Acquisition of new & maintenance of existing client relationships, referral sources & Lending Partners. Building mortgage applications & presenting to Lenders to obtain approvals. Expert knowledge of 84+ Lenders products, services, specials & offerings. Verification of income documents & other information required by Lenders. Establish & maintain networking & referral systems. Cross Sell additional products (i.e. Insurance). Ensure compliance with all governing bodies, regulators & laws.

Responsible for contributing to the teams overall Financial target goals while hitting or exceeding personal pre determined goals. Growing assigned client portfolio through uncovering of product gaps & referrals opportunities to key partners. Host weekly skill builds on product offerings, sales techniques & general Industry information to increase teams knowledge & skills. Primary focus on advanced borrowing needs & Financial Planning Solutions.

As a Small Business Advisor I am responsible for the profitable growth of my assigned client portfolio. I must also acquire new relationships, while retaining and expanding my existing one. I manage my portfolio of high valued complex small business relationships in order to retain the existing relationship, expand relationship with new products & services which I identify as needed. Acquire new Small Business relationships by asking for referrals from my existing clients as well as attending networking events & going in to the community to speak to the owners. I am also responsible for the appropriate identification of referral opportunities to my retail & commercial banking partners.

As a Senior Personal Banking Officer I was responsible for contribution to my teams overall success by meeting negotiated goals through the effective management of my assigned clients portfolio of customers. I was able to do this by using a financial planning approach & by successful identification of opportunities & needs of my clients. I was responsible to have expert knowledge of current product offerings & financial solutions available to my clients; as well as creating financial plans in order to deep the trusted advisor relationships & help solidify my clients’ financial stability.

As a Personal Banking Officer I was responsible for contributing to my branches overall success by meeting negotiated goals. I was able to do this by taking a Financial Planning Approach to client meetings. Having an expert knowledge of current products & service offerings as well as being able to identify opportunities for referrals to my branch partners. I worked with the unassigned client portfolio as well as walk in traffic; being able to build a trusted advisor relationship, gather all client information regarding needs, wants. Goals; and be able to successfully offer a plan or solution for current & future needs.