Conventional, FHA, VA Financing. Foreign Nationals as well as investors programs. 1099 only, Bank Statement, DSCR. Jumbo Loans and Commercial Loans

• New client acquisition with a focus on credit and lending needs including Mortgage, Auto and Lines of Credit. Focus on working with Small Business owners and HNW individuals, unsecured credit lines up to $100K. Cash management solutions, merchant and payroll• Connecting clients with specialist in order to meet their more complex financial needs• Help clients manage expenses and debt, build wealth, earn additional rewards and discounts through Prefered Client program and learn self access solutions for more convenient banking.

• Provide all forms of personal and business banking services. Emphasis on high net worth individuals and closely work with Financial Advisory team to acquire deposits and investments.• Credit services include personal and business credit cards. Small business loans and lines of credit, home purchase and refinance loans. Securities based lending. • Extensively work with business owner team to identify commercial lending opportunities. • Assist business owners with business cash management solutions such as merchant services and payroll planning.

• Provide Insurance and financial services for business owners and individuals. • Created comprehensive plans and solutions for, managing, protecting and preserving wealth.