CASEY SCHULTZ

Managing the finance and insurance department, overseeing all financial and insurance transactions.

- Developed and maintained relationships with lending institutions to secure financing options for customers.

- Provided financial counseling and guidance to customers, ensuring compliance with regulations.

- Prepared and reviewed all finance and insurance documents, ensuring accuracy and adherence to policies.

- Collaborated with sales team to maximize revenue and profitability while meeting customer needs.

Conducted financial analysis and risk assessment for current account holders and new.

- Monitored and analyzed portfolio performance, identifying opportunities for growth and improvement.

- Maintained product knowledge of products for clients.

- Conducted account opening, closing, and transfers for all clients.

- Collaborated with cross-functional teams to support product development for all individual and commercial accounts.