Mitchell Graville

Leverage advanced Excel and communication skills to manage and fund large dealership loans through Bridgecrest and Drivetime. Lead the team in the end-to-end process of transforming car loans into securities, ensuring accuracy and compliance with securitization requirements. Collaborate cross-functionally to identify and resolve exceptions preventing loans from securitization, improving process efficiency and reliability. Proven ability to analyze complex data, streamline workflows, and support strategic financial operations.

I have a deep understanding of the various insurance products offered including life insurance, long-term care insurance, Medicare supplement insurance, annuities, and mutual funds. I am passionate about educating clients on the importance of planning for retirement and making smart investment decisions. I have a personalized approach to every client, working closely with them to assess their financial needs and develop a customized plan that meets their unique goals.