Candie Lynn Feurstein

Joined Delco Estate Planning April of 2009 leaving a 20 year banking career. Upon joining Delco Estate Planning Inc. I joined as a marketing and sales support employee and helped the company grow to over 10 million dollar in sales. Delco Estate Planning is a wholesale brokerage company that primary sales is the Irrevocable Funeral Trust product. As the company grew I was rewarded with ownership in the company. Delco Estate Planning was sold on March 21, 2019. I remained with the new owners during transition until June 2022. I am currently licensed agent and work part time.

• Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.
• Hired and managed employees to maximize productivity while training staff on best practices and protocols.
• Identified opportunities to improve business process flows and productivity.
• Streamlined operations by identifying inefficiencies and implementing process improvements.
• Developed strategic plans that aligned with organizational goals, ensuring long-term growth and sustainability.
• Enhanced team cohesion by organizing regular training sessions focused on communication skills and conflict resolution techniques.
• Improved overall company reputation through effective public relations campaigns and corporate social responsibility initiatives.
• Championed employee development programs to enhance skills, increase retention rates, and build a high-performance workforce.
• Cultivated strong relationships with clients, vendors, and partners for mutually beneficial collaborations.
• Achieved significant growth in market share by leading strategic expansions into new geographical territories.
• Interacted well with customers to build connections and nurture relationships.

• Maintained a comprehensive knowledge of current industry trends and regulatory changes to provide expert guidance for clients.
• Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
• Analyzed loan applications and credit reports to determine loan eligibility and risk level.
• Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
• Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
• Collaborated with underwriting teams to ensure smooth loan approval processes, minimizing delays and client dissatisfaction.
• Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
• Addressed and resolved client concerns swiftly, maintaining high levels of customer satisfaction and loyalty.
• Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
• Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.