Ruben Bedon, MBA
Transfer Specialist at Directed IRA | Directed Trust Company- Claim this Profile
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Spanish Native or bilingual proficiency
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English Full professional proficiency
Topline Score
Bio
Credentials
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Mortgage Loan Originator
NMLSJan, 2022- Sep, 2024
Experience
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Directed IRA | Directed Trust Company
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United States
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Financial Services
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1 - 100 Employee
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Transfer Specialist
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Jan 2023 - Present
Invest in rentals, fix and flips, notes/loans, private real estate funds, and real estate syndication/LLCs with a Self-Directed IRA. Invest in rentals, fix and flips, notes/loans, private real estate funds, and real estate syndication/LLCs with a Self-Directed IRA.
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Kitchen Tune-Up Franchise System
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United States
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Consumer Services
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100 - 200 Employee
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Operations Manager
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Aug 2022 - Dec 2022
Simplifying and improving our customers' homes. Simplifying and improving our customers' homes.
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radius financial group inc.
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United States
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Financial Services
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100 - 200 Employee
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Bilingual Loan Officer
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Jan 2022 - May 2022
- Actively sourced leads of customers needing to finance the purchase of residential real estate Issued pre-qualifications and pre-approvals to interested consumers. - Collected all necessary documentation to ensure that the loan was funded, recorded, purchased by an investor. - Actively sourced leads of customers needing to finance the purchase of residential real estate Issued pre-qualifications and pre-approvals to interested consumers. - Collected all necessary documentation to ensure that the loan was funded, recorded, purchased by an investor.
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Comercial Bedón
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Ecuador
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Retail
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1 - 100 Employee
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Operations Manager
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Jun 2011 - Dec 2020
We ensure the highest level of customer satisfaction by educating, assisting customers, and offering high-quality products at affordable prices.
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Accounting Intern
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Jun 2015 - Jul 2015
• Assisted the head accountant with daily budgeting sheets • Reconciled new inventory on a weekly basis• Initiated, verified, and received all wholesale orders
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FirstBank
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United States
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Banking
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700 & Above Employee
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Banking Officer
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Sep 2018 - Apr 2019
• Originated, processed, and closed approximately 18 loans per week in a timely manner• Kept an accurate record of all customer activity in SalesForce CRM• Analyzed and underwrote financial statements for consumer and commercial loans• Participated in community events to raise referral source and awareness of the bank’s products• Developed relationships with realtors and builders to produce leads for the market• Lend over $4m and develop 2 new business relationships of $800K in deposits for the bank within 4 months Show less
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Management Trainee
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Mar 2018 - Sep 2018
• Completed a rigorous banking program that involved all areas from lending, financial analysis, customer service, to operation and management of the branch• Assisted branch managers, new accounts representatives, and tellers with their daily operations• Responsible of counting and handling large amounts of cash up to $10,000 • Remained courteous and calm, even during moments of customer dissatisfaction
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Taylor University
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United States
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Higher Education
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700 & Above Employee
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Set Up Crew
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Feb 2015 - Dec 2017
• Set up chairs, tables, and furniture for events around campus • Manage a flexible workload, frequently reporting to work with short notice from employer • Adapt to various roles as assigned, proactively finding new tasks during the event • Set up chairs, tables, and furniture for events around campus • Manage a flexible workload, frequently reporting to work with short notice from employer • Adapt to various roles as assigned, proactively finding new tasks during the event
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Chick-fil-A-Franchise
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United States
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Restaurants
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700 & Above Employee
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Intern
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May 2017 - Aug 2017
• Worked at a fast-paced location that required attention to detail and precision while helping customers and executing daily tasks • Ensured great customer service standards were met during every interaction while working as a cashier, server, or re-stocker • Thrived in a goal-oriented environment and received several customer compliments for the service provided • Worked at a fast-paced location that required attention to detail and precision while helping customers and executing daily tasks • Ensured great customer service standards were met during every interaction while working as a cashier, server, or re-stocker • Thrived in a goal-oriented environment and received several customer compliments for the service provided
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Business Evolutions, Inc
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United States
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Sales Intern
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Jun 2016 - Aug 2016
• Met with over 40 customers on a daily basis and educated them on our products and services • Captured the business of an average of 3 new customers every week • Developed sales skills and resiliency in a door-to-door sales environment • Actively participated in team training sessions on leadership, communication, and sales techniques • Met with over 40 customers on a daily basis and educated them on our products and services • Captured the business of an average of 3 new customers every week • Developed sales skills and resiliency in a door-to-door sales environment • Actively participated in team training sessions on leadership, communication, and sales techniques
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Education
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2021 - 2022
Palm Beach Atlantic University
Master of Business Administration - MBA, Finance, General -
2013 - 2017
Taylor University
Bachelor's degree, Accounting and Finance
Community
