Joel E. Beyer Email and Phone Number
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My early career was characterized by helping people and businesses secure debt for real estate and business purposes. Now I help people get out of debt and show them how to safeguard their investments.
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Director Of Sales And OperationsForward Financial GroupNew Albany, Oh, Us -
Money CoachForward Financial Group Nov 2023 - PresentNew Albany, Ohio, United StatesWhether you need assistance with personal financial planning, identification of loss areas and cost reductions, or strategies to safeguard investments and build wealth, let me show you how to get started down the right path so you can reach your dream.
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EcommerceSelf-Employed Nov 2019 - PresentColumbus, Ohio Metropolitan AreaMy company delivers everyday household items to families and businesses across the United States. We bring joy to children, parents and business owners by delivering to them the physical products they need.
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Business Banking Relationship Manager IiiJpmorgan Chase & Co. Mar 2017 - Apr 2021Greater Denver AreaAs a Relationship Manager in Business Banking, my mission was to provide my expertise and the bank's world-class resources to help our clients to grow and to operate more efficiently from a financial standpoint. Business Banking provides deposit, cash management, and lending support to Colorado's diverse business landscape. I was supported by an outstanding team of client service professionals and product partners. -
Business Development OfficerCentennial Lending Llc Jul 2016 - Mar 2017Centennial, CoIdentified, captured and originated commercial real estate lending opportunities. Working knowledge of commercial real estate credit underwriting, property/borrower cash flow analysis, and basic property valuation. Maintained a working knowledge of Credit Union Service Organizations (CUSO), credit unions, Federal and State compliance requirements, and regulations affecting member business lending. Proficient with MS Word, Excel, and PowerPoint. Strong speaking and communication skills, sales skills, background in commercial and residential real estate lending. -
Private Mortgage BankerWells Fargo Feb 2013 - Jun 2016Denver, CoWorked with high net worth individuals to provide upscale home financing. Increased my network to Commercial Real Estate industry by joining NAIOP and serving on the Rocky Mountain Real Estate Challenge committee. Took complete applications, worked with my processor to provide high-quality, "white-glove" service to affluent customer base including: CEOs, other C-level managers, Public Figures, Politicians, and real estate professionals. -
Mortgage Loan OriginatorElevations Credit Union Jun 2011 - Feb 2013Westminster, Co$66 million in funded loan volume in 2012, top 5% of loan officers nationally. Solicited internal and external mortgage business from various sources including: Realtors, Developers, CPAs, Attorneys, Chambers of Commerce, Financial Advisors, and Financial Service Consultants. Took complete loan applications, worked with processors to get to closing, scheduled and attended closings, asked customers for referrals. -
Mortgage Loan OfficerChase May 2007 - Apr 2011Broomfield, CoTop 3% of Chase Loan Officers in 2010. Worked with branch staff including Personal Bankers, Tellers, Branch Managers, Business Bankers, and Financial Advisors to generate referrals for mortgage. Took applications for mortgage loans, collected complete packages, worked with processors to get to closing, scheduled and attended closings. -
Mortgage Loan ProcessorBank Of America 2003 - 2007Greater Denver AreaProcessor: Opened escrow, ordered title work, ordered appraisals, contacted customers to obtain complete loan packages, ran Desktop Underwriter (DU) and Loan Prospector (LP) automated underwriting systems (AUS), processed 35+ files per month.Funder/Post-Closer: checked loan files for completeness and accuracy, ordered wires, balanced closing statements, managed rescission dates, shipped closed and funded loan files.
Joel E. Beyer Skills
Joel E. Beyer Education Details
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Finance And Accounting -
Naiop - The Center For EducationReal Estate Finance -
Management, Communication Studies
Frequently Asked Questions about Joel E. Beyer
What company does Joel E. Beyer work for?
Joel E. Beyer works for Forward Financial Group
What is Joel E. Beyer's role at the current company?
Joel E. Beyer's current role is Director of Sales and Operations.
What is Joel E. Beyer's email address?
Joel E. Beyer's email address is jb****@****ess.com
What is Joel E. Beyer's direct phone number?
Joel E. Beyer's direct phone number is +130388*****
What schools did Joel E. Beyer attend?
Joel E. Beyer attended Regis University, Naiop - The Center For Education, Gustavus Adolphus College.
What are some of Joel E. Beyer's interests?
Joel E. Beyer has interest in Guitar, International Travel, Children, Backpacking, Bass, Human Rights, Education, Playing Music, Hiking, Rafting.
What skills is Joel E. Beyer known for?
Joel E. Beyer has skills like Mortgage Banking, Mortgage Lending, Residential Mortgages, Investment Properties, Refinance, Loan Origination, Loans, Real Estate Financing, Real Estate, Sales, Banking, Finance.
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