Lance Mengel

VP Morgage Loan Officer @Beacon Community Bank

Charleston, SC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2024 — Present

VP Morgage Loan Officer @Beacon Community Bank

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Charleston, SC, US

EDUCATION

2010 — 2014

Birmingham-Southern College

Bachelor of Business Administration (B.B.A.)

SKILLS

TrainingEntrepreneurshipCustomer ServiceStart-UpsLeadershipMicrosoft ExcelCold CallingCrystal ReportsSalesSalesforce.comSocial MediaGoogle AnalyticsCrmPowerpoint

ABOUT LANCE MENGEL

Firerock Building Materials, Birmingham, AL 2/14-5/14 Sales Intern Performed inside sales functions - Contacted prospects - Updated database Compiled directory for sending newsletters to multiple regions Provided qualified leads to outside sales staff - Used Crystal Report and Sales Force Utilized effective interpersonal, persuasive, and organizational skillsAXA Financial Advisors, Birmingham, AL / 2/14-5/14 Finance/Investment Intern Assisted financial advisor to fully understand how to interact and handle client relationships Analyzed investment portfolios - Observed financial advisors interacting with prospects and clients Researched financial planning options - Attended training sessions and professional meetings Organized data using Web Agis financial planning software Utilized interpersonal, analytical, and planning skillsDaily Grind Coffee Shop, Birmingham, AL / 2014 Director of Sales (Senior Business Project) Engaged in entrepreneurial business project - Launched start-up business Made presentation to potential investors - Acquired initial investment Interacted with public - Provided effective customer service - Addressed customer needs Implemented personal selling to increase sales - Turned profit of $275 in two weeks Utilized effective managerial, organizational, administrative, and planning skillsState Farm Insurance, Birmingham, AL / 2011 Customer Service Representative Managed accounts for over 100clients - Processed insurance claims - Addressed customer needs Acted as liaison for clients - Ensured timely and effective customer service - Used database software Utilized effective interpersonal and problem-solving skills

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