Dylan Weiler, Ctp Email & Phone Number

Wausau-Stevens Point Area

I work directly with customers to provide the tools and expertise that they need to more efficiently manage and protect their cashflow.

Wausau, Wisconsin, United States

Wausau, Wisconsin Area

-Enter, update and retrieve information for credit applications.-Determine credit worthiness of applicants.-Designate degree of risk involved in extending credit by performing cash flow analysis of businesses and individuals.-Ensure all approved applications comply with lender’s policies and procedures-Process files in compliance with banking regulations and policies..-Respond to inquiries from lenders.

Stevens Point, Wisconsin

Worked with clients to help plan their financial futures. In addition to financial planning, offered clients various life and disability insurance policies. Received Wisconsin certification for life and health insurance.

Plover, Wisconsin

Worked with supervisors and floor employees to update the facility’s Sanitation Standard Operating Procedures (SSOP) to ensure they accurately reflect current sanitation processes. Following the completion of the project, the SSOP at that facility had more than tripled in size

Contact borrowers of student loans who are having difficulty repaying their loans to assist with figuring out affordable repayment plans. Received promotion after only five months for excellent work.

Stevens Point, Wisconsin

Assisted individuals in the Portage County area by providing them with free tax-preparation services. Trained to assist individuals with both basic federal and state returns. In addition to receiving these basic certification, also gained certification to assist taxpayers who made deposits and withdrawals from health savings accounts.

Bachelor Of Science - Bs, Accounting And Business Administration

Associate Of Arts And Sciences - Aas, General Studies