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Samantha Beer is listed as Compliance Director at Bernard Financial Group at Bernard Financial Group, a with 19 employees, based in Detroit Metropolitan Area, United States. AeroLeads shows a work email signal at ardencompanies.com and a matched LinkedIn profile for Samantha Beer.
Samantha Beer previously worked as Compliance Director at Bernard Financial Group and Portfolio Manager at Bernard Financial Group. Samantha Beer holds Bachelor Of Business Administration (Bba), Finance, 3.8 from Walsh College.
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AeroLeads found 1 current-domain work email signal for Samantha Beer. Compare company email patterns before reaching out.
Dynamic, self-motivated professional with strong analytical and communication skills and a positive attitude. Team-oriented and reliable with the ability to learn new concepts quickly. Ability to manage multiple priorities effectively and enjoy new challenges; highly dedicated with a strong work ethic.
Listed skills include Portfolio Management, Microsoft Office, Teamwork, Analytical Skills, and 9 others.
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A career timeline built from the work history available for this profile.
• Oversee bank reconciliations• Record all incoming wires/ACH for loan payments• Track cash managed accounts• Prepare lien releases• Track and process UCC's• Process insurance invoices• Review insurance claims and submit to lenders• Manage corporate insurance• Oversee insurance compliance and expirations• Prepare quarterly reports• Provide compliance documents from annual audit
• Process escrow draw requests.• Conduct over 100 site inspections annually, including office, multifamily, and industrial properties.• Complete financial analysis of multiple properties and submit to lender quarterly.• Perform commercial lease reviews.• Manage ad hoc requests.• Promoted from Asset Manager to Portfolio Manager.
• Continuously analyzed company performance data and provided written explanation on findings. • Maintained compliance with industry leading retailer fill rate and on-time performance scorecards.• Successfully disputed performance fines resulting in continuous recovery averaging $1 million annually.• Managed manufacturer license renewals to comply with legislation.
• Processed credit reports on existing and potential residents; perform application evaluations, which include analyzing credit reports, verifying rental history and calculating monthly income. • Managed 1000+ lease applications and made decisions for six separate complexes consisting of 3,300 units.• Collaborated with other apartment complexes by providing rental verifications and other required information.
• Assisted in the examination and ongoing supervision of state-chartered banking organizations.• Assessed the balance sheet, income statement and supporting schedules of financial institutions.• Analyzed and completed scope of key components of financial institutions including earnings, capital, liquidity.
• Pulled credit reports on existing and potential borrowers; perform credit write-ups, which include spreading financial statements and analyzing financial history of borrowers.• Calculated monthly line of credit usage and determine if the line of credit has been paid down.• Generated and format a watch report on loans with a risk rating of 5 or above.• Completed a non-accrual sheet, listing all loans that are no longer accruing interest. • Prepared minutes for the Bank Loan Committee and Board Loan Committee meetings.
Other employees you can reach at bernardfinancial.com. View company contacts for 19 employees →
Thomas Bernard
Colleague at Bernard Financial GroupSuwanee, Georgia, United States
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David Ruff
Colleague at Bernard Financial GroupSt Clair, Michigan, United States
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Justin Baylis
Colleague at Bernard Financial GroupRoyal Oak, Michigan, United States
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Adam Ferguson
Colleague at Bernard Financial GroupGrosse Pointe, Michigan, United States
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Alex Bolton
Colleague at Bernard Financial GroupBloomfield Hills, Michigan, United States
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Kathy Garant
Colleague at Bernard Financial GroupDetroit Metropolitan Area, United States
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Ashlea Bynum
Colleague at Bernard Financial GroupTroy, Michigan, United States
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Josh Covert
Colleague at Bernard Financial GroupNorthville, Michigan, United States
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Nicholas Smith
Colleague at Bernard Financial GroupRochester, Michigan, United States
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Daniel Duggan
Colleague at Bernard Financial GroupDetroit, Michigan, United States
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Activities and Societies: Delta Mu Delta
Quick answers generated from the profile data available on this page.
Samantha Beer works for Bernard Financial Group.
Samantha Beer is listed as Compliance Director at Bernard Financial Group at Bernard Financial Group.
AeroLeads has found 1 work email signal at @ardencompanies.com for Samantha Beer at Bernard Financial Group.
Samantha Beer is based in Detroit Metropolitan Area, United States while working with Bernard Financial Group.
Samantha Beer has worked for Bernard Financial Group, Arden Companies, Edward Rose & Sons, State Of Michigan, and Seaway Community Bank.
Samantha Beer's colleagues at Bernard Financial Group include Thomas Bernard, David Ruff, Justin Baylis, Adam Ferguson, and Alex Bolton.
You can use AeroLeads to view verified contact signals for Samantha Beer at Bernard Financial Group, including work email, phone, and LinkedIn data when available.
Samantha Beer holds Bachelor Of Business Administration (Bba), Finance, 3.8 from Walsh College.
Samantha Beer is listed with skills including Portfolio Management, Microsoft Office, Teamwork, Analytical Skills, Powerpoint, Banking, Financial Risk, and Credit.
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