Tyler Schoefer Email & Phone Number

Boise, Idaho, United States

Meridian, Idaho, United States

- Participates in initial borrower meetings. Interviews the client for further clarification to ensure they are in the best product.- Review documentation such as bank statements, income documentation, tax returns, and title commitments.- Research guidelines to ensure documentation is acceptable per the investor. - Present complex scenarios to management for further clarification when needed.- Update borrowers, escrow, and agents throughout the process to ensure a smooth closing.

Meridian, Idaho, United States

- Order appraisals, title commitments, insurance binders, flood certs, and employment verifications.- Analyze assets, credit, and property information for accuracy. Present the loan to underwriting for approval per agency guidelines.- Review industry guidelines and self-educate when unfamiliar situations arise.

Boise, Idaho, United States

- Accurately prepare loan documents for commercial line of credits, Visas, auto, real estate, and SBA loans. - Order third party documents such as insurance binders, flood certs, title commitments, environmental reviews, and UCC filings. - Ensure collateral is recorded with state and county offices and real estate deed of trusts are in required lien position. - Prepare documentation for change in terms, rate reductions, and line of credit extensions. - Work with loan officers, underwriters, and escrow officers to ensure borrowers are able to close in a timely manner. - Review invoices and purchase agreements and release funds for purchasing and/or reimbursement to the borrower.

Pocatello, Idaho Area

- Order appraisals, title commitments, insurance binders, flood certs, and employment verifications.- Analyze title commitments and communicate with title and escrow officers to ensure ICCU is the first lien holder.- Review insurance binders to ensure coverage is enough while the home is under construction.- Balance fees with title to ensure proper funds are brought to closing and wired out when funding the loan.- Communicate with underwriters, loan officers, and management when the loan falls outside of approval parameters.- Generate closing documents and review for accuracy and signatures.

Boise, Idaho Area

-Acquire new clients through opening accounts and cross-selling bank products and services.-Perform needs analyses to ensure clients are paired with the correct products and services.-Accurately upload client information and process transactions.-Manage an expanding pipeline of clients and strengthen relationships by following up after initial account openings and handle all inquiries.-Effectively communicate with clients and different internal departments through email, phone, and interpersonal communication.

Boise, Idaho Area

-Managed a team of 2-6 baristas in a fast paced environment.-Collaborated with upper management to solve problems when necessary.-Trained new hires on giving exceptional customer service, becoming proficient with recipes, and working with a sense of urgency. -Secured future business by building and strengthening relationships with customers.

Redding, California Area

Boise, Idaho Area

-Developed a social media strategy that included content focusing on the health foods industry. -Researched small to medium sized grocery stores to build sales pipeline.-Prepared shipping orders for clients by gathering necessary products and marketing materials.-Created brand awareness in the health and wellness industry by reaching out to athletes and bloggers.-Conducted market research based off consumer opinions and competitor's products and used data to find competitive advantages and realize where improves were needed.

General Business (Bba)

Activities and Societies: Pi Kappa Phi

Business Administration And Management, General

Diploma

Activities and Societies: Link Crew, Varsity Basketball Captain, Football, Concert Choir, Honor Roll