Prepare insurance quotes, bind coverage, and write insurance policies (home, auto, etc.) for consumers and mortgage/real estate referral customers.

Internal loan originator specializing in mortgages, home equities, and other consumer loans. Handle inbound call inquiries from potential borrowers, new customers, agents, making inquiries about loan programs and other banking products. Take new credit applications, discuss benefits/features of various loan programs, rates, terms, costs, fees, process, guidelines, policies and procedures with borrower(s). Assigned to various outbound call projects, follow-up on sales leads, monitor and track… Show more Internal loan originator specializing in mortgages, home equities, and other consumer loans. Handle inbound call inquiries from potential borrowers, new customers, agents, making inquiries about loan programs and other banking products. Take new credit applications, discuss benefits/features of various loan programs, rates, terms, costs, fees, process, guidelines, policies and procedures with borrower(s). Assigned to various outbound call projects, follow-up on sales leads, monitor and track existing loan pipeline to ensure smooth flow from beginning to closing aiding when and where needed. Maintained daily tracking reports, and other project logs, and performed pre-qualification functions for potential borrowers, led various on-going sales programs and outbound call projects. Kept routine records through use of sales lead database, and held accountable for certain sales objectives and call metrics. Funded volume loan output averaged 1.2 million per month. Show less