Jake Mueller Email & Phone Number

As an workflow analyst/Flow Engineer for Cetera Financial, I collaborate with business analysts on tech tickets, what managers need changed or created within our Docupace environment, and ultimately build workflow solutions to all internal teams and departments nationwide to achieve security, smooth workflows for employees and financial advisors. Some of my greatest impacts in this role are creating new workflows, adding queues and automation, SQL conditions for action buttons, role security, logical reasoning and ultimately documents get into the right hands at the right time for review. I am Salesforce Certified as an Administrator which demonstrates my proficiency in using the CRM platform to creatively think and build custom web layouts to optimize team workflow, as well as to manage customer relationships and data. I have a Bachelor's degree in Business Administration and an Associate's degree in Finance, where I learned the fundamentals of accounting, economics, and business law. I have over six years of experience in various financial roles, such as home lending, consumer credit, escrow auditing, accounting, and stock brokerage experience, where I developed my analytical, problem-solving, and communication skills. I am an extroverted enneagram 9 peacemaker who loves to collaborate with others yet also enjoys buckling down independently to accomplish a project and investing in myself to learn new things. You can ask me about the latest crypto market news as I study on a daily basis along with national economic trends to position myself to crush investments with intellect, calculated risk-management and patience.

Listed skills include Customer Service, Critical Thinking, Microsoft Office, Multitasking, and 62 others.