Assistant Relationship Manager
Current• Assist Loan Officers/Processors in closing loans successfully• Trained 200+ new clients about our portal/products and helped them with on boarding process.• Generated new business and referral clients in partnership with financial advisors and branch team.• Achieved established KPI for company and individual performance through teamwork and focus on clients.•Developed and cultivated lucrative relationships with both new and existing clients through effective communication and… Show more • Assist Loan Officers/Processors in closing loans successfully• Trained 200+ new clients about our portal/products and helped them with on boarding process.• Generated new business and referral clients in partnership with financial advisors and branch team.• Achieved established KPI for company and individual performance through teamwork and focus on clients.•Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills Show less