
John Rock
Credit Analyst & Finance L.I.D.

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About me
Financial Advisor at Beyer & Rock Investments, LLC
Education

Western Illinois University
2005 - 2009Bachelor’s Degree Finance, GeneralActivities and Societies: Finance Club, Investment Club, RHO Epsilon Bachelors Of Business degree from WIU Macomb, IL
Experience

Omni Hotels & Resorts
Jun 2009 - Oct 2010Credit Analyst & Finance L.I.D.Reviewed corporate credit histories and made recommendations based on risk analysis.Researched vendor companies and other corporations/companies to qualify them for credit and form risk assessments based on findings.Conducted requested research and analysis to provide management with financial credit data.Presented report findings to management team and clients.Completed Leadership in Development program over the course of a year, primed to take on the Assistant Director Of Finance role.Graduated from weeklong management seminar, which superiors nominated me to attend in representation of our hotel.Assisted on a weeklong internal audit trip in Washington D.C.Completed weeklong task force assignment in Houston, TX.Won “Omni Service Champion” award for outstanding employee customer service.Performed accounts receivable and collections duties.Prepared, audited, and collected client bills.Executed inventories of hotel’s assets using Oracle. Show less

J.D. Byrider
Oct 2010 - Oct 2011Portfolio ManagerReviewed potential customers’ credit reports and performed risk analysis.Researched potential customers’ current and past credit lenders and payment history.Interviewed potential customers and made recommendation of credit extension.Performed collections duties.Constructed budgets for customers.Maintained knowledge and compliance of services, operations, and collections regulations and laws.Communicated with insurance groups.Responsible for closing and underwriting loans.Built and maintained client relationships, ensuring continued communication and client confidentiality and safety. Show less

Sentry
Oct 2011 - May 2016Dealer Operations Account ManagerDealer Operations Account Manager (August 2014 - May 2016)Commercial Insurance Sales Specializing in Dealer Markets & Implementation companiesSpecial Investigations Unit (Davenport, IA April 2013- August 2014)Combat insurance fraud, ensuring all state & federal laws and guidelines are followed.Investigate potential insurance fraud--communicate with lawyers and other insurance companies to resolve any issues.Claims Representative II (Davenport, IA & Irvine, CA October 2011- April 2013)Investigate customer claims.Determine negligence and level of responsibility.Approve or deny claims on an individual basis.Maintain knowledge of individual state insurance laws and insurance policies.Communicate with other insurance agencies to make arrangements and ensure agreements are honored. Show less

Beyer & Rock Investments, LLC
May 2016 - nowFinancial AdvisorInvestments Advisor, Retirement Advisor, College Savings, and 401k Provider & Manager.
Licenses & Certifications
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Series 66
Financial Industry Regulatory Authority (FINRA).webp)
Series 7
Financial Industry Regulatory Authority (FINRA)
Volunteer Experience
Volunteer
Issued by Quad Cities Chamber of Commerce on Sept 2016
Associated with John Rock
Languages
- enEnglish
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