Assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships.
December 30, 2022
Follow loans from application to closing to ensure complete documentation, answering of questions and timely declines or approvals.
January 28, 2023
Understand your client's organizational landscape, identifying key stakeholders and build strong relationships with client operating partners.
February 18, 2023
Develop a complete understanding of the customer needs, business structure & strategy, segment & industry awareness including understanding consumer preferences, marketing trends, sales channels, and how the customer differentiates and competes in their market space.
March 19, 2023
Provide complete financial packages to the underwriting team and collaborate for a timely response to clients and prospects in the loan production process.
March 28, 2023
Participate in the implementations process for new clients as assigned, not as the primary liaison, but to begin building rapport with the client and learn their specific needs.
April 17, 2023
Manage continued relationship development by designing and successfully executing business plans and go-to-market strategies intended to grow our merchant processing portfolio through partner relationships.
May 01, 2023
Prepares a relationship plan and calling schedule for each client or prospective client in conjunction with strategic business development program.
May 18, 2023
