Jake Baird Email & Phone Number

Wichita, Ks, Us

Wichita, Kansas Metropolitan Area

Wichita Ks

- Responsibilities include developing, managing, retaining, and expanding client relationships within the affluent market segment.- Assist clients with management of everyday cash flow, checking, checking and money market accounts, international cash transfers, customized credit solutions, mortgage and home equity financing, residential construction lending, and lines of credit.- Provide wealth management strategies and solutions tailored to each individual client's financial goals.

• Managed all aspects of multiple lending officers’ loan portfolios including analysis of potential credit risks, financing options, loan structures, repayment sources, and collateral strength.• Attended and supported customer calls and daily loan committee meetings to further develop communication channels with existing and potential customers• Researched and analyzed local, regional, and national economic and industrial trends • Worked closely with commercial relationship manager to perform extensive research and preparation of financial packets presented to executive loan committee for approval• Critical review and analysis of commercial loans. • Review of company’s past financial statements and operating performance • Evaluate economic environments and competitors’ performances to determine loan repayment and recommendations of credit worthiness

Wichita, Ks

• Responsible for performing intermediate duties and support related to branch operational activities and financial services while assisting senior loan officers in regard to loan application process• Duties include opening and processing all new account transactions, assisting customers in their selection of various accounts and financial services, cross-selling credit union products and services, opening, maintaining and closing of all account and loan types, promoting business for the credit union by maintaining good customer relations• NMLS certification to service and sell first and second mortgage products while responsibilities include ability to quote applicable mortgage rates to members, answer loan questions, in-putting loan applications, mortgage loan closing and processing

Wichita, Ks

Mortgage Lending/SalesCredit Analyst• Originate high quality loans through phone/face to face sales which meet WFF guidelines while providing excellent customer service• Develop knowledge of company products, policies and procedures, and underwriting requirements• Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk

Bachelor Of Business Administration (Bba), Marketing/Marketing Management, General

Marketing