Originate Consumer loans using good judgment and effective communication with customers, bank partners, prospects, loan officers, loan processors, loan underwriters, and title companies (closing agents)Identify customer needs and refer customers to business partners within retail banking division and across lines of business lines to colleagues who can best meet those needs.Follow up on leads generated through personal efforts, branch referrals, marketing promotions, Virtual Sales, and Online. Achieve sales goals established for the position.Conduct all Consumer/Mortgage loan solicitation, origination, processing, and closing within the regulations of ECOA, RESPA, and other regulatory requirements.Prepare records and reports as requested regarding loan solicitation, origination, and closing activitiesCross-sell other Associated Bank products and services and refer customers to other colleagues for further cross-sell opportunities according to cross-sell standards established for the positions.Promote loan programs primarily by collaborating with internal colleagues and referral sources.

Managing and ensuring the smooth process of online applications for deposit and loan products. Expanding and growing client base for Associated Bank.

• Build relationships with small businesses• Listen to business owners to determine what actions can best enhance operations• Plan appointments and earn contracts• Develop pricing models based on annual volume forecasting and current statements• Promote superior marketing tactics appropriate for specific industries

Assisted in creating broker price opinions for home values. Developed and executed marketing plans to gain clients.