Michael Welf

Client Services Associate at The Advocate Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Shakopee, Minnesota, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Services Associate
      • Apr 2022 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Feb 2019 - Jan 2022

    • United States
    • Banking
    • 200 - 300 Employee
    • Credit Underwriting Specialist
      • Jan 2018 - Jan 2019

    • United States
    • Banking
    • 1 - 100 Employee
    • Loan Closing Specialist II
      • Oct 2016 - Jan 2018

      Assists the loan officer in compiling the information necessary to request loan documents for loans, reviews documents for accuracy, ensures all conditions have been met prior to loan closings, and verifies that loan files are complete and organized after closing.

    • Loan Closing Specialist
      • May 2015 - Oct 2016

      Assists the loan officer in compiling the information necessary to request loan documents, reviews documents for accuracy, ensures all conditions have been met prior to loan closings, and verifies that loan files are complete and organized after closing.

    • United States
    • Individual and Family Services
    • 1 - 100 Employee
    • Program Counselor
      • Jul 2013 - Mar 2015

      Provided in home professional services for individuals with special needs. Worked with providers to prepare budgets for spending, assist in paying bills, plan weekend activities, and provide transportation to volunteer events in the community. Documented the implementation and success of client’s goals such as developing relationships within the community. Passed all required education to administer medications as needed. Provided in home professional services for individuals with special needs. Worked with providers to prepare budgets for spending, assist in paying bills, plan weekend activities, and provide transportation to volunteer events in the community. Documented the implementation and success of client’s goals such as developing relationships within the community. Passed all required education to administer medications as needed.

    • Recreational League Coordinator
      • Jun 2014 - Feb 2015

      Was recruited to become the League Coordinator by the former Director based on my knowledge of the program and success with parents, businesses and players. In my role I have increased awareness of the youth league by contacting organizations in the community to encourage participation. Managed and scheduled all practice times for the recreational and travel leagues. Held leadership and behavior expectation meetings for coaches. Communicated team formation and practice rules, organizing teams with respect to player location and specific requests, and addressing any individual concerns throughout the league. Fielded all complaints and provided onsite leadership when required. Show less

Education

  • University of Minnesota Duluth
    Bachelor of Business Administration (B.B.A.), Finance, General
    2010 - 2014

Community

You need to have a working account to view this content. Click here to join now