Managed residential mortgage loan portfolio in the New York Tri-State areaSix time recipient of the “Leader’s Club Sales Award” Performed detailed credit analysis and organized mortgage financing requests Evaluated debt tolerance, analyzed financial statements and reviewed client liquidity Authorized loan pricing according to established credit riskManaged a territory of several top performing branches in Manhattan with regard to their mortgage needsMaintained and developed an… Show more Managed residential mortgage loan portfolio in the New York Tri-State areaSix time recipient of the “Leader’s Club Sales Award” Performed detailed credit analysis and organized mortgage financing requests Evaluated debt tolerance, analyzed financial statements and reviewed client liquidity Authorized loan pricing according to established credit riskManaged a territory of several top performing branches in Manhattan with regard to their mortgage needsMaintained and developed an extensive network of mortgage contacts with attorneys, brokers and accountantsConsistently exceeded all sales goals for the past 11 years Show less

Supported loan officer and serve as a contact point for customers to resolve issuesResponsible for facilitating the application process by interfacing with customer in taking complete applicationsRequested documentation from customers; discuss products and pricing at the request of the loan officerTook all initial inquiry calls for pre-qualifications and review data with loan officerActed as a liaison between loan officer, branch and processing center and coordinate submissions… Show more Supported loan officer and serve as a contact point for customers to resolve issuesResponsible for facilitating the application process by interfacing with customer in taking complete applicationsRequested documentation from customers; discuss products and pricing at the request of the loan officerTook all initial inquiry calls for pre-qualifications and review data with loan officerActed as a liaison between loan officer, branch and processing center and coordinate submissions and closingsReviewed complex files; identified potential problems with application; arrived at workable solutions prior to submission to processingManaged pipeline and update loan officer on pipeline status; update borrowers and builders on status of loanWatched for and prevented pipeline fallout and quote rate to pipeline floatsCoordinated and managed marketing to buyers, sellers, realtors and buildersEstablished with loan officer annual number of loans required to fund and closeProvided high level of customer service to both internal and external customers Show less

Received and routed telephonic inquires for Northeast Regional Sales Manager Assisted in overview of 2 Sales Offices and 21 Loan OfficersGreeted corporate clients and visitors in a cheerful and professional manner Prepared correspondence and reports utilizing Microsoft Word and ExcelWorked closely with Regional Manager and Operations Manager on special projects assigned by Divisional Manager Received, sorted and distributed correspondence delivered by the U.S. Postal… Show more Received and routed telephonic inquires for Northeast Regional Sales Manager Assisted in overview of 2 Sales Offices and 21 Loan OfficersGreeted corporate clients and visitors in a cheerful and professional manner Prepared correspondence and reports utilizing Microsoft Word and ExcelWorked closely with Regional Manager and Operations Manager on special projects assigned by Divisional Manager Received, sorted and distributed correspondence delivered by the U.S. Postal Service, FedEx and UPSCreated requisitions for new hires and work closely with recruiter and human resource repOrdered and tracked supplies utilizing company’s E-purchase electronic database Prepared reimbursements for employee travel expenses utilizing the T & E Expense database Assisted Loan Officers in the preparation of presentations, loan rate data and marketing materials Show less

Assisted one vice president/team leader, one assistant vice president and two account officersPerformed all administrative and secretarial duties Preparation of expense reports and travel arrangementsAssisted banking officers with resolving customer inquiries and issues Recognized issues that require management approvalsResponded to heavy influx of telephone calls from both Loan Officers and Inventory Control DepartmentEvaluated and trained employees when necessary on… Show more Assisted one vice president/team leader, one assistant vice president and two account officersPerformed all administrative and secretarial duties Preparation of expense reports and travel arrangementsAssisted banking officers with resolving customer inquiries and issues Recognized issues that require management approvalsResponded to heavy influx of telephone calls from both Loan Officers and Inventory Control DepartmentEvaluated and trained employees when necessary on new products and guidelines Show less

Performed all services and platform duties relating to opening new accountsAssisted all customers with customer service issuesResponsible for supporting the entire branch staffTyped all correspondence and invoicesEstablished and maintained office filesAssisted with ATM Proof and backup for the Safe Deposit area as needed