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 tours and answering questions about advertised properties. Creating documents, spreadsheets and presentations; complete expense reports and other accounting forms. Provide clerical support to agents and brokers during the sales process such as photocopying sales documents, scheduling closing dates and securing public information about a 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 level of customer service and a memorable wine experience for the winery’s guests. Responsible for retail sales and service performance with focus on meeting and exceeding quarterly and annual sales and wine club signups/conversion goals. Served as an industry liaison and on forefront of industry trends Created monthly reports and sales strategies for continued business development Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences

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 to resolve problems and provide ongoing support. Provide Internal/External customers with product samples and price sheets. Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences. Monitor market conditions, product innovations, and competitors' products, prices, and sales. Created strategies to develop and expand existing customer sales, which resulted in a 30% increase in annual sales.

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 database and ensured the delivery of premium service to students. Quickly became a trusted assistant known for "can-do" attitude, flexibility and high-quality work.

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, needs and objectives. Conducted credits, underwriting and financial analyses and qualify the client for various loan programs. Qualified clients for numerous loan programs, conduct loan risk analysis to determine available and affordable home financing alternatives, and manage the growing pipeline of clients-in-process.

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 with measurable franchise standards in areas of customer satisfaction, speed and efficiency of file delivery to the closing of all loan files.

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 the customer and the property may qualify for a particular lending solution. Made recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives. Advised customers about the consequences, risks, and benefits of alternative lending solutions.

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 the loan processor, develop business network resources for loan referrals, keep all parties to the transaction informed as to status of application, set the Customers' / sources expectations and educate them on the entire mortgage origination process and quote rates to the customers and follow through to ensure the loan is properly locked. Educate and advise clients on the home buying process, the latest in home financing and how to better manage their mortgages (i.e. the liability side of their personal financial statements). Assist clients through the loan process from application to closing, and troubleshoot transaction issues in order to achieve their goals.

Certificate, Real Estate Development

Certified Real Estate Transaction Coordinator

Education record

Allied Business School, Business Administration And Management, General