Adam Coe Email & Phone Number

Birmingham, Alabama Area

• Develops and deepens relationships with clients and other members of the community.• Helps clients determine their needs and recommend the right loan products to help meet their goals.• Provides a high level of customer service throughout the mortgage loan application process. • Reviews mortgage files and ensure client documentation meets all lending policies and guidelines and is accurate and complete.• Manages, compiles, reviews and organizes mortgage documentation on a timely basis in a high volume and service-oriented environment.• Negotiates terms, structure loan financing based on risk considerations and present credits for approval to appropriate levels of authority with the bank in accordance with bank procedures including the completion and maintenance of financial tracking records in a timely fashion. • Maintains a high level of confidentiality.• Stays up-to-date on all laws pertaining to real estate, mortgage lending policies, procedures and regulations. At Regions Bank, we make life better. Make life better for associates. Make life better for our customers. Make life better for our communities. This is our roadmap to success. Our roadmap to create strong, consistent shareholder value. Regions' five core values guide everything we do: • Do What Is Right • Put People First • Reach Higher • Focus On Your Customer • Enjoy LifeFor more information visit https://www.regions.com/MLO/AdamCoe

Birmingham, Alabama

• Listens to the financial goals and objectives of each client and answers any questions they have.• Discusses each client’s milestones and goals and obtains an understanding of their unique financial situation.• Reviews personal finances, assesses cash flow and net worth and discusses risk management and any estate planning and retirement needs.• Supports the development of comprehensive and tailored strategies that can help clients build their wealth and manage unforeseen circumstances.• Helps to simplify complex terms and empowers each client to make the right decisions for their family and their business.• Meets with clients on a regular basis to ensure their financial plan stays on course or modifies the plan when needed.

Birmingham, Alabama

Greater Atlanta Area