Joel Middleton Email & Phone Number

Texas, United States

Texas, United States

Nassau, Bahamas, Bs

Seattle, Wa, Us

Seattle, Wa, Us

Irving, Texas, Us

Akili, Inc., voted one of the best places to work in Texas for 6 of the past 7 years, is a leader in providing IT and Business Planning solutions to Enterprise and Mid-Market clients, both domestic and abroad.Working with our clients, I've improved and streamlined business planning processes using the Anaplan platform across multiple areas including; FP&A, Call Center Planning, Demand Planning, and Supply Chain & Inventory Management.

Southlake, Texas, Us

The Boardroom Salon for Men is a mid-sized start-up focused on providing with all their grooming needs in a relaxed atmosphere with a high-class touch. The start-up environment has allowed me to wear many "hats" and the opportunity to aid company growth in a directly meaningful way.One of my proudest accomplishments was using data modeling to identify key external/internal drivers of the business and create deep-level insights of the company's client-base to uncover new opportunities.I also developed a scalable automated system for our payroll process using a combination of Excel (with VBA) and SQL. This improvement alone saved the company 25-30 hours of work from per month and dramatically increased accuracy by eliminating the need for eliminating manual input.

Us

Nationstar is the third largest mortgage servicing company in the United States with a servicing portfolio of $453 billion across 2.7 million customers. I was brought on as a Customer Service agent with Nationstar to help spearhead the company’s re-branding campaign within the Servicing department and support the company’s rapid growth.When Nationstar on boarded more than $100 billion in newly acquired loans in the final two quarters of 2016 I personally maintained 100% “World-Class” level customer satisfaction with tact and rapport while supporting new customers throughout the transition.An aptitude for solving complex problems and disseminating high-level information to customers of all backgrounds led to me getting certified in Mortgage Insurance and Escrow within my first 3 months – the only customer service agent to do so.

Broomfield, Co, Us

Vail Resorts is the largest ski resort owner and operator in North America with iconic ski resorts spanning the continental United States and annual revenues in excess of $1 billion. I joined Vail Resorts as an Auditor to oversee the reporting of some the company’s flagship locations including Vail and Beaver Creek. As Vail entered its busiest season to date in 2015 I introduced key process improvements that reduced auditing inefficiencies, increased output by 15%, and helped to better manage the volume of daily audits. I enjoyed being exposed to multiple lines of business including spa services, retail, food and beverage, and resort that provided me the opportunity to understand how different business lines and products work together to create stronger revenue generating portfolios.When Vail’s country club businesses faced possible repercussions from the SEC regarding discrepancies between how membership dues are advertised and how they’re treated from an accounting perspective I volunteered to help resolve the SEC’s comments and brought a speedy resolution prior to the start of the 2015-2016 ski season.

Arvada, Co, Us

Sooper Credit Union is one of the premier credit unions in Colorado with a long history starting in 1957 and currently maintaining more than $300 million in assets. I was hired as a Member Services Representative to help be the “face” of the organization and assist our members with tact, discretion, and genuine concern for their financial well-being.At the start of my time with Sooper I partnered with the other Member Service reps to develop effective cross-selling techniques and value summaries of Sooper’s financial products. This led to my branch becoming the leading revenue generator in 2014 and 2015 as well as personally generating over $25,000 in revenues for the organization.An attention to detail and strong analytical skills provided the opportunity to assist with daily reconciliations of the branch’s vault and other financial paper products without errors.

Master Of Science (Ms), Corporate Finance

Bachelor Of Arts (B.A.), Jazz & Studio Music Performance