Terrence Stephens Email & Phone Number

Accountable for managing a sales territory or strategic plans to achieve sales goals and strategic objectives by cultivating new client relationships and closing sales. Initiates and maintains mutually beneficial business relationships in order to grow membership and drive margin. Implements new sales plans and effective marketing strategies and position.

Southern CA

Responsible for designing, creating, and delivering marketing programs to support the growth and expansion of personal and commercial lines products and services. Develop and communicate sales presentations and reports based on information collected such as marketing trends, competition, new products, and pricing.

Lake Forest CA

Perform manual underwriting of personal loans in accordance with company policies and procedures.- Review and verify financial documents such as pay stubs, W2, 1099's, tax returns, bank statements, etc.- Responsible for decision quality and manufacturing quality of all loans within the division- Communicate to customers regarding additional requirements.

Atlanta Ga

UPS Capital, the financial services business unit of UPS, offers products and services that can help enhance cash flow, manage trade risk and facilitate international trade. Coupled with UPS's global resources, we can provide value that traditional lenders cannot. UPS synchronizes the flow of goods, information and funds to help your business achieve.

Laguna Hills Ca

Underwrote basic/complex loans ensuring compliance with company standards for the Treasury Bank portfolio. Assisted underwriting staff with research and analysis for larger and more complex loans. Responsible for running automated underwriting systems to generate conditional approvals on all loans with level III signing authority. Reviewed.

Culver City

Processed and Underwrote loan files for all types of loans, from point of application through submission to underwriting. Gathered all information and documentation required per loan program description. Reviewed title/ survey for discrepancies. Checked files for completeness of residential loan application, proper compliance disclosures, and underwriting.