Anthony Bowling

• Spoke with high net worth individuals to present investment opportunity
• Explained intricate details of the market landscape and our provided solutions.
• Engaged with approximately 250 investors through daily cold calls.
• Secured funding of $750,000 for the organization.

• Generated leads through neighborhood canvassing.
• Developed customized solutions and savings reports for customers.
• Ensured project completion by supplying essential documents in coordination with the project manager.

Developed a steady pipeline of prospects.

• Funded $3 million in refinancing volume in first two months by leveraging FHA and Conventional guidelines knowledge.
• Calculated income and provided fully documented loans

• Engaged with clients to find mortgage solutions to their financing goals, assisted CEO (Realtor) with marketing and providing his clients with assistance on mortgage financing
• Maintained strict confidentiality of bank records and client information.
• Submitted loan applications to underwriter for verification and recommendations.
• Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.

• Assisted clients with tailoring life insurance that protected their families, used a CRM to purchase and manage leads, produced 40k in premium first 4 months of employment
• Analyzed clients'' financial goals and objectives to recommend appropriate life insurance products that aligned with their needs, maximizing policyholder satisfaction.
• Expanded referral network through participation in community events, networking groups, and strategic partnerships with related professionals such as financial advisors or estate planners.

• Led multiple teams specializing in high-end audio equipment.
• Created compelling campaigns for in-home media equipment.
• Collaborated with CEO on marketing initiatives.