Nikolas Senkowski Email & Phone Number

Rochester, Mi, Us

Rochester, Mi, Us

Troy, Michigan, United States

• Proactively promote and tailor products for customers by cultivating a positive atmosphere enhancing brand visibility and nurturing key relationships that lead to new business clientele • Offer clients both professional expertise and personalized service through diligent follow-up and CRM management resulting in consistent positive customer feedback • Demonstrate the ability to extract valuable insights from Trackman data to drive strategic objectives• Expanding business portfolio through continuous networking, utilizing referrals, and hosting events

Pontiac, Michigan, United States

• Conducted evaluations of credit profiles, assets, and financial documentation to inform sound underwriting decisions, ensuring compliance with regulatory standards such as Fannie Mae/Freddie Mac • Utilized expertise and discretion in thorough loan evaluations, presenting clients with strategic underwriting solutions, aiding them in a seamless loan process from start to close • Performed over 4,000 audits of individual accounts when reviewing documentation

Troy, Michigan, United States

• Supported the development of marketing materials and client communications, enhancing the firms outreach and client engagement efforts • Prepared and presented financial reports and client summaries, aiding in the decision-making process for senior advisors

Bloomfield Hills, Michigan

• Facilitated client paperwork/accounts through the transition of a broker dealer • Participated in client meetings, taking detailed notes, and proving follow-up support to ensure client satisfaction and retention