Michael Sullivan Email & Phone Number

Kansas City, Missouri, United States

Bentonville, Arkansas

• Advise clients on visa, passport, and security requirements and find suitable solutions for their immigration needs and work with them to make their applications successful.
• Collect necessary documents from client and submit documents to relevant Consulate to ensure meeting deadline.
• Assist clients on visa processing challenges while creating and implementing solutions to overcome them.
• Coordinate with third-party business partners to provide a full range of services for clients.
• Ensure outstanding customer satisfaction by maintaining relationships with customers, service users, colleagues, or suppliers throughout the completion of application process and provide support and additional services.

Prarie Village, KS

• Provide customer service regarding commercial trucks, delivery, contracts, and lease terms.
• Develop contract documents via DocuSign.
• Underwriting Credit to determine lease contacts.

Overland Park, Kansas

• Directed and managed account relationships of assigned bank portfolio and worked with sales team to implement new accounts.
• Analyzed applicants’ financial status, credit, and property evaluation to determine loan feasibility.
• Presented financial solutions and educated customers on the terms and conditions of their loan to ensure a clear understanding.
• Provided solutions and options while identifying the advantages and disadvantages of products to minimize associated costs and risks to client.
• Managed communications and resolution with third-party business partners of banking products.
• Identified, monitored, and mitigated risk on loans defaulting per bank and regulatory guidelines.

3201 Strong Ave, Kansas City, KS 66106

• Executed loan origination and closing process, determined appropriate rate locks, issuance of disclosures and fee waivers.
• Adhered to all federal and state compliance guidelines relative to the retail consumer lending.

9777 Ridge Dr, Shawnee Mission, KS 66219

• Provided financial advice on banking products and personal loan and opened new member accounts, CD’s and IRA’s.
• Focused on the consultative sales process to proactively identify and meet the financial needs of customers.
• Maintained new customer accounts and/or deepened existing customer relationships through a variety of activities and consulting.
• Maintained an in-depth knowledge of consumer and small business products/services and recommended appropriate solutions using value proposition, maintaining records, reports and procedures.
• Utilized marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Established close working relationships with assigned business partners (mortgage, business banking officers and investment executives), referring customers when appropriate to provide timely financial solutions.