Tim Harris Jr. Email and Phone Number

CRA/Community development

CRA/Community Development

Assisted in administering and facilitating the bank’s CRA programs to consistently meet the individual’s credit needs.▪ Ensured proper compliance with CRA regulations by strictly monitoring the bank’s performance.▪ Implemented effective approaches to resolve all emerging conflicts and other CRA related issues

Thoroughly analyzes customer’s financial details to recommend a suitable product that best fits their needs.▪ Professionally address and resolves customer’s inquiries and complaints, executing effective and timely resolutions.▪ Process loan applications ensuring all necessary documents and information are complete and accurate.In-depth Product Knowledge▪ Educate both existing and prospective customers regarding the company’s loan products and other offerings, providing the best available options to ensure all their requirements are met

Identified the customer’s specific needs by building positive relationships to effectively provide the appropriate mortgage loan products that best fits them and educating them on the entire processes.▪ Established close working relationships with referral sources to consistently generate prospective leads.▪ Oversaw various operational activities, including but not limited to monitoring loan pipelines, preparing sales production reports, attending sales meetings, and spearheading multiple educational courses/seminars annually such as first-time home buyers’ workshop and financial education seminar.▪ Held liable for the preparation and processing of all loan applications as well as the required disclosures in accordance with bank standards and policies, ensuring prompt and accurate loan closing