James Ephlin Email & Phone Number

Carmel, Indiana, United States

Baltimore, Maryland, United States

- Evaluate clients' financial situations to determine the extent of their debt, including outstanding balances, interest rates, and creditor information.- Provide personalized financial advice and strategies to clients, helping them develop budgets and financial plans to manage and reduce debt effectively.- Recommend appropriate debt consolidation options.

Detroit, Michigan, United States

- Gathered client debt, credit and income information to determine loan eligibility.- Met with applicants to obtain information for loan applications and answer questions about loan process.- Helped clients fill out loan applications and find ideal loan options.- Analyzed applicants' financial status, credit and property evaluations to determine.

Indianapolis, Indiana, United States

- Originated loans and assisted senior-level credit officers with complex loan applications.- Developed and maintained relationships with local real estate agents.- Assessed financial means and desires of each client in order to set up appropriate mortgage packages.- Informed customers of application deadlines, approvals and denials.- Identified lending.

Greensburg, Indiana, United States

- Listened to customers to understand needs and refer to optimal services.- Greeted incoming customers and provided expert sales and service to drive revenue.- Increased revenue by skillfully upselling and closing customer sales and driving product benefits around client needs.- Demonstrated products in effort to show potential buyers benefits and.