Jared Kuehn

Experience

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  Montana Community Development Corporation

  May 2004 - May 2005

  Technical Assistant Intern

  • Reviewed and analyzed corporate financials and projections, made recommendations to consultants working with business clients• Researched market trends to help consultants identify growth opportunities for business clients• Assisted in establishing loan packages and financings tactics for new and existing businesses

• 

  Citigroup Smith Barney

  Feb 2006 - Jun 2006

  Financial Consulting Intern

  • Educated clients on features and benefits of the Smith Barney online research and portfolio manager • Researched and prepared Orion and Morningstar analytic reports for use by the financial consultants• Researched and compared mutual funds, made recommendations to financial consultants on proper fund combinations for clients’ portfolios based on their needs

• 

  Consolidated Community Credit Union

  Oct 2006 - May 2013

  • Originated wholesale and portfolio residential mortgage loans for credit union members• Interviewed clients to identify their needs and guide them through the loan process • Developed partnerships with external credit unions to deliver mortgage services to their members• Strategized with real estate agents, escrow officers and financial industry professionals to build a steady pipeline of referral business• Created new business by presenting first-time home buyer and refinance seminars to future clients• Reviewed regularly changes to federal regulations and programs to stay current on topics and trends, ensuring a high level of service to clients Show less

  • Mortgage Loan Officer

    Feb 2009 - May 2013

  • Mortgage Loan Processor

    Apr 2008 - Feb 2009

  • Consumer Loan Officer

    Jun 2007 - Apr 2008

  • Consumer Loan Servicing Specialist

    Oct 2006 - Jun 2007
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  Community Bank, Inc.

  Sept 2013 - Feb 2015

  Real Estate Lender
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  First Security Bank of Missoula

  Mar 2015 - now

  Real Estate Loan Officer