Marc Moeser
Glendale,WI
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance. Relationship and member focused ready to impact lives in the most positive way.
Overview
8
8
years of professional experience
1
1
Certification
Work History
SENIOR UNIVERSAL BANKER
SUMMIT CREDIT UNION
12.2023 - Current
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of credit union policies, products, and services.
- Exceeded goals in HELOC and vehicle loans on consistent basis.
- Educated members on online banking and mobile banking applications.
- Received mortgage, loan or credit card payments, verifying payment dates and amounts due.
- Maintained friendly and professional member interactions.
- Referred members to other credit union departments for specialized services.
Owner/Manager
Brew City Property Management, LLC
12.2018 - Current
- Controls costs and optimizes spending via remodeling to increase rents and take home equity line of credit that led to another purchase of property
- Develops and maintains relationships with tenants and maintenance workers
- Keeps detailed records of tax paperwork, write-offs, leases, bills, etc
- Maintains property rentals by advertising and filling vacancies, negotiating and enforcing leases
- Establishes rental rate by surveying local rental rates and calculating overhead costs, depreciation, taxes and profit goals
Bartender
Cafe Corazon
07.2022 - Current
- Keeps alcoholic beverages well stocked and organized to meet expected demands
- Performs opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers and taking inventory
- Handles customer, team and business needs while avoiding unnecessary delays or errors
Operations Manager
JES Lighting
04.2023 - 12.2023
- Knowledge of lighting maps, lighting concepts, and lighting best practices
- Oversees operations, Placing parts orders, and creating sales orders
- Keeps detailed accounting and tax records with Quickbooks
Financial Representative
Northwestern Mutual
05.2017 - 04.2018
- Met with customers to assess needs, financial status and eligibility
- Reviewed community and industry markets to increase number of clients
- Worked closely with clients to determine goals and recommend appropriate services to maintain long term relationships with account holders
Education
Grace Hill Training -
03.2022
Bachelor degree - Finance
University of Wisconsin-Milwaukee
Milwaukee, WI12.2018
Skills
- Loan processing
- Relationship management
- Goal oriented
- Educating members
- Financial goal discovery
- Financial software
- Operational efficiency
Personal Information
Title: SENIOR UNIVERSAL BANKER
Certification
- NMLS license
- Real estate License (not current)
Timeline
SENIOR UNIVERSAL BANKER
SUMMIT CREDIT UNION
12.2023 - Current
Operations Manager
JES Lighting
04.2023 - 12.2023
Bartender
Cafe Corazon
07.2022 - Current
Owner/Manager
Brew City Property Management, LLC
12.2018 - Current
Financial Representative
Northwestern Mutual
05.2017 - 04.2018
Bachelor degree - Finance
University of Wisconsin-Milwaukee
Grace Hill Training -
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