Tanja Sobing

Experience

• 

  KOBLENZER VOLKSBANK EG

  Aug 1991 - Dec 1994

  Loan Officer

  Koblenz, RP, Germany• Primary focus in Corporate Banking• Obtain and compile copies of loan applicants’ credit histories, corporate financialstatements, and other financial information• Review of loan agreements to ensure that they are complete and accurate according topolicy• Handle customer complaints and take appropriate action to resolve them• Set credit policies, credit lines, procedures and standards in conjunction with seniormanagers

• 

  Volksbank Mülheim-Kärlich EG

  Jan 1995 - Aug 2002

  Loan Officer

  Mülheim Kärlich, RP, Germany• Primary focus in Construction Financing• Provide proper assistance to loan clients in person and by telephone• Analyze applicants’ financial status, credit, and property evaluations to determinefeasibility of granting loans.• Approve loans within specified limits, and refer loan applications outside those limits tomanagement for approval• Negotiate payment arrangements with customers who have delinquent loans

• 

  SWISS LIFE

  Sept 2002 - May 2009

  Sales Assistant

  Supporting broker and customer in different kinds of life and pension insurances• Introduction of new insurance products to broker and clients in person and by telephone• Planning and organization of broker meetings• Ensure that policy requirements are fulfilled, including any necessary medical examinationand completion of appropriate forms

• 

  Charles Schwab

  Feb 2017 - Oct 2019

  • Senior Specialist Account Solutions

    Jun 2019 - Oct 2019

  • Specialist Account Solutions

    Apr 2019 - May 2019

  • Senior Associate Account Solutions

    Feb 2017 - Apr 2019
• 

  Charles Schwab

  Mar 2024 - now

  Manager

  Account Solutions