Brian Mcgary Email & Phone Number

Burlington, Vt, Us

Raleigh, North Carolina

Residential mortgage expert. I help clients with home buying, refinancing, and new construction. Skilled in Conventional, Jumbo, FHA, USDA, and Portfolio lending. Excels at problem solving, and guiding clients through complicated applications and qualifications. NMLS #1399931

Greenville, North Carolina

Manages sales and branch associates while overseeing branch operations. Perform outbound calling on small businesses. Business and consumer lending including both secured and unsecured loans. Develop and implement a sales and service activities plan. Drive business acquisition and assist current clients in reaching their business goals.

Driggs, Id

Assist clients in analyzing their financial goals, and determining the appropriate deposit and credit needs. Maintained an excellent knowledge of loan origination and processing including mortgage. Provide service to clients in the form of cash handling, wire transfers, account opening, loan origination, and general account problem solving.

Review individual applications for personal lines insurance to evaluate the degree of risk involved, and determine approval of applications. Write risks for homeowners, automobile, and umbrella policies. Work with independent insurance agents all over Vermont, Maine, and New Hampshire.

Manage financial applications for clients in regards to obtaining approval for a mortgage. Determine requirements and qualifications of applicants, while also being a liaison for borrowers and investors. NMLS certified to discuss rates with prospective borrowers.

South Burlington, Vt

•Answer questions for members and non-members. Provide member service in the form of monetary transactions, assistance with online baking, card services, account modifications, and more. As well as directing calls to the appropriate department and representative. •Responsible for facilitating all online account openings at the Credit Union•Work closely with the Card Services department, assisting in different projects and tasks.

Colchester, Vermont

Assist members and non-members with monetary transactions. Process appropriate documentation, and ensure compliance with regulations including the Bank Secrecy Act. Refer members to a Member Services Representative, Loan Officer, or whoever at the company can best serve their needs.

Burlington, Vermont Area

Responsibilities include: -Oversee and assist the other cashiers-Work directly with management on running the Front End of the store -Work at the Customer Service desk assisting customers and answering phone calls. -Increased responsibilities regarding cash handling. -Verification and adjustment of the store safe.

Burlington, Vermont

Cashier at City Market Co-op.

Did basic electrical work and other various tasks around the job site.

Duties:Stock ShelvesRun RegisterReceive Shipments/Unload the trucksVarious Cleaning tasks

Duties:Restocked the large produce section

Bachelor Of Business Administration (Bba), Management Information Systems

Education record

Activities and Societies: Member of the Nation Honor Society Varsity Soccer and Baseball