Gladys Lozano

As an Associate Relationship Manager

• Develop loan packages and make recommendations by analyzing size, structure, and conducting approval assessments.
• Become familiar with your clients and their business to understand and act on their needs.
• Finding solutions for best interest on both parties.
  
  
  

• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
• Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
• Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
• Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
• Call clients to ensure the Bank is meeting their standards and inform on products we offer.
• assist with monthly audits to ensure everything is within policy and bank standards.

• Evaluate property and create a powerpoint on the property analysis , market and submarket overview,
  amenities, NOI etc.
• Present property overview to potential buyers.
• Research market and surroundings for property purchase.
• Research area statistics to provide the most accurate data to potential buyers.

• Explain company personnel policies, benefits, and procedures to employees or job applicants.
• Process and review employment applications to evaluate qualifications or eligibility of applicants.
• Interview job applicants to obtain and verify information used to screen and evaluate them.
• Mentor new hires through the licensing process, including obtaining study course, schedule state licensing exam and get a background check.
• Follow up on license approvals with the state and employment applications