Michael Sullivan Email & Phone Number

Mission, Ks, Us

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 throughout the relationship.

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.