Robert Melter Email & Phone Number

Bellevue, Ne, Us

United States

Recently promoted. Looking forward to new opportunities and learning at Pacific Life.

Omaha, Nebraska, United States

Process new business fixed and variable annuity contracts. Work with Financial Professionals to ensure their contracts meet all Pacific Life requirements before sending transfer requests to surrendering companies. Follow up with surrendering companies and inform Financial Professionals of any Not In Good Order items so they can be fixed quickly and efficiently to provide an outstanding customer service experience. Apply initial funds and annuity contributions.

Greater Omaha Area

Reviewed mortgage loans for product, pricing, loan amount changes, adjusted fees when needed and sent out loan estimates and closing disclosures. Collected and refunded appraisal fees. Assisted the Closing Department with special assignments or other operations as needed. Also assisted management with keeping department procedures current. Completed fee audits on loans in post-closing and ensured fees were either refunded to borrowers or invoices to vendors were paid.

Greater Omaha Area

Worked with Wealth Clients and Loan Officers on obtaining all documentation required for underwriting. Communicated with title and insurance companies ensuring clear titles and insurance was sufficient for closing. Operated with little supervision and closed an average 23 loans per month.

Papillion, Ne

Communicated and worked with members to obtain personal documents related to a Member's finances and assets via email, fax or regular mail. Scanned in and imported the documents into Nautilus program (Electronic Document File) and updating UniFi system (Loan Program) with information obtained within the documents.Ordered appraisal, flood and title documentation, analyzed information and prepared the loan for underwriting. Contacted insurance companies, employers and homeowners associations to gather required documents for loan approval.Followed all loans through closing ensuring member satisfaction.

Papillion, Ne

Process mortgage applications into UniFi system, correcting and notifying the Mortgage Loan Advisor of any issues. Ingesting initial Good Faith Estimate, Compliance Review, Application and Cost Estimate into Nautilus system. Checking credit reports ensuring all Member debts are properly accounted for along with matching initial cost estimates with what the Member has been informed of. Maintaining Mortgage Email box to quickly answer any questions or concerns, forward emails to MLA's or Processors as required.

Papillion, Ne

Assisted Members with applying for loans to include Cars, Credit Cards, Personal or Debt Consolidation, Certificate Loans. Also, transferring money via Wire Transfer or Western Union, Opening different accounts such as Savings, Checking, Money Market Savings, Money Market Certificates along with paying statements

Greater Omaha Area

Maintained and expanded relationships with current and potential customers. Developed and achieved sales quotas as well as strategic account objectives. Developed and implemented a strategic customer service and development plan to ensure customers’ needs and expectations were met by the company. Improved existing policies and procedures and maximized income and quality control of appraisals to clients.• Coordinated the involvement of company personnel, including support, service, and management resources, in order to meet account performance objectives and customers’ expectations.• Meet assigned targets for profitable sales volume and strategic objectives.• Proactively lead a joint company-strategic account planning process that developed mutual performance objectives, financial targets, and critical milestones for one, three, and five-year periods.• Proactively assessed, clarified, and validated customer needs on an ongoing basis with the goal of maintaining the existing Realcorp client base.• Lead solution development efforts that best addressed customer needs, while coordinating the involvement of all necessary company personnel.

Everett, Washington

Senior office manager.•Senior Enlisted Leader for 20 staff in administrative functions of over 350 Navy Selected Reservists in 11 units.•Completed 43 career development boards, personnel evaluations, and counseling which resulted in NOSC Everett receiving the retention excellence award 3 years in a row, 26 promotions, and 30 Sailors receiving personal awards.•Forms control program manager for over 40 policies and procedures•Advisor to senior executives on process improvement •Project management and quality assurance•Facilitated and instructed senior leadership training for 60 Sailors and Drug and Alcohol prevention training for over 250•Data Entry using PeopleSoft Applications•Managed the successful implementation of the FLTRIDE program and ensured 286 accounts were finalized ahead of schedule with zero discrepancies•As Command Individual Augmentation Coordinator, successfully monitored and maintained 100% accountability of 40 Sailors and 124 family members monthly. Worked extended hours to assist and resolve their personal issues.

•20 years of honorable military service working in administration•Microsoft Office, travel coordination, order writing, handling pay and personnel issues•Experience working for Admirals and other Senior Executives•Held a TS/SCI eligibility clearance•Experience in career management and job placements matching military experience with appropriate force structure•Facilitating and Instructing Leadership Courses•Exceptional Team Player and Multi-tasker, under high stress fast paced environments

Bachelor Of Business Administration (Bba), Business Administration And Management, General, 3.912

Associate Of Arts (A.A.), Business Administration And Management, General

AA degree in Business Administration with emphasis in Criminal Justice. Also have a Department of Labor Journeyman certificate in Office.