Nashelli Greenfield Email & Phone Number

Napa, CA, US

Napa Valley CA

Napa Valley California

1921 Jefferson Street, Napa Ca 94559

Napa Ca

• Attracts new mortgage loan applications by developing relationships within the community, specifically with the real estate community; making sales calls to prospective customers.
• Approves mortgage loans by examining application and supporting documentation; estimating credit-worthiness; calculating repayment risk.

Napa Valley, CA

Performing transaction coordination, assembling, reviewing and maintaining office files. Tracking pertinent data, record keeping, data entry, processing accounts receivables, and other administrative duties as assigned including answering telephones and greeting customers. Producing brochures and fliers, planning open house events, scheduling property.

Rutherford, CA

Tasting Room Representative Provide a memorable experience to all customers and guests Conduct winery tours of vineyards and production.Recommend wines for purchase, and wine club sales Inform guests of special events and winery programs Specialty wine tastings and wine education

Oakville, CA

Provide information and education about the wines and wine club. Handle routine point-of-sale transactions and shipping orders. Convey the importance and uniqueness of the winery while managing a team to deliver exceptional customer service and sales results. Oversee day-to-day operations of the Visitor Center to provide wine education, an exceptional.

Rutherford, CA

Recommend wine labels to customers, based on customers' price points and interests. Answer customers' questions about varietals, prices, availability, production size, and credit terms. Estimate and quote prices, credit, contract terms, shipping guidelines, and delivery dates for wholesale accounts. Consult with customers after sales and contract signings.

Napa, CA

Assist English and Spanish –speaking clients in program enrollment. Maintain confidential client files and payment records. Scheduled and recorded client attendance. Reconciled and audited client files, reconciled daily, monthly and quarterly deposits. Handled multifaceted clerical tasks (e.g., data entry, filing, records management and billing) Maintained.

Benicia, CA

Consulted with clients regarding their current and future financial needs in order to determine how the company can help them achieve their goals. Established an ongoing financial services relationship with clients through the delivery of world-class client service. Interviewed clients and gather information pertaining to their unique financial situations.

Santa Rosa, CA

Perform all processing, decisions, and closing tasks required to manufacture a loan in compliance with company standards and best practices from point of application to submission to underwriting. Process loan files verifying accuracy of documents received. Order required credit reports, appraisals and other documentation to complete loan files. Comply.

Napa, CA

Originated mortgage loans for purchase transactions, refinance and equity lines of credit. Analyzed credit reports, input loan data. Consult with realtors, processors, underwriters and escrow officers. Build relationships with existing and new referral partners. Analyzed financial information for customers to make an initial assessment regarding whether.

Solicit mortgage loans from referral sources that include, but are not limited to, Realtors, builders and other networking avenues. Take complete applications for mortgage loans, including follow-up for documentation required for processing in accordance with corporate policies and procedures. Fulfill pre-doc and funding loan conditions in conjunction with.

Certificate, Real Estate Development

Certified Real Estate Transaction Coordinator

Education record

Allied Business School, Business Administration And Management, General