Cheri Maloney

• Negotiated terms and conditions of loan agreements with borrowers.
• Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
• Developed relationships with real estate agents, builders and other referral sources in order to generate business leads.
• Monitored customer accounts throughout the life cycle of each loan transaction.
• Ensured compliance with all federal, state and local regulations related to mortgage lending.
• Educated customers on various aspects of mortgage financing options available.
• Reviewed appraisals to ensure accuracy and completeness prior to submission to underwriting department.
• Maintained current knowledge of secondary market trends, government programs and other available financing sources.
• Interacted with title companies, attorneys, surveyors and other third parties involved in the loan process.

Job description is the same as with Primary Residential Mortgage.

• Processed orders promptly while adhering to regulations set by FINRA and SEC.
• Provided information on investment products such as stocks, mutual funds, bonds, and ETFs.
• Generated daily reports summarizing changes in market prices or trade volumes.
• Monitored the markets and advised clients of potential opportunities or risks.
• Ensured compliance with all regulatory requirements when executing trades.
• Responded quickly to customer inquiries regarding investment options, account balances.