Greg Meuli Email & Phone Number

Mount Pleasant, South Carolina, United States

Branch ManagerNMLS# 1275442Geneva Financial, LLCNMLS#42056Equal Housing Lender

Mount Pleasant, South Carolina, United States

Mount Pleasant, South Carolina, United States

Providing a consistent, reliable, world class loan process through expert knowledge of industry guidelines and incessant pursuit of professional growth. Managing and directing pipeline, workflow, training, scripting, and guideline expertise for entire team. Responsible for all client interactions and day to day operations for the business and our team. Originating mortgage loans through the use of personal referrals, professional relationships, and providing highly reliable, consistent, and quality results. Analyzing financial and credit data as needed to understand borrowers' unique situations, and helping to determine objectives and needs to best structure transactions in borrowers best interest. Ensuring exceptional customer service, maintaining thorough knowledge of lending programs, policies, procedures, guidelines, and regulatory requirements, demonstrating a non-negotiable commitment to professional ethics, complying with all Federal and State compliance policies, and adhering to HMDA requirements.

Mount Pleasant, South Carolina, United States

Mount Pleasant, Sc

Helping buyers win contracts and save thousands of dollars with our industry leading FastPass program. Fully underwritten, up front approvals that give buyers significant leverage at the negotiating table and the ability to close in 14 days. Originating mortgage loans through the use of personal referrals, professional relationships, and providing highly reliable, consistent, and quality results. Analyzing financial and credit data as needed to understand borrowers' unique situations, and helping to determine objectives and needs to best structure transactions in borrowers best interest. Ensuring exceptional customer service, maintaining thorough knowledge of lending programs, policies, procedures, guidelines, and regulatory requirements, demonstrating a non-negotiable commitment to professional ethics, complying with all Federal and State compliance policies, and adhering to HMDA requirements.

Mount Pleasant, Sc

Originating mortgage loans through the use of personal referrals, professional relationships, and consistent and quality results. Understanding prospective borrowers' unique situations by analyzing financial and credit data, determining customer financing objectives, and advising customers of product/pricing policies that suit their needs. Performing these functions while ensuring exceptional customer service, maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements

Charleston, Sc

•Branch Manager working efficiently with Market Leader to effectively balance sales, service, and compliance. Responsible for all operations of the branch while the Market Leader is out on sales calls. Point of contact between the Commercial Sales and Lending, Private Banking, and Wealth Relationship teams and their clients. Responsible for leading the day to day sales and client service aspects of the branch and taking ownership of client service problems and ultimate resolution.

Orangeburg, Sc

•Worked directly with Market Leader to ensure branch operations were conducted as efficiently as possible while maintaining the highest levels of client service, strict adherence to internal policies and federal regulations and compliance, and operating in a team environment for maximum associate engagement in the sales goals of the branch. Responsible for the hiring of BB I-II's and implementing goals and standards of excellence by creating and adhering to an accountability system, constant coaching, positive reinforcement, and fostering a team environment that provides each associate with ownership in the branch's sales, compliance, and servicing goals.

Orangeburg, Sc

• Supervise and participate in daily operational functions of the teller area while being responsible for delivery of superior quality service and adhering to corporate, regulatory and audit guidelines. Ensure timely and efficient completion of client transactions by branch staff, while acting as a sales and service leader for branch personnel. Proactively manage the daily sales/quality referral process of branch Teller staff to include segmented client contact.

Columbia, South Carolina

•Support team sales process by acting upon or referring identified client needs to other lines of business (e.g., Mortgage, Investments, Private Banking, Insurance, Small Business, and Merchant Services). Responsible for building long-term relationships with clients in-person and by phone and managing those relationships by following up through the appropriate channels. Responsible for the origination of retail loans and deposit solutions.

Columbia, South Carolina

• Responsible for developing and strengthening existing customer base, re-opening inactive accounts, and generating new clientele. This was accomplished by identifying opportunity and then planning, directing, and coordinating selling strategies and by utilizing outside sales force team, upper management, colleagues, and industry and product knowledge to maximize gross margin. Communicated thoroughly with customers, inside salesmen, and other group members both face-to-face and over the phone to sustain customer satisfaction. • $50,000.00 in gross margin in first month• Doubled one day sales goals in first month