Joel E. Beyer

Joel E. Beyer Email and Phone Number

Director of Sales and Operations @ Forward Financial Group
New Albany, OH, US
Joel E. Beyer's Location
Columbus, Ohio Metropolitan Area, United States
About Joel E. Beyer

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.

Joel E. Beyer's Current Company Details
Forward Financial Group

Forward Financial Group

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Director of Sales and Operations
New Albany, OH, US
Joel E. Beyer Work Experience Details
  • Forward Financial Group
    Director Of Sales And Operations
    Forward Financial Group
    New Albany, Oh, Us
  • Forward Financial Group
    Money Coach
    Forward Financial Group Nov 2023 - Present
    New Albany, Ohio, United States
    Whether 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.
  • Self-Employed
    Ecommerce
    Self-Employed Nov 2019 - Present
    Columbus, Ohio Metropolitan Area
    My 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.
  • Jpmorgan Chase & Co.
    Business Banking Relationship Manager Iii
    Jpmorgan Chase & Co. Mar 2017 - Apr 2021
    Greater Denver Area
    As 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.
  • Centennial Lending Llc
    Business Development Officer
    Centennial Lending Llc Jul 2016 - Mar 2017
    Centennial, Co
    Identified, 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.
  • Wells Fargo
    Private Mortgage Banker
    Wells Fargo Feb 2013 - Jun 2016
    Denver, Co
    Worked 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.
  • Elevations Credit Union
    Mortgage Loan Originator
    Elevations Credit Union Jun 2011 - Feb 2013
    Westminster, 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.
  • Chase
    Mortgage Loan Officer
    Chase May 2007 - Apr 2011
    Broomfield, Co
    Top 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.
  • Bank Of America
    Mortgage Loan Processor
    Bank Of America 2003 - 2007
    Greater Denver Area
    Processor: 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

Mortgage Banking Mortgage Lending Residential Mortgages Investment Properties Refinance Loan Origination Loans Real Estate Financing Real Estate Sales Banking Finance Multifamily Lending Commercial Lending Credit Credit Analysis Underwriting Investments Construction Loans Financial Services Alternative Investments Salesforce.com Microsoft Office Working With Investors 1031 Exchanges

Joel E. Beyer Education Details

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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