• Engage in nationwide mortgage lending including purchase, refinance, and home equity transactions.• Analyze client financial and credit information in order to advise the appropriate products to meet their needs.• Responsible for understanding loan requirements and guidelines for Agency, FHA, VA and Flagstar’s Non-Agency loan products.

• Engage in nationwide mortgage lending including purchase, refinance, and home equity transactions.• Analyze client financial and credit information in order to advise the appropriate products to meet their needs.• Manage an ongoing working pipeline with 70 or more clients while collecting core documents from borrowers up to underwriting commitment.• 2021 highlights:• Achieved Platinum Status Q2, Q3• Achieved Gold Status Q1• Achieved Sales Conference which recognizes the top 5 percent of Home Mortgage Consultants at Wells Fargo• Funded 221 Purchase/Refinance units with a dollar amount volume of 49.5 MM• Achieved top QA bonus every month with an average quality score of 99.8 percent• 2020 highlights:• Achieved Platinum Status Q1, Q2• Achieved Gold Status Q3• Achieved Sales Conference which recognizes the top 5 percent of Home Mortgage Consultants at Wells Fargo• Funded 167 Purchase/Refinance units with a dollar amount volume of 44 MM• Achieved top QA bonus every month with an average quality score of 99.5 percent• 2019 highlights:• Funded 91 Purchase/Refinance units with a dollar amount volume of 19 MM in 10 months• Achieved top QA bonus with an average quality score of 99.1 percent

• Meet customer needs for multi-line property/casualty insurance business via direct (inbound and/or outbound) telephone or internet contact with prospective customers. Specialize in personal lines (auto, home, boats, motorcycles, RV, umbrellas, flood) of business.• Provide counseling regarding insurance needs and product availability. • Provide quotes, determines eligibility, and binds coverage after collecting all related underwriting data and information. • Perform outbound calls and follow-up work as required to close the sale.

• Make outbound calls to prospects with a goal of prequalifying or preapproving clients.• Identify and offer customers the products and services they need and want to succeed financially.• Provide first call resolution, while following strict procedures that meet compliance guidelines.• Provide customer service with the objective of profiling customers and extending contract to sell new or additional products and/or services.