Maintained relationships for various branches working with bank partners to increase production and meet goals
Managed relationship with Julia B Fee Sothebys in Scarsdale to increase sales percentage
- Analyzed new markets and developed referral networks to locate new loan prospects.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Stayed abreast of lending regulations, industry trends and market rates.
- Collaborated with company teams to increase production and help each branch meet their sales goals.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.