At Caliber Financial Partners, we employ a 'client first' approach to everything that we do. The financial landscape is growing increasingly complex, and we feel that clients should demand more from their advisor relationship, In these challenging times, it's our primary responsibility to give people peace of mind, knowing that the savings they work so hard to accumulate are being preserved and that our clients are taking the necessary steps to plan for their retirements and protect their families' well-being.- Defining, implementing and revising operational policies.- Website management and preparing all marketing material.- Developing and executing new growth directives including new client acquisition and recruiting.- Handle all firm event planning and client/prospect engagement opportunities.- Working with investment companies to maintain active due diligence on new investment products.- Communicating daily with CIO to develop financial plans and ensure company-wide compliance.- Monitoring company revenue margins and conducting budget reviews to maximize profits.- Overseeing client support services and preparing all documentation.

Partner with the vice president of sales to promote the investment solutions on the Triloma platforms via consultative, relationship-building calls with financial professionals and registered investments advisors within the Midwest territory.- Overseeing advisor support throughout the territory.- Maintain and update CRM. - Adhere to daily/monthly sales activity metric requirements.- Plan meetings and travel.- Drive sales throughout the territory and execute a business plan for coverage.- Maintain a strong understanding of Triloma's product platform as well as their competitors.

Responsible for increasing assets under management and driving growth. In addition to maintaining exception sales skills, it was crucial to develop strong relationships with financial advisors (FA), analytical and portfolio management members for FA teams.- Develop and build relationship with financial advisors. - Utilize sales process; identify needs, provide meaningful solutions and deliver superior service to branch offices. - Strong understanding and articulation of the capital markets, Guggenheim products, competitors’ products. - Integrate current themes and campaigns into conversations that drive the sales process. - Execute business plan for coverage with sales team. - Maintain and update Sales Force CRM. - Adhere to daily/monthly telephone activity metric requirements of the department. - Own sales performance and sales goals. - Plan travel and meetings.

- Provide direct support to the CEO.- Maintain and update company's CRM system.- Document compilation for new business and meeting preparation. - Provide critical support and strategic insights.- Initial point of contact for client's and investment companies.- Carry out problem-solving, time management, organizational, interpersonal, and project management skills.

Responsible for overseeing a team of 10-15 mortgage loan originators to thoroughly examine residential loan applications from initiation to closing. - Process and evaluation of loan applications assigned within designated timeframe, ensuring that necessary documentation has been requested and received in compliance with FHA, VA, and conventional guidelines.- Ensure compliance and accuracy with required information and documentation.- Maintain strong vendor relationship with banks, underwriters, title company, insurance companies, etc.- Regular communication with lender, applicant(s), and realtor(s) and lawyers on progress of application during entire loan process.- Submission of loan applications and supporting documentation to underwriting or investor for final approval.- Responsible for examination of credit, title opinions and necessary corrections as required.- Preparation of final cost figures for closing and communication of figures to lender, realtors, attorneys and buyer/seller.Preparation of closing papers and documentation to ensure compliance with regulations and requirements.- Meet monthly sales/closing goals depending on current pipeline.