Kevin Smith Email & Phone Number

Portland, Maine Metropolitan Area

Portland, Maine Metropolitan Area

• Responsible for managing multiple small, medium, and large volume clients.• Enhance client relationships, and service clients, by gaining a better understanding of the client's work environment and expectations.• Maintain and develop long lasting relationships based on exceeding client service expectations.• Conduct periodic client service quality checks.• Maintain continual contact with all Managers and/or Decision Makers for each account.

Portland, Maine Area

• To generate new originations through existing relationships within the community, specifically with the real estate community. • Initiate new relationships among professional and community contacts to expand customer base.• Accurately Pre-qualify clients, completing the loan application and gathering the necessary paperwork to begin the loan process. • Obtain and analyze credit report.• Work closely with loan processor's throughout the life of the loan to ensure accuracy and timely closing.• Counsel clients about all the different types of loans and credit options that are available, as well as the terms of those services.• Review loan agreements to ensure that they are complete and accurate according to policy.• Acquire and maintain comprehensive understanding of all products offered.• Participate in continuing education.

West Falmouth, Maine

• Complete quality assurance testing on Loan Servicing & Collections policies and procedures• Ensure adherence to set quality standards• Communicate testing results out to necessary lines of business• Collaborate with the lines of businesses in remediation plans• Identify opportunities for process improvements to advance service quality and/or streamline functions• Maintain and develop expanding knowledge of company and/or department systems, assist with system implementation/conversion as needed• Coordinate quality control and/or compliance activities• Create and modify work instructions and reports• Participate in special projects and perform additional duties as assigned• Provide support to department leadership in performing trend analysis, information gathering, performance feedback and related activities

West Falmouth, Me

As a Quality Assurance Analyst I am responsible for working with teams in Maine and New Jersey to enhance the TD brand by creating new efficient reporting opportunities, extract and maintain system data for testing, and create and implement new QA testing strategies.

- Take residential mortgage loan applications, offer and negotiate terms of residential mortgage loans.- Sell and cross-sell insurance products to new and existing customers.- Meet with customers and prospects and develop understandings of other financial objectives and needs. - Assess customer information and suggest appropriate product and service solutions.- Sell customers on value and benefits of suggested alternatives and close on sales.- Conduct loan interviews, accept loan applications and conduct loan closings.- Generate and pursue sales leads.