Personable Self-motivated team player. Highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude while working in a fast-paced environment.
Adhered to all federal and state compliance guidelines relative to retail mortgage lending. Performed daily maintenance of the loan applicant database. Analyzed applicants' financial status,credit and property evaluation to determine feasibility of granting loan. Emphasized product features based on analysis of customers' needs.Cold-called prospective customers to build relationship. Maintained productive relationships with existing customers through exceptional follow-up after sales. Generated high volume of referrals through open house and lunch and learns. Attended trade shows and sales conferences. Collaborated with colleagues to exchange selling strategies and marketing information. Evaluated competitors and performed market research. Taught potential clients about products through seminars and other special events.Collaborated with members of other departments - processing,title, underwriter,management to complete sales transactions.Used networking opportunities to create successful,on-going business relationships.Planned and organized routes within territory to maximize efficiency and time in the field.Organized joint sale calls with current customers and outside vendors , insurance agents, title company, roofers, agents. etc..Maintained friendly and professional customer interactions.
Interface with privately owned Century 21 Franchise in the Stockton and Lodi area. Organized charitable and public events regarding neighborhood awareness. Identify, develop and maintain quality network business relationships.Participated in conferences and weekly meetings. Developed rapport with listing agents to expand sales growth
interviewed approximately 25 mortgage loan applicants daily. Performed daily maintenance of the loan applicant database. Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.Educated customers on the variety of loan products and available credit options.
Adhered to all federal and state compliance guidelines relative to retail mortgage lending.Interviewed an average of 70 mortgage loan applicants per month.Created financial analysis reports of commercial real estate, borrowers' financial statements, lease reviews and market research.Provided expert financial advice on mortgage and both educational and personal loans.Provided sales and service support to existing clients.Generated sales and profit reports.Trained and mentored new sales professionals.
Same as above
Created financial analysis reports of commercial real estate, borrowers' financial statements, lease reviews and market research.Effectively managed 11 loan officers 2 processors. Diligently reviewed the specialty loan products for compliance with all reporting requirements.Communicated regularly with upper management regarding branch performance and new loan transaction.Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision- refinance,buy investment property,upgrade or downgrade property etc.Implemented financial planning recommendations and referred to financial planner partner.
Networked in territory to generate leads.Provided sales and service support to existing clients.Studied new products in order to provide detailed knowledge.Solicited new leads through traditional marketing initiatives.Consistently met or exceeded sales quotas.Answered customers' questions regarding products, prices and availability.Emphasized product features based on analysis of customers' needs.Handled the highest volume account in assigned territory.Acted as customer liaison between sales management and personal accounts.Responded to all customer inquiries in a timely manner. Worked with members of other departments to complete sales transactions.Scheduled and attended at least 6-8 appointments per day.
Shared product knowledge with customers while making personal recommendations.Maintained friendly and professional customer interactions.
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