Responsible for interviewing clients and assisting them with the completion of loan applications.Skilled in working closely with the underwriting department to determine conditions for loan approval.Adept at screening and assessing new mortgage applications for loan eligibility.Highly skilled in ensuring that personal information such as income and expenditure are received and captured.Proficient in identifying potential risks that can lead to a default on the mortgage

Acquired more than 3500 leads by actively calling and engaging existing and prospective clients resulting in account openings, Mortgages, lines of credits and other credit productsProvided customers with financial solutions for both their investment and borrowing needsAdvised clients on debt management and debt consolidation by providing strategies through secured and unsecured solutionsDeveloped, retained, and enhanced the branch business by delivering against individual and team sales goals that supported a positive customer experienceHandled client’s complaints and assisted with the resolution of financial issues

Generated leads for promotion and sales of Insurance and Financial ProductsPerformed market research surveys amongst client base to seek feedback on sales techniques follow-up methods and quality of after sales service