BETHANY SCHANINGER
Summary
Highly analytical, self-motivated, organized, and efficient Client Management Consultant with over eight years of experience in wealth management serving multiple advisors. Extremely proficient in executing strong analytical skills, while prioritizing tasks in a fast-paced environment, and simultaneously providing exemplary customer service.
Overview
14
14
years of professional experience
Work History
Client Management Consultant
CAPTRUST
04.2023 - Current
- Delivers outstanding service to existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests) with the highest level of service and prompt follow-up with the client
- Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements
- Collaborates with Financial Advisors and internal business partners to determine best methods to analyze and resolve problematic areas and ensure client satisfaction in a courteous and professional manner
- Organizes and maintains client records in accordance with company, industry, and regulatory compliance
Senior Relationship Banker
Alliance Association Bank
08.2022 - 03.2023
- Serve as liaison between Property Management Companies and Bank, providing superior customer service.
- Provide services including account setup, online banking support, ACH file assistance and error resolution, opening and accounts, NSF, and overdraft alerts.
- Research and resolve adjustment items.
Mortgage Underwriter I
LoanDepot
07.2020 - 06.2022
- Achieved Quarterly Pinnacle Award by ensuring efficiency and accuracy in tasks.
- Promoted from Direct Loan Processor III to Mortgage Underwriter I in 2021 by consistently meeting and exceeding performance expectations.
- Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
- Evaluated debt to income ratio, loan-to-value ratios, credit scores, property valuations, and various other factors when making underwriting decisions.
- Determined and documented loan conditions, and communicated requirements and decisions.
- Maintained mortgage program compliance with federal agencies.
Client Services Manager
Edelman Financial Engines
08.2017 - 11.2019
- Nominated and served as key member of national Client Service Advisory Board by delivering outstanding contributions.
- Responsible for two Senior Vice Presidents of Financial Planning across multiple offices including calendar maintenance, task completion, prospective client relations.
- Cultivated and maintained relationships with current and prospective clients.
- Maintained compliance and confidentiality requirements and procedures for the office.
- Managed all activities related to office management including supplies procurement, bill payment, and vendor relationships.
- Submitted and processed all legal documents and account paperwork across multiple custodians- Schwab, Fidelity, TD Ameritrade - including opening acts, moving money, establishing beneficiaries, etc.
Patient Advocate
Cancer Treatment Centers of America
01.2016 - 07.2017
- Served as liaison between patient, hospital, physicians, and ancillary staff to coordinate patient care.
- Referred clients to social services agencies such as home health and hospice.
Claims, Eligibility and Benefits Specialist III
Angel MedFlight
05.2015 - 12.2015
- Managed, updated, adjudicated, and executed claims processing.
- Developed streamlined methods of standard operating procedures.
Lead Certified Pharmacy Technician
Fry's Pharmacy/Humana
09.2009 - 04.2015
- Interpreted and transcribed prescriptions accurately, dispensed drugs, released to patients.
- Retained knowledge of drug names and generics, proper dosages, sig codes, drug classes, HIPAA, State, and Federal regulations.
Education
Bachelor of Science - Family and Human Development
Arizona State University
Tempe, AZ2011
Skills
- Wealth Management
- Financial Analysis
- Complex Issue Resolution
- Risk Assessment & Mitigation
- Customer Satisfaction & Retention
- Team Leadership
- Regulatory Compliance
- Relationship Building
Additional Experience
- Home Loan Processor IV, Wells Fargo Home Mortgage – Remote
- Conducted file review of home loan applications, including inputting and updating accurate information provided by borrowers, business partners, and team members.
- Executed timely and clear communication with borrowers, team members, and title agents.
- Requested, obtained, and reviewed required documentation to
prepare loan for underwriting review.
- Claims, Eligibility & Benefits Specialist III, Angel MedFlight - Scottsdale, AZ
- Performed various functions, such as management, updating, and execution of claims.
- Developed and implemented standard operating procedures to
ensure smooth operations.
Timeline
Client Management Consultant
CAPTRUST
04.2023 - Current
Senior Relationship Banker
Alliance Association Bank
08.2022 - 03.2023
Mortgage Underwriter I
LoanDepot
07.2020 - 06.2022
Client Services Manager
Edelman Financial Engines
08.2017 - 11.2019
Patient Advocate
Cancer Treatment Centers of America
01.2016 - 07.2017
Claims, Eligibility and Benefits Specialist III
Angel MedFlight
05.2015 - 12.2015
Lead Certified Pharmacy Technician
Fry's Pharmacy/Humana
09.2009 - 04.2015
Bachelor of Science - Family and Human Development
Arizona State University
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