Cultivate relationships with centers of influence (COIs) to drive referrals and business growth.Market mortgage services through community involvement, social media, and employee education.Assess consumer needs and offer a wide array of in-house and brokered mortgage products.Mortgage License in OH, KY, IN

Spearheaded sales growth, turning a start-up into a profitable business within three years.Developed comprehensive staffing models, including roles, responsibilities, and training programs.Established partnerships with health networks to enhance sales and company growth.Advised on technology and marketing strategies to improve efficiency.Implemented best practices through the development of protocols, policies, and procedures.Ensured complete alignment of company vision with employee and client satisfaction.

Recruited, evaluated, and developed employees to meet and exceed office goals.Consistently achieved targets in sales, service, lending, investments, and customer service.Formulated annual branch business plans for maximum profitability with weekly and monthly targets.Strengthened business and consumer relationships through community service and referrals.Managed operational duties, ensuring regulatory compliance and achieving 100% accuracy in audits.Led conversions, mergers, and the development of new banking offices.Recognized as a top producer for business lending and relationship development.

Built and managed a $17 million book of business for three consecutive years.Provided financial recommendations for wealth management, retirement planning, and insurance needs.Organized and presented client seminars in collaboration with local organizations and businesses.Served on the Advisory Board for advisor training and development.Held Security & Insurance Licenses

Achieved top producer status in sales of deposits, lending, investments, and mortgages.Regularly reviewed and adjusted clients' investment portfolios.Acquired one of the bank's most profitable new business clients.Conducted Financial Independence Seminars for the community, businesses, and schools.Trained on all branch positions to offer comprehensive client service.Won multiple sales contests, earning company-paid trips.