•Organized and structured hundreds of sales analytic pipeline reports and identified process improvement ideas for the purchase and refinance business areas.•Completed the required pre-license education and passed the mortgage license exam (SAFE) required by the Nationwide Mortgage Licensing System and Registry (NMLS) to obtain loan origination license.•Engaged in professional development workshops highlighting multiple business areas including purchase, refinance, and legal.•Collaborated with sales development interns on identifying process improvement ideas for the business. •Managed creative projects geared towards connecting and building community amongst new and tenure bankers across the region in a hybrid setting.