Ryan Behling Email & Phone Number

Lincoln, Ne, Us

Remote

Remote

As a Zillow Home Loans Connections Specialist, expertly forged vital client connections for home financing, seamlessly linking customers to loan officers to explore a variety of loan options, pre-approvals, monthly calculations, rates, terms, cash-outs, and fee structures. Delivers a customer-centric approach by delivering exceptional premium service experiences, consistently demonstrating flexibility and commitment to establishing relationships.- Exceeded year-over-year connections goals, growing from 3,269 in 2021 to 4,588 in 2023 while maintaining a quality score above 98% each month.- Consistently managed over 200 daily SMS/call tasks, with connection rates surpassing 70%.- Spearheaded ‘Leveling up to Leadership’, engaged in ‘LEEP’ and ‘Grow’ programs, participated in ‘Zillow Blue Crew’, and led multiple ‘Z-pal’ mentees.- Directed the initial pilot of ‘ZHL Agent Transfer’ and developed the ‘Mortgage Newsletter’ content bulletin.- Coordinated ‘Huddle Lead & Recap’, ‘Team Vision Statement’, and conducted monthly ‘Role Captain Meetings’.- Led Program Management Support for Zillow Home Loans dedicating over half of my time to improving lead processes, troubleshooting, enhancing reporting accuracy, and audit functions.- Mastered analytical challenges and devised strategic solutions for increased efficiency in lead assignments and staffing, while prioritizing exceptional results.

Omaha, Nebraska, United States

Served as a Back Office Tax Services Analyst, overseeing the internal processing of tax forms, managing audits, and analyzing tax implications of investment trades. Provided guidance to brokers and clients on intricate tax matters, including IRS implications, tax legislation, 1099 issuance, cost basis calculations, 990T filings, forms W9 and W8BEN, wash sales, differentiation between short-term and long-term holding periods, and investment transfer procedures.- Transitioned to the Middle Office Corporate Actions Team due to demand, seamlessly adapting to new workflow and responsibilities.- Handled a very high volume of inquiries including mergers, corporate actions, acquisitions, delistings, symbol/CUSIP changes, and stock splits, ensuring the highest level of service.- Successfully resolved 15,352 tax cases in 2019 with a 98% quality rate and 18,878 cases in 2020 with a 99% quality rate while demonstrating the highest level of proficiency and reliability in tax analysis.- Spearheaded an interactive tax planning software to improve the analysis process internally and for clients externally. Played a pivotal role in taking the project from start to finish that empowered representatives to visually communicate critical tax information to clients regarding 1099’s, 990T’s, and K-1’s that simplified the filing process.- Played a pivotal role in department meetings, brainstorming sessions, and team huddles capitalizing on tax expertise.

Lincoln, Nebraska, United States

Oversaw daily operations, managing essential functions within a financial planning practice. Duties encompassed processing tax documentation, establishing new IRA’s and 401(k)’s, coordinating investment contributions, executing trades, managing client investor relationships, orchestrating the setup of insurance policies, maintaining client investment profiles, and setting financial goals.- Dedicated extensive time to engaging with clients, setting future financial goals, income standards, financial profiles, long-term objectives, ensuring a personalized approach to holistic financial planning.- Exhibited exceptional efficiency in juggling diverse duties and responsibilities simultaneously, maintaining meticulous accuracy in all tasks.- Enhanced facilitation expertise by preparing comprehensive documentation, financial statements, and planning materials for clients.

Lincoln, Nebraska, United States

Served as a Senior New Accounts Analyst in the Broker-Dealer department, tasked with the modernization, scrutiny, and analysis of client investment accounts. Collaborated with premier agents and other analysts across various investment accounts and practices, handling a diverse portfolio of products. Oversaw analysis of new account establishment from my team, being the senior approval analyst in the process of approving an investment for trading and contribution.- Spearheaded the analysis and approval process for IRA’s, Annuities, 401(k)’s, 403(b)’s, variable life insurance policies, fixed-income policies, and brokerage accounts.- Guided numerous project teams, directing weekly huddles, key metric meetings, and ideation sessions, enhancing team coordination and communication across multiple processes.- Led initiatives focused on process optimization within the department, which refined an extensive skill set in leadership, project management, team development, strategic planning, efficient facilitation, and adherence to tight deadlines.

Lincoln, Nebraska, United States

As a skilled Life Insurance Specialist, I effectively managed a diverse range of inquiries from policyholders and financial professionals, providing expert analysis on fixed and variable life insurance products.- Managed multiple responsibilities with ease encompassing back-end operations, processing loan withdrawals, policy renewals, claims submissions, coverage verification, reinstatements, payments, transfers, 1035 exchanges, policy projections, and other client or agent requests. - I liaised with colleagues and senior management across departments to ensure seamless day-to-day operations and address urgent matters promptly.- I honed essential skills in multitasking, attention to detail, client-centricity, and leadership, notably by spearheading projects within my team.- Initiatives encompassed conducting weekly metric reviews, organizing daily huddles, and orchestrating weekly brainstorming sessions to enhance workflow efficiency.- Consistently exceeding performance targets, I maintained a top-ranking position in both my team and department, delivering exceptional results in key areas such as average handle time, speed of answer, quality assurance, call volume, and processing requests.

Lincoln, Nebraska, United States

Facilitated seamless assistance with the loan discharge process, including completion of paperwork, assisting applicants, analyzing loan amounts, and ensuring facilitation throughout the forgiveness process.- Managed escalated calls, emails, and chat functions with professionalism and efficiency to ensure client satisfaction.- Led training sessions and educational seminars for new-hires, offering guidance on processes, calculations, and best practices.- Spearheaded a cross-functional team project to collaborate with software developers in enhancing client experience and streamlining application processes.- Pioneered interdepartmental brainstorming sessions, team huddles, and training endeavors to further enhance my facilitation skills regarding the knowledge of my team that included repayment options, loan calculations, and interest accrual.- Implemented visual enhancements in the discharge application process, resulting in reduced errors and improved efficiency.- Contributed to department projects aimed at optimizing customer service operations and enhancing borrower experience.

Lincoln, Nebraska, United States

Specialized in assisting customers and account managers confirming insurance payments and updating group insurance accounts while working with various types of medical, dental, and vision plans for company insurance plans.- Utilized financial expertise in calculations, paperwork, premiums paid, number of employees covered, and payments made MoM.- Demonstrated strong facilitation skills and collaborated with colleagues across departments regarding coverage, risk, actuarial type, and financial analysis.- Developed skills in client empathy, multitasking from project to project, time management, attention to detail, and meeting tight deadlines.

Bachelor Of Business Administration (B.B.A.), Finance

Associate Of Arts (A.A.), Business Administration

Certification, Data Analytics

Earned certification from Google Professional in Data Analytics

Certification, Project Management

Earned certification from Google Professional for Project Management.