Joshua Babb

Achieved successful collaboration in building routines and communication strategies with a new partner in the financial wealth space. Cultivated valuable relationships with top advisors, demonstrating how tailored mortgage solutions can optimize client asset retention. Delivered impactful webinars to over 100 attendees, outlining effective strategies for presenting solutions and uncovering potential wins in their business operations.

• Facilitated improved communication between HR professionals and employees regarding mortgage solutions. Delivered tailored mortgage experiences through diverse communication mediums, including phone, email, in-person, and virtual video chat. Produced impactful educational resources such as newsletters, webinars, and videos, significantly enhancing financial literacy in the mortgage industry.

• Oversaw the editing of CSS for partner websites to enhance user experience. Managed SFTP connections with external partners to streamline data transfer. Led the development of Excel reports for leadership presentations and negotiated effectively with third-party vendors.