Jesse Cortez Email and Phone Number

Advises clients about the risks, consequences, and benefits of alternative lending solutions.Develops loan applications by evaluating applicant information and documentation.Consults with clients about their lending needs to help them achieve their financial goals, including the collection and analysis of information about the client’s financial situation.Evaluates loan applications and documentation by informing applicant of additional requirements.

Help members finalize loans over the phone and go over loan terms. Computer skills with the ability to handle extensive data entry in an accurate/timely manner • Microsoft Office, specifically a working knowledge of Word, Outlook, and Excel • Professional and courteous communication skills – both written and oral • Strong knowledge of customer service skills

Greeted customers in a timely fashion, while quickly determining their needs. Maintained friendly and professional customer interactions. Consistently hit and exceeded sales goals. Managed team members. Reviewed and edited loan agreements to ensure accuracy. Good communication skills including speaking clearly, succinctly, and accurately while using a pleasant tone and common conversational courtesies High motivation with ability to successfully meet team performance objectives while maintaining individual performance long term Experience identifying additional opportunities to recommend products and services to customers Experience identifying additional opportunities to sell products and services to customers Experience mentoring and peer-coaching others