Kyle Theiler

Experience

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  Northwestern Mutual

  Jan 2013 - Mar 2014

  Financial Representative

  As a Financial Representative with the Northwestern Mutual Financial Network, I work with clients to identify their financial security needs and then focus on solutions that can help make their goals a reality. I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists available through the Network.

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  Citizens Finance

  Oct 2014 - May 2015

  Loan Associate

  -Properly evaluate the clients request through review of their financial statements, ability to repay, and soundness of request to ensure they are presented with the right solution(s) to their specific needs, whether it is credit or cash flow driven. -Assists the client with billing inquiries, credit advances, and manage all client service requests or concerns. -Evaluate, underwrite, and originate different loan scenarios in order to better the customers financial situation as well as helping the company achieve its profitability goals.-Maintain a balanced cash drawer and process payments when needed.-Support all duties of the loan officer position by developing and maintaining client relationships while being knowledgable and precise with regards to the many facets of lending. Show less

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  Monona Bank

  Jul 2015 - Dec 2018

  Banking Advisor

  -Evaluates and interprets financial statements, tax returns, and loan applications with consideration of underwriting guidelines and loan programs. Advises clientele and answers inquiries with regards to loan interest rates, terms, and programs being offered by the bank.-Gained extensive knowledge of the various types of consumer loans that Monona Bank has to offer including but not limited to personal loans, auto loans, credit cards, and home equity lines of credit while understanding the requirements that are necessary for a consumer to successfully qualify for each type of loan.-Underwrites a full loan application by analyzing an applicant’s credit report, debt to income ratio, cash flow, loan to value of the collateral, and ability to repay. -Assess the loan portfolio monthly to detect any delinquencies and follow up with clients who fall behind on re-payment. -Open new deposit related accounts, credit cards and savings products and process changes to existing accounts. Requires understanding of sales, products, benefits, account ownership, forms, and procedures. Ensure that new accounts are properly processed, and cross-sell opportunities are identified and pursued.-Develop and retain customer relationships by delivering accurate and timely customer service according to the established guidelines, including cashing checks, accepting deposits and withdrawals, handling loan and credit card payments and dispensing monetary instruments. Looks for opportunities to convert service activities into sales opportunities. Show less

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  Baker Tilly US

  Jan 2019 - now

  Senior Asset Analyst

  Baker Tilly Capital LLC, a wholly-owned subsidiary of Baker Tilly US, LLP (Baker Tilly), is a boutique investment bank specializing in merger and acquisition, buy- and sell-side advisory, and corporate finance services. Our team is led by experienced, senior-level professionals who possess in-depth knowledge of the nuances of buying and selling businesses, financing alternatives and resources, negotiating effectively, and structuring transactions to best meet our clients’ goals. Based on our collective experience with hundreds of transactions in a variety of industries, we are able to proactively provide recommendations and advice throughout the process to help our clients make informed decisions. Baker Tilly is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Show less