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Start Date Mortgage Loan

Location:
San Antonio, TX
Posted:
April 27, 2024

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Resume:

Michelle Maria Beyerlein

ad5bqh@r.postjobfree.com

Education:

H.S. Diploma {Graduation Alliance}

Oklahoma Panhandle State University

2nd year of bachelor's degree in Business and Finances

Experience:

Victory Capital

Investment and bond processing

Start date: 10/27/21

End Date: 11/05/21

Provide analysis on stocks based on our screens

Make stock recommendations to portfolio managers.

Participate in all equity team meetings and provide input on their coverage.

Provide quarterly comments for marketing purposes based on our performance attribution.

Analyze companies' competitive positioning and assess the sustainability of their competitive advantages.

Monitor company financial performance against the team's expectations and summarizing company financial reports.

Monitor industry and market trends for changes and investment opportunities.

Prepare detailed internal investment reports and external reports for public presentation.

Meet and interview managers, executives, and suppliers.

●Capital Global

Stocks and Bonds Investment Processing

Start Date: 11/09/20

End Date: 12/09/20

handle the processing of proofing for financial institutions and other businesses.

The investment process decision is finance terminology related to a decision made by the investors concerning the amount of funds to be invested in the various investment vehicles. An investment process is a set of guidelines required to create the portfolio and sequence of actions involved, from defining the risk parameters to asset allocations. It gives a structure to the investor who helps him implement the strategy customized as per his goals, objectives, risk …

●Solomon Edwards/Pen Fed Credit Union

Mortgage Loan processing

Start Date: 03/2o

End Date: 05/20

responsibilities include: 1 Performing a general evaluation of an application (financial documents, mortgage type etc.) 2 Helping client choose the most appropriate mortgage 3 Gathering all important data from client (assets, debts etc.) appraisal approvals, operating the loan origination pipeline as well as build rapport with clients to ensure a safe secure trusting atmosphere to allow their finances as well as real-estate investment is being handled with the most upmost sincerity. Quality customer relations and team support to provide the client is being made priority throughout mortgage loan processing or re finance experience with Solomon Edwards and Pen Fed Credit Union.

●CVS Mail Order Pharmacy Customer Care Relations

Mail Order Pharmacy

Start Date: 11/20

End Date: 03/21

responsible for screening orders, research and review of prescription overrides, accurately and efficiently reading, interpreting and entering prescriptions into the computer system in a timely fashion, and/ or thinking through and solving escalated prescription issues. Through your skills and knowledge, you will offer solutions needed to help simplify the customer health care experience. Areas of focus for Pharmacy Technicians may include outbound calls, inbound calls, entering patient and prescription information into our system, and faxing physicians for prescription clarification, substitutions, and formulary changes. To help support development and maximize workflow, you will be asked to perform other pharmacy functions as required. Work at home after training period.

●QVC

Financial Account Representative

Start Date: 02/18

End Date: 07/18

responsible for screening orders, research and review of prescription overrides, accurately and efficiently reading, interpreting and entering prescriptions into the computer system in a timely fashion, and/ or thinking through and solving escalated prescription issues. Through your skills and knowledge, you will offer solutions needed to help simplify the customer health care experience. Areas of focus for Pharmacy Technicians may include outbound calls, inbound calls, entering patient and prescription information into our system, and faxing physicians for prescription clarification, substitutions, and formulary changes. To help support development and maximize workflow, you will be asked to perform other pharmacy functions as required. Work at home after training period.

●Victorias Secret

Customer Service Specialist

Start Date: 02/13

End Date: 11/17

Greet customers promptly and ascertain their needs as quickly as possible.

Suggest products to consumers based on their needs

Keep up to date on current specials and offers, as well as purchase and exchange rules

Quickly respond to consumer inquiries and comments

Interact with customers in a genuine and polite manner

Complete all housekeeping, restocking, and organizing activities in the allotted sales area

Help clients before doing another regular duty

Develop relations with clients

Keep customers informed about future sales activities and promotions

●N.I.S.D.

Child Nutrition

Start Date: 09/14

End Date: 12/15

Prepare and serve appropriate quantities of food to meet menu requirements. Maintain high standards of quality in food production, sanitation, and safety practices.

Ability to understand food preparation and safety instructions Working knowledge of kitchen equipment and food production procedures, Ability to operate large and small kitchen equipment and tools Ability to perform basic arithmetic operations.

Prepare quality food according to a planned menu of tested, uniform recipes. 2. Serve food according to meal schedules, departmental policies, and procedures. 3. Practice and promote portion control and proper use of leftovers. 4. Supervise storage and handling of food items and supplies. Maintain a clean and organized storage area. 5. Remove used dishes and assist in the cleaning of steam tables, other tables, and furnishings in the dining area.

Nightly money deposits

Food count

Inventory as well as order weekly truck

Operate all breakfast and or lunch accounts in accordance with N.I.S.D

●HCA Hospital Corporations of America

Environmental Services

Start Date: 09/12

End Date: 12/15

Perform a variety of heavy services and project cleaning tasks to maintain the building in a sanitary condition

Operate various types of cleaning equipment and utilize various cleaning products

Linen care

Bathroom sanitizing

Cleaning & Maintenance

Perform a variety of general cleaning tasks to maintain patient rooms, offices, hallways and other assigned areas of the hospital

Move, remove, and relocate furniture, furnishings, equipment, as directed

Move large items in and out of storage

May assume linen responsibilities as required

May be required to work in other facilities as assigned

Wear appropriate hazmat suited material to disinfect and clean oncology patients' rooms

Occasional nursing aid responsibilities and duties

Qualifications And Communication:

●Excellent problem-solving skills

●5+years in quality customer service

●Organized and Detailed oriented

●Proficient in all office equipment

●Scanners, copy machines, printers, fax and binders' data entry and computer skills

●Microsoft office excel PowerPoint

● Encompass Software Mortgage Loan Originator Pipeline

References Available upon Request



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