Financial Officer
Current- Maintain client relationships through frequent interactions and periodic sales calls. Deliver “value added” informational services to the client
- Maintain prospect files, establish ongoing prospecting plans and activities, and meet sales goals for both loans and related services
- Originate loans by accepting applications, gathering income information and verifying financials for new and existing clients. Determine the appropriate loan program and term to meet the client’s needs. Work with the.
- Develop and maintain a significant “professional presence” throughout the local community