Daniel Green

Provides clients with guidance and advice to uncover their lending and financial needs and matches them to our lending and banking solutions. Assigned to a financial center and partners closely with financial center employees as part of one team that delivers exceptional client care. Uncovers the lending and service needs of clients, including their personal banking needs, by leveraging defined lending processes and tools and structuring loans to meet guidelines and entering them accurately. Originates multiple lending products including retail mortgage loans.

• Educated clients on potential risks and rewards associated with mortgage loans
• Enhanced client satisfaction by providing tailored solutions and personalized advice.
• Developed and maintained strong relationships with key stakeholders, ensuring smooth project collaboration and timely delivery.
• Originated first mortgages and home equity lines of credit

• Implemented innovative marketing strategies to attract new clients and grow existing customer base.
• Analyzed potential risks and evaluated loan products to identify suitable options for customers.
• Identified opportunities to cross-sell and upsell loan products to customers.
• Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.

• Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
• Compiled database of loan applicants' credit histories, financial statements and other financial information.
• Researched and updated industry knowledge on changing legislation and regulations.
• Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.