• Utilize expertise in lending practices and market trends to guide clients through the complex mortgage process, securing favorable terms and rates by building and maintaining a solid reputation as a trusted partner in the home financing process through a strong commitment to customer service and attention to detail• Educate clients on various loan products, funding sources, buying or refinance processes, and lending guidelines• Build referral relationships with real estate professionals and relationships with mortgage lenders/mortgage bankers, maintain current lending rate sheets, and stay up to date on current mortgage industry trends• Utilize various web-based applications such as SalesForce and Arrive CRM to manage the client base• Prepare reporting on performance, utilizing charts and graphs to illustrate key points

• Led and motivated a high-performing team of 8 bankers to successfully originate $650M in mortgage loans within a challenging rising rate environment compared to the company average of $580M per team• Implemented uniform training methods, which were recognized and adopted as a company standard• Monitored market trends and competitor activities to identify opportunities and adjust loan strategies for optimal results• Manage, mentor, and train team members for career growth, performance improvement, and recognition purposes

• Originated $190M in loans and managed a team of junior bankers while achieving no less than 165% of quota each month over 6 month period prior to being promoted to a mid-level management role• Mentored and trained junior bankers, sharing best practices and strategies to optimize their performance

• Consistently exceeded sales targets, achieving no less than 165% of monthly goals• Managed the “Future Leaders” program, demonstrating a commitment to meeting business goals and providing excellent service• Conducted thorough financial assessments and analyzed client's financial situations to determine the most suitable loan options