•Counsel and interview members to ensure complete and accurate information has been provided on mortgage application•Analyze file documentation to determine which mortgage product best qualifies the applicant •Provide detailed information about Navy Federal’s mortgage and equity loan products and clarify complexities of the mortgage/equity loan process•Responsible for underwriting conforming conventional and VA applications for first mortgagesto ensure compliance with corporate and governmental agency regulations•Generate referral business leads and develop working relationships with the realtors and title companies

•Generated positive cross selling results by focusing on member service and employee development •Engaged in fact-finding and analysis to determine the suitability of investment products for members•Provided investment consultations to Navy Federal and non-Navy Federal members on investment and insurance products including annuities and mutual funds•Coordinated with Branch Manager and Supervisor to increase and exceed quarterly sales goals •Processed applications for credit and lending products and facilitated loan closing and disbursements•Met with prospective and current members to develop information pertaining to their lending needs•Functioned as a branch vault custodian and provided administrative assistance to leaders