Anthony Talbert Email & Phone Number

Fullerton, Ca

Business to business solicitation of Mortgage Broker and Realtor Agencies for new purchase loan referral and acquisition in Riverside, Orange, and Los Angeles counties. Provide new purchase and re-finance loan opportunities to applicants for 32 states nationally through web based marketing and direct mail. Provide sales & purchase opportunity to investors for Re-Performing and Non-Performing Real Estate Portfolios. Provide management, servicing, and portfolio support for Re-Performing and Non-Performing Loan Portfolios. Provide loan servicing and sales assistance for individual loan and portfolio sales acquisitions.

Orange County Ca

Create and Implement Sales and Marketing strategy for all products and services offered. Manage Sales & Marketing program to expand national footprint and generate new business clients.Orchestrate meetings and conference calls with Executive Mgmt. Team and prospective clients for terms and contract negotiation.Provide routine correspondence and reports... expense, revenue, projected sales, etc..

Murrieta, Ca

Quote and sell auto, home and other insurance products and services.Qualify prospects, and service related existing clients.Process documentation and collect payment for all new and existing policy transactions.

Riverside, Ca

• Provide client services for New Purchase & Re-finance loan opportunities for 8 US Bank In-Store Branches serving Temecula Valley, Corona & Riverside territories. • Pre-Qualify loan applicants & process application according to HARP, FHA, VA, and all standard Freddie Mac and Fannie Mae underwriting guidelines.• Retrieve, assess & Pre-Underwrite all application information & supporting documents for Underwriting submission & Approval.

Temecula Ca

Client Assessment/Management, Servicing, & New Accounts• Execute Sales Strategy consisting of Business to Business Canvasing, Telemarketing, Existing Client Portfolio Mgmt. & Sales, Public Speaking. • Perform Extensive “client profiling” to assess client Supply & Demand “Equilibrium” and “Operating Cycle” for “Cash Flow” assessment for appropriate assigning of Products & Services.• Evaluate appropriate business entity (Sole Proprietor, S Corp, C Corp and LP) criteria through collection & examination of “Origination Documentation” Loan Prep & Pre-Approval• Review of 2yrs Tax Documents for Profit & Loss Assessment for SBA, Installment, & Line of Credit Lending Qualification.• Perform Pre-Qualification profiling by performing Credit Rating, Cash Flow, Income, & Collateral assessment.• Collect & prepare all documentation in accordance with Underwriting Qualification Guidelines.Additional Duties Include:• Solicit a full range of banking and financial services to Wholesale and Retail business customers, with an emphasis on businesses with 1M - 20M in annual gross sales.• Actively sell to new & existing business clients lending & financial products such as Commercial and Consumer Lending Products, Business Checking & Deposit Accts, Merchant Services, and Wealth & Cash Management.• Actively cross-sell profiled client to banking team partners for additional servicing & relationship deepening.

Fullerton, Ca

Solicit and provide new purchase, re-finance & reinstatement loan opportunities to applicants for 20 counties throughout Northern and Southern California. Services also include credit evaluation, reinstatement, forbearance & loan modification negotiation, trusteesale negotiation, county and title documentation research, bankruptcy council, and general financial planning for clients with severe credit and income challenges.Solicit business to business Mortgage Broker and Realtor clients for new purchase referral acquisition.Assess, and service 150 - 200 new business applicants per month