Paul Marques Email and Phone Number
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• Led customer service call center to a reduction in the abandoned call rate by over seventy-five percent (75%)• Led customer service call center to a reduction in the customer hold time by eighty-five percent (85%)• Created spreadsheet that reduced time to quote an interest rate by five seconds (5 sec.), which was subsequently distributed to all mortgage originators in the entire division after being presented to management• Promoted to Point Certified Mortgage Specialist less than two (2) months after being hired• Mentored three (3) teams of ten (10) mortgage originators, helping them reach sales goals• Discovered approximately five hundred thousand dollars ($500,000) in discounts that were not received and invoiced suppliers• Advised clients on investments for portfolios totaling one million dollars ($1,000,000)• Currently taking classes online toward a MBA
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Senior Retirement Services AdministratorEverence Financial Nov 2024 - PresentGoshen, Indiana, United States
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Senior Trust AnalystFutureplan By Ascensus Sep 2023 - Aug 2024
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Trust AnalystFutureplan By Ascensus Jan 2012 - Aug 2024New role in Trust Accounting with the same company (with a new name).
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Mortgage AssistantWells Fargo Oct 2009 - Mar 2010Fort Wayne, Indiana AreaAssisted Mortgage Consultant with administrative duties and originating loansAnswered questions from clients regarding mortgage originationAttended and assisted with mortgage closingsOrganized mortgage files -
Financial ConsultantA.G. Edwards & Sons Apr 2006 - Jun 2007Fort Wayne, InManaged client accounts totaling one million dollars ($1,000,000)Analyzed client investments and portfolios to discover improvements that met client financial and investment objectivesDispensed investment analysis and sound advice to clientsInitiated and implemented investment recommendations in clients' portfoliosPlaced trades as directed by the clientsSold mutual funds, stocks, bonds, annuities, life insurance and other investment products
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Certified Mortgage SpecialistWaterfield Mortgage Company Apr 2003 - Mar 2006Fort Wayne, InOriginated over ten million dollars ($10,000,000) in new mortgage loansCreated spreadsheet that reduced time to quote an interest rate by five seconds (5 sec.) and that was distributed to all mortgage originators in the entire divisionSolved problems and counseled customers on mortgage productsOriginated mortgage loansAnswered questions from agents and their staff (clients) and customersAs Point Certified Mortgage Specialist, in addition to the above, assisted Lead Certified Mortgage Specialist with administrative dutiesAnswered questions for and assisted in mentoring team members
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AuditorScott'S Foods Sep 2001 - Jan 2003Fort Wayne, InInvoiced suppliers for approximately five hundred thousand dollars ($500,000) in discounts that were not receivedCreated spreadsheets to automate invoice auditingAudited supplier invoices to ensure appropriate discounts were receivedCreated and mailed invoices to suppliers for discounts not received
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Customer Service ManagerPagenet Dec 1999 - May 2001Indianapolis, InReduced abandoned call rate by over seventy-five percent (75%)Reduced customer hold time by eighty-five percent (85%)Managed and responsible for the daily activities of 12 employees, including a 10 person customer service staff, the office receptionist, and a file clerkTroubleshot and resolved problems for customers and assisted customer service staff in doing the sameDesigned and implemented a new training program and assisted in training new staffTracked customer service performance and created reports using ACD system data -
Planning AnalystWinkelman'S Stores May 1997 - Jan 1998Livonia, MiAnalyzed merchandise sales and stock trends for the entire companyCalculated merchandise needs for the distribution of hosieryMade quantity recommendations to hosiery buyers to prevent overstocking and stock-outsCreated and updated weekly hosiery analysis spreadsheetAssisted the Chain Planner with special projects* Company ceased operations in Jan. '98
Paul Marques Skills
Paul Marques Education Details
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Accounting Specialization -
Business Administration
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A.G. Edwards UniversitySecurities And Insurance -
Supervisory & Leadership Development Series
Frequently Asked Questions about Paul Marques
What company does Paul Marques work for?
Paul Marques works for Everence Financial
What is Paul Marques's role at the current company?
Paul Marques's current role is Senior Retirement Services Administrator at Everence Financial.
What is Paul Marques's email address?
Paul Marques's email address is pa****@****ail.com
What is Paul Marques's direct phone number?
Paul Marques's direct phone number is +126031*****
What schools did Paul Marques attend?
Paul Marques attended Indiana Wesleyan University, Indiana Wesleyan University, A.g. Edwards University, Indiana University-Purdue University At Fort Wayne.
What skills is Paul Marques known for?
Paul Marques has skills like Microsoft Office, Troubleshooting, Mortgage Lending, Loans, Financial Analysis, Credit, Insurance, Credit Analysis, Banking, Finance, Investments, Programming.
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