Jose Rodriguez Torres

• Created long lasting relationships with referral partners like: Real Estate Agents, Title Reps, CPAs, ect.
• Door knocked local neighborhoods and pitched homeowners that were entitled to take advantage of refinancing.
• Hosted Open houses with realtor partners in order to answer any client questions and issue pre approvals.

• Worked from home taking warm transfers , completing 1003s and running credit in order to have a full file and open escrow.
• Worked side by side with processors and underwriters in order to meet conditions and get final approvals on files.
• Learned to time manage in order to stay focused and productive while working from home.

• Worked in the direct sales environment speaking to clients across the U.S. I was tasked with building rapport, analyzing the borrower’s financial situation & determining the appropriate product to meet the client’s needs in a fast-paced, high call volume environment.
• Took 7-10 leads on a daily basis and achieved a closing ratio of over 40%
• Funded 33 deals in a month and managed a pipeline of over 100 units.

• Assisted clients open up bank accounts, credit cards and retirement products.
• Demonstrated World Class service to clients by deescalating any customer service issues.

- Promoted all financial products by maintaining excellent service and

building long lasting relationships.

- Achieved consistent recognition as a top banker in my district.

- Constantly referred customers to the Mortgage Banker, Investment Banker

and Private Client Banker to assist customer in all aspects.

- Assisted customers with IRAs, Trusts, Legal and Deceased documents.

- Maintained an organized and detailed contact list to follow up with all my

customers continuously.