Maxwell Pfeiffer Email & Phone Number

Chicago, Illinois, United States

Works with relationship managers and financial control teams to manage client access to Hedge Fund Passport and other client applications.Assists in monthly self-testing of user access controls. Presents monthly and weekly findings to Hedge Fund Financial Control Team. Maintains record of appropriate approvals for client access and presents evidence for external auditors to ensure compliance.Created and maintained excel files that made data analysis more efficient.Trained… Show more Works with relationship managers and financial control teams to manage client access to Hedge Fund Passport and other client applications.Assists in monthly self-testing of user access controls. Presents monthly and weekly findings to Hedge Fund Financial Control Team. Maintains record of appropriate approvals for client access and presents evidence for external auditors to ensure compliance.Created and maintained excel files that made data analysis more efficient.Trained several employees over the course of 3-4 months on how to use applications, while updating procedure documents. Show less

Chicago, Illinois, United States

Job: Quarterbacking communication between clients, borrowers, government entities and other third parties while providing quality service. Also tasked with reviewing financial documents and finding their shortcomings in order to get to close.Company: Windsor Advantage provides banks, credit unions and CDFIs with a comprehensive outsourced SBA 7(a) and USDA lending platform. Since 2010, Windsor has processed more than $4.5 billion in government guaranteed loans and currently services a… Show more Job: Quarterbacking communication between clients, borrowers, government entities and other third parties while providing quality service. Also tasked with reviewing financial documents and finding their shortcomings in order to get to close.Company: Windsor Advantage provides banks, credit unions and CDFIs with a comprehensive outsourced SBA 7(a) and USDA lending platform. Since 2010, Windsor has processed more than $4.5 billion in government guaranteed loans and currently services a portfolio in excess of $1.75 billion (as of December 31, 2020) for over 90 lenders nationwide. With more than 150 years of cumulative SBA lending experience, cutting edge technology, rigid controls and consistent processes, Windsor is uniquely qualified to assist any size lender with implementing a thoughtful and profitable government guaranteed lending initiative. Show less

Chicago, Illinois, United States

Built a pipeline of potential clientsUsed excel and communicated with overseas agents to quote shipping routes Go over benefits of working with OEC and close prospective clientsBuilt a book of business and maintained relationships with closed accounts

Greater Detroit Area

Generated over 15 million dollars in sales through over – the – phone efforts Manage the largest asset and investment most Americans will have during their lifetime, their homes, via the entrustment of clientele’s personal and financial information Recently renewed licensing to sell mortgages both federally and in over 20 statesAssist and facilitate new teammates’ the transition to the veteran banking floor by aiding in pitching and pricing loans, compliance, and clarifying… Show more Generated over 15 million dollars in sales through over – the – phone efforts Manage the largest asset and investment most Americans will have during their lifetime, their homes, via the entrustment of clientele’s personal and financial information Recently renewed licensing to sell mortgages both federally and in over 20 statesAssist and facilitate new teammates’ the transition to the veteran banking floor by aiding in pitching and pricing loans, compliance, and clarifying regulationsPromoted to veteran banking floor after only 3 months of developmentAwarded to have dinner with Head Coach Dwayne Casey of the Detroit Pistons and the Quicken Loans Senior Leadership Team based upon monthly effort and sales achievement Strengthened sales skills continuously through attendance of optional sales and speech seminars Show less

Washington D.C. Metro Area

Analyzed Congressional records, ultimately contributing to the composition of the 2018 Federal Budget through past precedence and summarization of numerous legal reportsDeveloped significant negotiation and compromising skills through daily bi – partisan work Produced daily reports for Senators following differing Congressional hearings within the Nation’s CapitalCollaborated with team members in the presentation of bills to the Senate floor

Toledo, Ohio Area

Organized and aided in creation of differing budgets and the book of business through navigation of numerous excel models and databasesStrengthened public speaking and presentation skills through the attendance of optional sales seminarsConducted and presented individual research on differing stocks, through several pitches to senior leadership teamDeveloped greater sense of strategy analysis through attendance of clientele meetings

Brighton, Michigan

Composed an excel model displaying continuously updated lists of clienteleAdvanced knowledge of client relations through daily interaction with senior leaders and top clientele

Master Of Business Administration - Mba, Accounting And Finance

Bachelor Of Arts - Ba, Finance

Activities and Societies: Delta Sigma Phi