I Consulted with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. This includes collecting and analyzing information about the customer's financial situation, financial and personal objectives, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information to make an initial assessment regarding whether the… Show more I Consulted with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. This includes collecting and analyzing information about the customer's financial situation, financial and personal objectives, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations about which lending solutions would best meet the customers' objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions. Form deep working relationships with the business partner's management, sales staff and realtors to assist with their financing needs. Additionally, participate in business partner's events and office activities. Work with the customers at open houses, realtor agent events,and training events. Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the processors and acquire any additional information needed by the processors and/or underwriters. Work with processors/closers and customers to ensure the timely closing of the customer's loan. Show less

Originate and Refinance Home Mortgage Loans. Organize educational, marketing, and promotional events and activities in order to educate the customers and realtors on Wells Fargo's offerings and to promote Wells Fargo as the provider of lending and other financial solutions.Refer customers who seek financial services other than lending solutions to the appropriate Wells Fargo professionals.

Manage multiple client relationships throughout the United States utilizing interpersonal and intra-organizational skillsEmploy active listening to uncover sales opportunities while fulfilling customer requestsContinually grow business week to week with a 70% opportunity to sales conversion ratioAdvocate comprehensive financial solutions to improve customer retention via bundled options savings Work in conjunction with clients to identify pain points and designed end to end… Show more Manage multiple client relationships throughout the United States utilizing interpersonal and intra-organizational skillsEmploy active listening to uncover sales opportunities while fulfilling customer requestsContinually grow business week to week with a 70% opportunity to sales conversion ratioAdvocate comprehensive financial solutions to improve customer retention via bundled options savings Work in conjunction with clients to identify pain points and designed end to end insurance solutions Develop strong relationships with customers to uncover gaps in coverage and drive new business growth from solution selling Show less

Repeatedly exceeded companies sales goals on a quarterly basisCounselled clients regarding their mortgage options and enabled them to meet their financial goalsUtilized critical thinking to mitigate risk for investors saving company fundsDeveloped and mentored new Loan Officers on multiple software applicationsRecommended new products that increased earnings, loan production and volumeEffectively articulated benefits of loan structure to win lending opportunities over… Show more Repeatedly exceeded companies sales goals on a quarterly basisCounselled clients regarding their mortgage options and enabled them to meet their financial goalsUtilized critical thinking to mitigate risk for investors saving company fundsDeveloped and mentored new Loan Officers on multiple software applicationsRecommended new products that increased earnings, loan production and volumeEffectively articulated benefits of loan structure to win lending opportunities over competitorsGenerated net new business via referrals, internet applications and aggressive cold calling Show less

Originated and Refinance Mortgage loans. Met and exceeded monthly sales goals. Earned Top performer award and Presidents club for sales.