Mikayla Becker Email & Phone Number

Maumee, OH

Our mission is to provide an environment where our advisors and employees can make a difference in the lives of the clients we serve by providing only the highest quality advice, services, and solutions.We do this by understanding each client’s perspective—by listening carefully to individual needs and concerns—and helping to identify specific financial.

Perrysburg, Ohio

-Asses customer needs and apply problem solving to their situation-Greet customers as they enter the store and create positive customer relations-Share my knowledge of the products with inquiring customers and assist them in finding what they are looking for

Maumee, OH

-Supervise up to six team members at once and provide instruction on how to efficiently finish the tasks at hand-Reconcile money at the end of the night and maintain records related to sales using Microsoft Office-Interview job applicants for prospective jobs and give input on each candidate

Detroit, Michigan

-Constructed and analyzed daily call audits for a region of over 150 mortgage loan originators and created banking metric reports-Improved pipeline efficiency by working closely with bankers and directors to ensure loan obligations were met-Completed and passed a federally regulated training program and exam through the Nationwide Multistate Licensing.

Toledo, Ohio Area

-Develop, call, and sell customized packages based on knowledge of individual clients-Responsible for 45% of all up-sells since the new program was implemented-Merchandise and sell products from the boutique by recommending certain items that may appeal to customers-Establish and maintain customer relations