Tricia Harmon Email and Phone Number

-Plan meetings and client interface at conferences-Client relations-Learn clients’ needs and address them and propose solutions to issues facing clients-Create and maintain reports within Salesforce for pipeline reporting and tracking-Maintain SharePoint site for Mortgage Finance Group-Work with legal department and clients on creating and revising security agreements-Track and bill fees to clients-Prepare procedures and job aids-Work extensively with clients to activate their warehouse lines of credits-Schedule due-diligence visits-Train and support clients on use of company software.