Assisted the Vice President of Direct Lending manage and train their team of 10 or more new loan officers. As well as perform the duties of an Executive Banker, while managing my pipeline of existing clients.

Prospected potential clients based on database information and inbound leads, both in-bound calls and internet data. Qualified clients, negotiated loan terms, and oversaw the loan process from initial application to funding of the loan.

Made outbound cold calls on an automated dialing system, qualified and transferred potential clients to the senior banking team.

I worked as a contractor for our clients working on a variety of jobs from database or inventory management, pitching specialized software's to our clients customers, implementing remote order systems, even assisting in the supervision of an office move.

Maintaining relationships with current customers as well as generating new business in the Orange County, CA area.