Brad Stephen Email & Phone Number

College Station-Bryan Area

• Create a develop working relationships with prospective home buyers and sellers
• Counsel clients in market conditions, prices, and mortgages
• Understand and delivery on client needs
• Review purchase contracts to ensure terms are met
• Facilitate negotiations between buyers and sellers
• Coordinate and partner with local title and mortgage companies

Bryan, Texas, United States

• Developed Independent Property and Casualty Agency
• Specializing in Commercial Lines of business

College Station-Bryan Area

• Business development in the commercial property and casualty line including general liability, workers compensation, property
• Worked closely with policy holders to deliver and explain policies, analyze business insurance programs
• Provided clients with recommendations to provide tailored coverages based on their exposure
• Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the property to be insured, and to discuss any coverages.
• Developed a diverse clientele base primarily through existing relationships and referrals.
• Ensured that policy requirements were fulfilled, including appropriate forms.

College Station-Bryan Area

• Provided support with senior management
• Provided supervision in the consumer lending department
• Managed and supervised loan officers assigned to making decisions on credit, financial, employment and collateral consideration
• Development new portfolio in residential mortgage and commercial loans
• Proficiency in relevant computer applications specific to the banking industry
• Conducted negotiations on behalf of the bank in loan matters