Michael Welf
Client Services Associate at The Advocate Group- Claim this Profile
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Bio
Experience
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The Advocate Group
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United States
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Financial Services
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1 - 100 Employee
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Client Services Associate
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Apr 2022 - Present
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Berger Financial Group, Inc
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United States
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Financial Services
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1 - 100 Employee
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Paraplanner
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Feb 2019 - Jan 2022
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Choice Bank
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United States
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Banking
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200 - 300 Employee
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Credit Underwriting Specialist
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Jan 2018 - Jan 2019
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Venture Bank
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United States
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Banking
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1 - 100 Employee
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Loan Closing Specialist II
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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.
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Loan Closing Specialist
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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.
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Trillium Services, Inc.
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United States
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Individual and Family Services
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1 - 100 Employee
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Program Counselor
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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.
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Duluth Amateur Youth Basketball Association
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Duluth, Minnesota Area
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Recreational League Coordinator
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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
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Education
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University of Minnesota Duluth
Bachelor of Business Administration (B.B.A.), Finance, General