Alexander Liebert
Redgranite,WI
Summary
Highly organized and results-driven throughout several different career paths. Proven track record of successfully leading complex projects, developing efficient procedures and processes, and ensuring compliance with regulatory standards. Skilled at leveraging superior problem-solving skills & technical knowledge to provide innovative solutions that drive organizational growth and productivity. Highly disciplined and reliable with experience in managing security operations and enforcing regulations within correctional facilities. Skilled in crisis intervention, conflict resolution, and team leadership, contributing to safer environment for staff and inmates while in corrections. Demonstrated ability to adapt to changing situations and develop strategies that positively impact operational efficiency. Extremely motivated and passionate about pursuing a career and studying psychology and behavioral analysis.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Sales Advisor
Bergstrom Automotive
Oshkosh, WI
05.2024 - Current
- Compiled data related to sales figures, customer feedback and other relevant information for management review.
- Computed purchases and received and processed cash or credit payment.
- Placed special orders or called other stores to find desired items.
- Educated customers about sales processes, warranty requirements and service standards.
- Called and emailed leads to update on desired inventory, maintain interest and enhance sales.
- Attended required training sessions on topics such as sales techniques, customer service standards and product knowledge.
- Arranged test drives for potential buyers and answered questions regarding the vehicles' performance.
- Answered store and merchandise questions and led customers to wanted items.
- Developed an understanding of customer's interests by asking qualifying questions.
- Greeted customers, identified their needs and wants, and provided assistance to make a purchasing decision.
- Accompanied customers during test drives to explain valuable features and monitor safe return of vehicles.
- Maintained up-to-date database of sales contacts and customer information.
- Adhered to standards of quality and service and industry regulations.
- Scheduled automotive deliveries with vendors and customers.
- Facilitated effective working relationships between dealership staff members, vendors and customers.
- Provided detailed information about vehicle features, trim levels, options and warranties.
Financial Advisor
Northwestern Mutual
Stevens Point, WI
11.2023 - 05.2024
- Delivered personalized retirement planning advice, including pension analysis and 401(k) strategy optimization.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Facilitated estate planning and wealth transfer strategies to meet clients' legacy and philanthropic goals.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Commercial Loan Operations Specialist
Fortifi Bank
Berlin, WI
01.2022 - 11.2023
- As a Commercial Loan Operations Specialist, I take pride in meticulously handling various tasks
- I prepare accurate loan and collateral documentation, ensuring compliance
- Delivering standardized closing packages and managing loan funding are crucial aspects of my role
- I handle administrative duties such as filing UCC documents, managing mortgages, and maintaining the tickler system
- Promptly indexing loan documentation is a priority
- Releasing collateral and assisting clients with account inquiries are essential for exceptional service
- I evaluate loan documentation, reconcile reports, and perform daily maintenance and audits
- Collaborating with title companies and supporting Loan Quality Control is important for smooth operations
- Continuous improvement is key to keeping procedures up to date
- I manage my workload efficiently and stay informed about industry trends
- Compliance, professionalism, and confidentiality are integral to my work
- I value diversity and demonstrate initiative, strong analytical skills, and effective time management
- I actively participate in community activities and prioritize punctuality
- I am committed to delivering high-quality work; contributing to the bank’s success and core values of supporting each other, having a can-do attitude, seamless service, and building relationships
Correctional Sergeant
DCI
Waupun, WI
10.2019 - 01.2022
- As a Correctional Sergeant at Dodge Correctional Institution in Waupun, WI, from 2019-2022, my role encompassed a range of responsibilities within the correctional facility
- These duties included supervising and managing the daily operations of the facility, ensuring the safety and security of staff and inmates, and enforcing rules and regulations to maintain order and discipline
- Additionally, I conducted inspections, maintained records, and provided guidance and support to correctional officers
Loan Documentation Specialist
U.S. Bank
Oshkosh, WI
06.2019 - 10.2019
- As a Loan Documentation Specialist at U.S
- Bank in Oshkosh, WI, I developed valuable skills and qualifications from June 2019 to October 2019
- I was part of the exceptions team, handling unique cases requiring special attention
- I gained hands-on experience in loan processing, particularly for the Tesla Lease to Loan program, and had the opportunity to contribute to writing policies and procedures for this program
- One of the highlights of my role was providing daily customer service support over the phone to dealerships to receive document corrections for accuracy in loan processing
- Additionally, I was one of four people involved with Tesla customers through U.S
- Bank’s Tesla Lease to Loan program, in which I assisted clients with transitioning from an existing lease or opting out of their lease
- I thoroughly enjoyed assisting them with their inquiries and ensuring their satisfaction
- To effectively track and maintain the timeliness of claims, I utilized various databases and spreadsheets, which helped me stay organized and efficient
- Another responsibility I had was generating and sending out nightly reports and numbers
