Based on top performance, recruited to build a customer base and drive consumer and mortgage loan sales. Identified and engaged prospects to secure customer business. Produced, delivered, and clarified loan estimates and disclosures for customers. Reviewed customers’ finances and educated them on loan products. Created and delivered sales presentations for local real estate offices and developers.Established referral/business network in the new market (San Diego) while managing referral relationships throughout San Francisco Bay area. Cultivated mutually beneficial alliances with the financial advising unit (Merrill Lynch).Built a strong, wide-ranging referral base consisting of real estate agents, developers, accountants, and attorneys.

Recruited to help the business expand mortgage/real estate presence within the Bay area. Leveraged honed relationship-building talents to identify and secure strategic business and customer relationships. Developed referral channels to exponentially increase production.Nurtured and strengthened relator relationships while expanding alliances across the new home construction market.Forged new lending partnerships with multiple luxury home builders throughout East Bay and Tri-County areas.

Identified new business opportunities, generated qualified leads (external referrals), and managed sales pipeline. Delivered sales presentations at retail bank branches and local real estate offices.