Actively educates members on credit and suggests products that will always put them in a better financial situation.
May 10, 2023
Determine customer loan needs and recommend the right products to help meet their goals according to organization's lending guidelines.
December 03, 2022
Attend sales seminars and builder/realtor meetings to generate loan volume within market area.
December 12, 2022
Provide a high level of customer service to every customer during the loan process.
February 08, 2023
Manage active pipeline from origination to closing, work effectively with fulfillment departments to ensure loan requirements are satisfied and deadlines met.
February 13, 2023
Participate in business related development opportunities that promote homeownership and professional organizations.
March 05, 2023
Understanding of federal regulations governing Real Estate Lending.
March 17, 2023
Follow up with prospects regarding documents that were submitted for review, analyze credit reports, income documents, and conduct further research as required.
March 26, 2023
Develop and maintain successful relationships with business referral sources, both existing and prospective, through marketing, cold-calling, prospecting and networking activities.
April 09, 2023
Adhere to all federal and state compliance guidelines relative to the position.
May 19, 2023
