Ryan Buchanan Email & Phone Number

Rochester, New York Metropolitan Area

Rochester, New York Area

• Maintain full responsibility for the loan modification program and loan assumption program
• Collect and review applications, originating appropriate modification documents, and working with our 3rd party servicer to modify the original note
• Responsible for training all managers and sales associates on current loan saver programs
• Originating appropriate loan documents, verifying status of the old loan, researching taxes and escrow
• Responsible for escrows analysis on transferable loans. Informs management of trends/analysis relative to modification/assumption issues in order to reduce company expenses and liability
• Prepares daily, weekly and/or monthly reports on the status of assigned responsibilities

Denver, Colorado, United States

• Seek out new clients and developed clientele by networking to find new customers and generate lists of prospective clients
• Call on policyholders to deliver and explain changes in their policy, to analyze insurance programs and suggest additions or changes, or to change beneficiaries
• Ensure that the policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
• Provide excellent customer service to existing and potential clients

Greater Denver Area

• Building individual member relationships
• Accurately & timely processing of transactions, being the first point of contact in most instances and referring members to the appropriate area based on needs, recognize opportunities to provide solutions for members'.
• Develop business protocols, assist branch managers with training new employees, maintain the branch budget, and act as assistant branch manager
• Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals
• Built client rapport to ensure consistent satisfaction and loyalty

Longmont

Broomfield