Craig Glueck
Waterville,ME
Summary
Resourceful Finance Manager adept at supporting high growth technology and service organizations. Skilled in aligning people, processes and technology to achieve continuous improvement in operational processes. Well-versed in providing analytics with insight and influencing decisions that support growth and development.
Overview
22
22
years of professional experience
Work History
Paraplanner, FPQP
Mendall Financial Group, LLC
Augusta, ME
01.2001 - 07.2020
- Completed research into complex financial topics.
- Performed audits of records and financial accounts.
- Managed approx. 460 monthly, quarterly and yearly client billing cycles.
- Upheld all company, state and federal regulatory guidelines.
- Hired and released employees.
- Monitored staff of three, organized and suggested improvements to daily functionality.
- Reported production malfunctions to managers and production supervisors.
- Applied coaching techniques and tools to support managers and team members in improving performance.
- Evaluated interactions between associates and customers to assess personnel performance.
- Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
- Examined financial statements and records to collect important details and verify calculations.
- Attended training courses to further knowledge and maximize understanding of current trends and strategies in financial planning.
- Networked with local community and businesses to promote financial services.
- Stayed up to date on latest performance indicators for stock market and mutual funds.
- Put together detailed financial and investment plans for customers.
- Modeled financial data for staff and customer use.
- Prepared for daily and weekly meetings by gathering materials, reports and presentations.
- Monitored transactions and customer behavior to identify signs of fraud.
- Upheld confidentiality, professionalism, honesty, ethics, integrity and patients.
Variable Rate Mortgage Underwriter
Gardiner Savings Institution, FSB
Gardiner, ME
05.1998 - 06.2000
- Determined credit risks by reviewing files in advance and comparing data against internal checklists and guidelines.
- Worked with processing team members to communicate errors and obtain missing information for current applications.
- Made careful determinations based on skilled analyses of submitted documentation covering credit histories, employment records and current financial status.
- Verified integrity of applicants' information to minimize fraud.
- Checked personal and team calculations to validate information and underwriting decisions.
- Maintained mortgage program compliance with federal agencies such as VA, HUD and FNMA.
- Monitored pipelines to track and log status of loans.
- Proactively identified solutions for customers experiencing credit issues.
- Compiled closing packages for drafting and presentation accuracy.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Education
Bachelor of Science - Business Administration
University of Maine At Farmington
Farmington, ME05.1996
Bachelor of Arts - Liberal Arts/Writing
University of Maine At Farmington
Farmington, ME05.1991
High School Diploma -
Lawrence High School
Fairfield, ME06.1986
Skills
- Investment strategies
- Fund performance
- Money transfers
- Portfolio management
- Research and investigations
- Financial planning
- Compliance requirements
- Stock market expertise
- Tax support
- Customer relations
- Customer engagement
- Math skills
- Attention to detail
- Cultural awareness
- Interpersonal communication
- Team building
Timeline
Paraplanner, FPQP
Mendall Financial Group, LLC
01.2001 - 07.2020
Variable Rate Mortgage Underwriter
Gardiner Savings Institution, FSB
05.1998 - 06.2000
Bachelor of Science - Business Administration
University of Maine At Farmington
Bachelor of Arts - Liberal Arts/Writing
University of Maine At Farmington
High School Diploma -
Lawrence High School
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