An accomplished, results-driven team player with over 20 years of experience in financial services.
Extensive broad expertise in banking, finance, investments, insurance, and relationship management.
Demonstrated proficiency in new business development across all business lines.
Solid communication, interpersonal, time management, organizational, and leadership skills.
•Building solid relationships with referral partners, the Wells Fargo Advisors (team members) by developing and presenting a value proposition, creating and presenting lead identification strategies. Receiving customer referrals/leads from the Financial Advisors and converting those referrals/leads into mortgage loan applications. Remaining accountable to referral partner, customer and others during all aspects of the mortgage financing process.
Main responsibilities include:
•Relationship management: Instrumental in initiating, developing and managing relationships with Wells Fargo Advisors in an effort to partner with Financial Advisors for referral/lead generation.
•Markets and sells WFHM mortgage products to new or existing WF customers using established inbound, outbound and cold calling techniques, in partnership with Financial Advisors.
•Ensures loan salability by prospecting customers who meet loan qualifications standards and/or by correctly interpreting underwriting guidelines and policies. Central point of contact:
•Acts as the primary source of contact for both the mortgage customer and the Financial Advisor throughout the loan process, including rate quotes and locks, loan originations, and pipeline management.
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