judah matheney
Team player with ability to create & maintain strong client relationships utilizing critical thinking & problem solving skills
- Profile Created:
- 4 years ago
Candidate Description
Over 4 years of experience in the mortgage and finance industries with capability to tackle projects & learn tasks with unrivaled tenacity. Dynamic, results-driven professional with experience in sales & customer service. Team player with ability to create & maintain strong client relationships utilizing critical thinking & problem solving skills. Successfully obtained Series 7, General Securities License, Life Insurance License & Variable Insurance License.
Education
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University of Central Arkansas 2013
Bachelor's Degree in Kinesiology & Minor in Health Education
I attained my Bachelor\'s Degree in Kinesiology with a Minor in Health Education. I also received my Teaching Certificate that allows me to teach all grades, Kindergarten through 12th Grade.
Experience
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New Road Energy 2021 - Present
Team Lead/Foreman
-Senior solar installer. -Team Lead of crew of 10 -Delegate daily roles and responsibilities according to crew members\' strengths/acumen -Organize materials and supplies to maximize productivity -Report daily productivity to management -Communicate daily productivity to management -Osha 30 certified
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Cenlar FSB 2014 - 2017
Client Management Specialist
-Project coordinator – organize specialized teams to implement focus groups; identify trends & offer solutions -Manage a team of ten; identifying individual strengths, maximizing team output & exceeding department expectations - Resolve escalations between borrower & loan provider - Identify, review & resolve various loan issues related to underwriting administrative process for clients - Inform & educate clients of loan specific practices/regulations – communicate policy changes with clients
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AXA Advisors 2014 - 2014
Financial Consultant
-Analyze clients\' investment portfolios and insurance policies in order to devise plans that will provide maximum growth potential while minimizing risk. -Develop personalized investment and insurance strategies to help clients build and protect their wealth. -Consistently review and maintain client account records and information and implement any necessary changes or enhancements. -Educate and advise clients on estate planning, retirement planning, education funding, and other life events that require financial guidance. -Develop meaningful and lasting relationships with clients that foster trust and confidence. -Serve as a consistent and reliable financial resource.