The Financial Services Representative I (FSR) acts as an Insurance Licensed Employee, providing Customers with additional products & services and acting as a wealth referral champion within the Store. The Financial Services Representative I (FSR) is required to maintain active registration with State Life & Health Insurance licensing. The Financial Service Representative I (FSR) acts in a dual role as FSR and Customer Service Representative and is the primary contact and resource for large/complex credit needs within the store, consistently providing exemplary Customer Service through selling and cross-selling a wide range of banking products, investment and insurance products and services to new and existing Customers.

• Originate first & second mortgage products for Financial Center Clients.• Establishing and maintaining a client base of, including but not limited to, realtors, builders and housing developers, attorneys, accountants and financial planners, homebuyers.• Monitor overall customer interaction and interface with all parties involved on each individual loan from application to closing, including but not limited to counseling, pre-qualifying and pre-approving potential home buyers.

• Originate loans for Chase Private Clients. High net worth borrowers.Establishing and maintaining a client base of, including but not limited to, realtors, builders and housing developers, attorneys, accountants and financial planners, homebuyers.• Monitor overall customer interaction and interface with all parties involved on each individual loan from application to closing, including but not limited to counseling, pre-qualifying and pre-approving potential home buyers.• Originate loans for Chase Private Clients. High net worth borrowers.

• Originate investment quality loans (e.g. FHA, Conforming, Non Conforming) by selling residential mortgage loan products and services.• Establishing and maintaining a client base of, including but not limited to, realtors, builders and housing developers, attorneys, accountants and financial planners, homebuyers.• Monitor overall customer interaction and interface with all parties involved on each individual loan from application to closing, including but not limited to counseling, pre-qualifying and pre-approving potential home buyers.

• Originate investment quality loans (e.g. FHA, VA, CHFA, Conforming, Non Conforming) by selling the residential mortgage loan products and services.• Establishing and maintaining a client base of, including but not limited to, realtors, builders and housing developers, attorneys, accountants and financial planners, homebuyers.• Monitor overall customer interaction and interface with all parties involved on each individual loan from application to closing, including but not limited to counseling, pre-qualifying and pre-approving potential home buyers

• NEHL was a Joint Venture company between Wells Fargo and The Beazley Company until it was purchased by PrudentialCT.• Positioned as an In-House mortgage originator to originate investment quality loans for the clients of the real estate agents. (e.g. FHA, VA, CHFA, Conforming, Non Conforming)• Monitor overall customer interaction and interface with all parties involved on each individual loan from application to closing, including but not limited to counseling, pre-qualifying and pre-approving potential home buyers.

• Originate investment quality loans (e.g. FHA, VA, CHFA, Conforming, Non Conforming) by selling the residential mortgage loan products and services.• Establishing and maintaining a client base of, including but not limited to, realtors, builders and housing developers, attorneys, accountants and financial planners, homebuyers.• Monitor overall customer interaction and interface with all parties involved on each individual loan from application to closing, including but not limited to counseling, pre-qualifying and pre-approving potential home buyers.

Progressed from a part time employee to Assistant Manger to Branch Manager• Six months out of People’s Bank Retail Management Training Program was promoted to Branch Manager.• Branch given was an under performer, was able to develop branch and staff to achieve ranking in top 3% in Sales and Service of a 250 branch system and #1 in Region 3 years in a row.• Hand selected for a pilot sales position when the bank was piloting a new branch staff structure before going bank wide.• Directed all branch operating functions, as well as the marketing and sales of diverse banking products within the branch.• Managed all inside and outside sales and customer service functions.• Managed both high profile and high volume branches• Managed both Traditional and Stop & Shop type branches.• Licensed Series 6 & 63.• Licensed Life Insurance Producer.• Certified in Mortgages