- I took pride in ensuring the accuracy of all the loans I processed, as attention to detail was crucial in my role
- My excellent communication and customer service skills allowed me to effectively interact with clients and provide them with their needed assistance
Finance Technician
USMC
Quantico, VA
03.2014 - 06.2019
- During my time in the United States Marine Corps from March 2014 to July 2019, I served as a Travel/Pay/Separations Analyst/Auditor at Quantico, VA
- My role was to ensure that Marines received proper notification and that all applicable regulations were followed during the separation’s debt process
- I was also responsible for auditing pay changes and travel claims for Finance Marines stationed at Quantico as part of the Finance Officer's Fraud Prevention and Deterrent Program
- One of my essential tasks was conducting internal quarterly audits using the Marine Corps Administrative Analysis Team (MCAAT) checklist
- I needed to implement and enforce government and military regulations and policies related to military finance protocols
- To ensure that Marines were well-trained, I reviewed and maintained the Military on the Job Training (MOJT) for various topics within the Finance Office
- I ensured the training was applied to their daily tasks and met mission requirements
- Meeting daily, weekly, and monthly deadlines for multiple tasks simultaneously while ensuring the individuality of each project was a challenging aspect of my role
- I relied on various systems such as Microsoft Excel, Word, PowerPoint, Outlook, IATS, Marine Corps Total Force System (MCTFS), Defense Travel System (DTS), and Document Tracking and Management System (DTMS) daily to carry out my duties effectively
- One of my significant responsibilities was auditing and processing financial separation paperwork for Marines in the National Capital Region
- In addition, I supervised and mentored a team of personnel, providing guidance and training on the separations process
- I also maintained an indebtedness tracker to track Marines who owed the government debts
- My duty was to reach out to these individuals through electronic and verbal correspondence, assisting them in navigating repayment options and addressing their debts
- An accomplishment I am particularly proud of is my involvement in creating, developing, and implementing the separations debt process, which was required to adhere to updated regulations for collecting payments to offset military debt upon separation
- To ensure Marines were well-prepared for civilian life, I conducted monthly Separations briefs as part of the Transitions Readiness Seminar (TRS)
- These briefings aimed to inform Marines about their financial options for military pay and travel during and after separation
- Managing a team of Marines while considering their personal schedules was a balancing act, but ensuring the mission was accomplished was crucial
- I also supervised the production control of the separations section workload, identifying discrepancies and providing training to address deficiencies, ultimately reducing reworks, and saving man-hours
- Throughout this position, I developed expertise using the Document Tracking and Management System (DTMS) to issue final payments to Marines
- This involved reviewing separation packages received via their administrative unit, ensuring that all necessary documents were accounted for and that all entitlements were appropriately processed according to regulations and laws
- My role as a Travel/Pay/Separations Analyst/Auditor allowed me to contribute to the Marines' well-being and financial stability during their transitions
- I took pride in ensuring proper procedures were followed, providing guidance, and helping Marines navigate their financial obligations to the government
Education
Bachelor Of Science - Finance and Economics
Grand Canyon University
Phoenix, AZ09-2024
High School Diploma -
Oshkosh North
Oshkosh, WI01.2014
Various training courses throughout military service, including leadership, finance, and operations, among many other courses.
SSGI Lean Six Sigma Yellow Belt Certification -
DoD Financial Management Certification Level 1 -
Principles of Banking Class - 2022
Bachelor of Science - Applied Behavior Analysis
Purdue University
West Lafayette, INSkills
- Problem-Solving
- Data Analysis
- Communication
- Customer Service
- Team Collaboration
- Leadership
- Strong Work Ethic
- Driven to Learn
- Banking System Knowledge
- Proficient in high-stress environments
- Persuasion techniques
- Self-reflection
- Ethical
- Professionalism
Certification
- SSGI Lean Six Sigma Yellow Belt Certification
- DoD Financial Management Certification Level 1
- Principles of Banking Class of 2022
Hobbies and Interests
- Travel
- Sports/Physical Activity
- Outdoors
- Meditation
- Family Time
- Volunteering
Personal Information
Title: Commercial Loan Operations Specialist
References
References available upon request.
Timeline
Sales Advisor
Bergstrom Automotive
05.2024 - Current
Financial Advisor
Northwestern Mutual
11.2023 - 05.2024
Commercial Loan Operations Specialist
Fortifi Bank
01.2022 - 11.2023
Correctional Sergeant
DCI
10.2019 - 01.2022
Loan Documentation Specialist
U.S. Bank
06.2019 - 10.2019
Finance Technician
USMC
03.2014 - 06.2019
- SSGI Lean Six Sigma Yellow Belt Certification
- DoD Financial Management Certification Level 1
- Principles of Banking Class of 2022
Bachelor Of Science - Finance and Economics
Grand Canyon University
High School Diploma -
Oshkosh North
Various training courses throughout military service, including leadership, finance, and operations, among many other courses.
SSGI Lean Six Sigma Yellow Belt Certification -
DoD Financial Management Certification Level 1 -
Principles of Banking Class - 2022
Bachelor of Science - Applied Behavior Analysis
Purdue University
Similar Profiles
Stephen BussStephen Buss
Parts Specialist at Bergstrom AutomotiveParts Specialist at Bergstrom Automotive
Thomas BioloThomas Biolo
Detailer at Bergstrom AutomotiveDetailer at Bergstrom Automotive
John FabianJohn Fabian
Estimatics/Production Manager at Bergstrom AutomotiveEstimatics/Production Manager at Bergstrom Automotive