Solar Brokerage

We are a full services Independent Escrow company.

We specialize in Residential mortgage and Commerical loans.

-Identified areas for expansion by analyzing market, consumer trends, and competition.-Met with prospective agents to present company offerings, discuss products, andshowcase service solutions.-Created culture focused on customer service and satisfaction, resulting in improved agentloyalty and retention.-Served as chief operating officer for policies, operations, productivity, and quality.

-Demonstrated top-notch communication skills daily in interactions with management, staff, and Clients.-Supervised and coordinated work of agents and office staff.-Administered office budget without overage using excellent cost control and prioritizing skills.-Identified and closed agents skill gaps by assessing work, retraining, and coaching on improvement strategies.

-Worked with internal staff to develop proposals for business services and product sales.-Managed professional sales process, including generating new business, presenting products, and closing consistent sales.-Engaged customers to quickly identify needs, negotiate contracts and close sales.-Resolved customer complaints regarding sales and service.

-Oversaw maintenance and retention of existing accounts and opportunities to upsell.-Enforced sound procedures to maintain adequate control of and secure business assets.-Planned and coordinated process improvements and new initiatives, including introduction of new products and services.-Evaluated applications for loans and income qualification to determine whether customers were suitable candidates for the desired product.

-Reported on financial and operational condition of company and results of growth initiatives.-Monitored exiting loan portfolio financial covenants and requirements.-Handled renewals for Commercial and Commerical Real Estate loans.-Prepared quarterly Economic/Markets update reports to the Senior Management and the Board.

-Provided adequate department training in relation to processing, closing, booking, funding, and servicing loans to ensure completeness, accuracy and compliance with loan policy.-Assisted Chief Credit Officer in preparing various audit reports to meet compliance requirements.-Ensured all department procedures are compliance with objectives and guidelines of the department and delivery of service meets or exceeds management requirements.

-Compiled the complete credit and financial statements for each applicant as part of the application processes.-Monitored pipeline by communicating with underwriters and processors.-Handled new commercial loans closing, funding and boarding.-Prepared and reviewed loan documentation adhered to bank policy and laws and regulations.

-Generated daily financial reports to inform management regarding 1031 and large deposits data associated with volatility and risk Management.-Assisted accounting personnel with data entry and invoice reconciliation.-Conducted research, assembled and analyzed data, and submitted reports and documents.

-Helped customers understand available services and select best bank product, such as deposit account or investment strategy.-Investigated and resolved customers' account errors, correcting bank records and eliminating discrepancies.-Supported the teller team by helping with advanced customers and stepping in during busy periods to manage the customer flow.