Stefan Hackethal Email & Phone Number

Lakewood, Colorado, United States

Determine clients’ current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a custom-tailored financial strategy. Make recommendations in areas such as cash management, insurance coverage, and investment planning. Review client financial goals and plan to determine if life changes affect financial strategy. Partner with advisors and tax professionals to fully understand clients’ financial goals and circumstances. Preparing financial related analysis and research to meet client goals. Research new products and services that will enhance or fulfill clients’ short- and long-term financial needs. Remain current on planning strategies, tax law changes, regulatory changes, investment products, market conditions, and planning software updates. Prepare insurance quotes, comparisons, and analysis. Comply with all FINRA, SEC, and Commonwealth compliance requirements

Denver Metropolitan Area

Lakewood, Colorado, United States

Surveyed and prepared a rate package to set the Company-Wide Mortgage Rates for the day. Managed and Maintained a pipeline of Secondary Market Loans. Worked closely with Loan Officers, Coordinators, Underwriters, and Upper Management in order maintain the highest level of service to our Customers. Delt with Government backed entities such as Fannie Mae, Freddie Mac, and MPF. Used hedging techniques in order to deliver this highest amount of profit for the Bank on each loan while also ensuring the sold loans would be received in a timely matter by the above Entities.

Mortgage Customer Service Representative: Over the phone customer service experience helping customers with mortgage payments, reversals, autopayments, changes, and other general questions. Processed portfolio mortgage modifications, re-amortizations, and mortgage loan payoffs. Worked closely with banking officers within branches to aid in closing, modifying, and boarding portfolio and secondary market loans. Knowledge of escrow accounts as well as taxes and insurance.

Lakewood, Colorado

Processed transactions, educated customers on product and service offerings, maintained visually appealing and effective displays for the entire store, and communicated information to customers about product quality, value, and style. Helped customers select the product that best fit their application and personal needs. Worked in the back of house to unbox new product, price, and place on the floor. Closed the store, which included cleaning trash, sweeping, fixing displays, and closing the stockroom.

Arvada

Processed transactions, educated customers on product and service offerings, maintained visually appealing and effective displays for the entire store, and communicated information to customers about product quality, value, and style. Helped customers select the product that best fir their application and personal needs. Closed the store, which included counting and balancing cash drawers.