Kaleb Beard, Mba Email & Phone Number

Charlotte, Nc, Us

San Francisco, California, Us

- Leading and developing a new Training Program for all new hires in Charlotte, Minneapolis, and India, creating checks, curriculums, resources, job aids, in-depth guides, and official procedures- Collaborating with multiple teams to streamline processes- Developing and assisting Team Members as LoanIQ and Closing SME - Managing remediation efforts to efficiently resolve complex closing issues, pricing errors, reducing risk and customer impact.

San Francisco, California, Us

→ Providing corporate clients and internal lines of business a smooth process for booking newand amended, bi-lateral and syndicated commercial loan credit deals into the Wells Fargo system of record (LoanIQ)→ Pinpointing and analyzing relevant data from complex legal documentation (credit agreements), interpreting it into accurately structured, serviceable products→ Organizing and leading pre-closing calls with Relationship and Portfolio Managers, Managing Directors, and external corporate clients (CFO, etc) in preparation of closing day→ Managing the movement of large cash wires (up to $600MM+) on a daily basis→ Periodically collaborating as a resource for the development of job aids and traininginitiatives→ Providing regular one-on-one assistance and training to new team members as needed

San Francisco, California, Us

San Francisco, California, Us

Charlotte, Nc, Us

Special Project: Facilitated the purchase of over 80 foreclosed residential properties in Mecklenburg, Cabarrus, and Union County. I developed and maintained the processes for handling all courthouse data collection, bidding documentation, and record keeping for three separate county's procedures, all the while collecting and compiling tangible research on each prospective property. Upon completion of the foreclosure buy project, I assisted the property management rental team to incorporate the new properties into the existing portfolio. Here I achieved proficiency and refined procedures in the realm of residential property management and administration including, but not limited to: website marketing management, face-to-face tenant relations, administration duties, evictions and in-person court procedures, owner/customer data presentation, efficient inquiry response (phone and email), rental application/lease processing, and full credit checks.

Lafayette, In, Us

-Partnered with the international Ratio Christi organization, fellow students, and Queens faculty to lead the formation of a Ratio Christi chapter at Queens-Facilitated guest speaker events, weekly meetings, and extracurricular activities-Delegated responsibilities to student members, appointing a Treasurer, VP, and others to manage various aspects of the chapter’s ongoing activities including event planning, designing marketing material, canvasing, budgeting, and recruiting

Milwaukee, Wi, Us

• Acquired 100 hours of Professional Sales Training • Acquired licenses in Life, Health, Disability and Long Term Care Insurance• Personally reviewed client financial portfolios one-on-one and assisted with presenting financial options and solutions• Assisted with the management of daily operations in a busy, transaction-oriented office

Master Of Business Administration - Mba

Master Of Art In Religion

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Bachelor Of Arts, Spanish