MICHAEL BEAUMONT
Lester Prairie,MN
Summary
Experienced financial securities analyst with 7 years in the financial services industry, specializing in financing across diverse sectors. Seeking a challenging underwriting position to apply strong analytical, interpersonal communication, and risk assessment skills. Demonstrated success in meeting performance goals and boosting team productivity throughout finance career.
Overview
7
7
years of professional experience
Work History
Securities Admin Systems Analyst II / Financial Analyst
COMPUTERSHARE (Formerly Wells Fargo’s Corporate Trust Services)
08.2022 - Current
- Provide daily and monthly reports on Collateralize Loan Obligation and Collateralize Debt Obligation deals, drafting the reports, the fee calculation for the services rendered per indenture
- Consistently retains existing clients who have expanded the relationship and added new deals
- Worked on several new deals, working them from the ground up to ensure timely service
- Partnered with teams to ensure reports are updated for the new deals match the clients needs
- Managed daily liquidity needs by monitoring cash positions and executing necessary transactions.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Communicated collaboratively with clients and auditors on accuracy and timeliness of financial reports.
Mortgage Loan Processor
WELLS FARGO BANK
01.2021 - 08.2022
- Independently managed pipeline of home loans from the start of the application to closing
- Navigated multiple computer systems to review financial information and mortgage documents
- Partnered with several internal and external teams to ensure consistency in meeting closing dates
- Consistently exceeded the independent Net Promoter score metric of 80% averaging over 90% for over a year and hitting 100% several times.
- Assisted underwriters in approving loans by verifying financial information and ensuring accurate documentation.
- Shadowed underwriters to gain experience of approval and denial recommendations by determining risk levels
Personal Banker – Business Banker and Wells at Work Advocate
WELLS FARGO BANK
06.2019 - 01.2021
- Partnered with business owners to educate employees on financial health
- Managed a diverse portfolio of clients, ensuring their financial needs were met and exceeded.
- Coached all team members in understanding of proper policy and procedures to minimize risk
- Consistently exceeded activity goal of 80% having relationship building conversations with clients
- Provided expert guidance on business financing options, helping clients secure necessary capital for growth.
Teller
WELLS FARGO BANK
07.2018 - 06.2019
- Exceeded the activity goal of 70% averaging over on engaging customers and leading the team
- Mentored coworkers to prevent risk, follow operating standards, and to build trust with clients
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Identified sales opportunities and referred customers to branch partners in financial services.
Education
B.A. - FINANCE
University of Northern Iowa
11.2020
Skills
- Microsoft Excel proficiency
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Excellent communication
- Relationship building
- Risk assessment
Timeline
Securities Admin Systems Analyst II / Financial Analyst
COMPUTERSHARE (Formerly Wells Fargo’s Corporate Trust Services)
08.2022 - Current
Mortgage Loan Processor
WELLS FARGO BANK
01.2021 - 08.2022
Personal Banker – Business Banker and Wells at Work Advocate
WELLS FARGO BANK
06.2019 - 01.2021
Teller
WELLS FARGO BANK
07.2018 - 06.2019
B.A. - FINANCE
University of Northern Iowa
Similar Profiles
Ruth Caroline MorganRuth Caroline Morgan
Legal Research Analyst III at Talent Bridge | Wells Fargo Bank | Computershare Corporate Trust CompanyLegal Research Analyst III at Talent Bridge | Wells Fargo Bank | Computershare Corporate Trust Company
KEEYANNA M. WESLEYKEEYANNA M. WESLEY
Securities Admin Analyst II / Cash Analyst II at ComputerShare Corporate Trust ServicesSecurities Admin Analyst II / Cash Analyst II at ComputerShare Corporate Trust Services
Victor GrinbergVictor Grinberg
Account Associate 3 at Computershare Corporate Trust DivisionAccount Associate 3 at Computershare Corporate Trust Division
Candice AndersonCandice Anderson
Sales Representative at Metropolitan SupplySales Representative at Metropolitan Supply
Alissa DeuelAlissa Deuel
Security Officer at Securitas Security Services USASecurity Officer at Securitas Security Services USA