ensure customer needs were met while maintaining profitability-Set and.

-Utilized communication skills to resolve customer concerns and associate issues-Created and achieved budget goals-Maintained the integrity of various merchandising aspects in all departments-Assumed responsibilities of Store Manager during absences-Responsible for effectively staffing and scheduling 50-75 associates