Matthew Skinner Email & Phone Number

Houston, Texas, United States

Saved clients over $50 million in taxable value thorough 2024 by thoroughly analyzing and interpreting client-provided data, identifying key insights, and developing effective strategies for assessment reductions.Worked with a diverse range of industries, including oil & gas, cement & aggregate, and manufacturing companies, conducting detailed onsite property inspections and optimizing tax strategies based on industry-specific needs.Provided nationwide consulting services by staying updated on jurisdictional rules and filing requirements, ensuring clients across the U.S. benefited from maximized tax savings and expertly navigated regulatory changes.

Houston, Texas, United States

Reviewed and analyzed a wide variety of loan documents ranging from contracts, assignments, affidavits, commitments, deeds, and notes to ensure compliance with lending covenants and regulations.Verified financial documents including income statements, tax transcripts, credit reports, and appraisals to assess the viability of loan packages. Managed the loan process from onboarding to closing, completing $35 million in loans in 2022, and creating nearly $1 million in revenue for Catalyst Funding.Ensured timely completion of loan packages ahead of schedule, contributing to several record months of loan volume in 2022.Provided excellent customer service by keeping clients updated on their loan status regularly and identifying and alerting them to any issues such as heirship claims, liens, and delays with appraisals or surveys.

Houston, Texas, United States

Houston, Texas, United States

Working with business owners, executives, families, and the medical community to protect what they have earned and continue growing their wealth. Developing customized strategies based on my clients' goals for their future. (College planning, succession planning, retirement, and protecting their income with disability insurance options)Agent for Rethink Wealth, LlC. Rethink Wealth is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Bryan/College Station, Texas Area

Hire and manage multiple contract labor teams and ensure all work is completed on time Work with tenants to strengthen business relationships and ensure complete lessee satisfactionPrepare monthly financial reports, oversee expenses and cost tracking, accounts payable and receivable

Bryan/College Station, Texas Area

Organizing, moving, and processing a large inventory, including delicate or fragile items Working as a team member performing cashier duties, product assistance, and cleaningDesigned and suggested new display ideas to improve accessibility to merchandise and increase sales

The Lofts At Wolf Pen Creek, College Station

Taking prospective tenants on tours of propertyAdministrative tasks including managing spreadsheets, organizing files, and taking calls from residentsMarketing across Texas A&M campus to promote The Lofts

Bachelor Of Business Administration (Bba), Finance

Activities and Societies: Petroleum Ventures Program (PVP), Golden Key International Honor Society President and Treasurer, Phi Eta Sigma.

Bachelor Of Science - Bs, Entrepreneurship & Finance

Study abroad student for summer 2018. During my time abroad I learned about the evolution of German business culture from their industrial.

Education record

Activities and Societies: Lacrosse, Speech and Debate Team Captain, Mock Trial Team Founding Member and Captain, Class Officer.