Educate clients on financial markets to determine the best solution for a range of unique scenarios. ● Process client requests to efficiently meet deadlines throughout the day. ● Assist Management in identifying opportunities to mitigate potential risk. ● Provide detailed information related to money movement, trade information, and account updates

Assist with payroll solutions for administrative issues while maintaining federal and state compliance requirements. ● Processed and assisted in payroll management for small business owners. ● Effectively communicate between internal team members and business owners to meet time sensitive requests.

The Client Care Specialist is responsible for effectively communicating the terms and conditions of the loan approval which may include but is not limited to the loan program, terms, conditions and fees.- Acted as an escalation point and expedited resolutions for customers and internal businesspartners.- Maintained communication with internal and external team members to ensure the clientcloses on or before the closing date.- Provided excellent customer service and guided the customer throughout the loan process.- Efficient multitasking to maintain a large pipeline.- Attention to detail on documents before submit to underwriters for review.

Originated FHA and conventional loans.● Efficient multitasking to meet multiple contract deadlines and assist new clients.● Maintained communication with internal and external team members.● Worked as a team member to help solve issues that would delay the loan process.● Provided efficient customer service to clients by educating and communicating.