Wesley Brooks Email & Phone Number

Milwaukee, Wisconsin, United States

• Manage a pipeline of over a hundred customers on a pilot team for digital refinances • Prepare for client communication by reviewing application requirements and loan structure• Communicate with clients regarding loan status and outstanding tasks • Notate client and vendor communication and input data in CRM• Perform multiple support tasks including ordering and processing employment verifications, homeowner’s insurance, and payoff statements

Columbus, Ohio Area

• Meet with investors to evaluate small businesses • Vet pitch ideas and perform due diligence reports • Regularly meet with Venture Capital Advisory Team to discuss strategy • Present analysis of pitch ideas to investors

Danbury, Connecticut

• Develop business work-flow models • Create and present a company SWOT analysis • Develop new organization methods to store company data• Perform basic financial analysis using company financial statements • Data entry in Excel, Apps, and QuickBooks• Deliver products to worksites in New York City• Communicate with subcontractors on quote statuses • Contact customers with past-due invoices