Joshua Taggart

Partner Capital Loans

• Reconciled multiple accounts, successfully identifying and applying over $15 million in payments across 23 partner firms.
• Developed and implemented a streamlined payment processing system, resulting in 8 consecutive months of accurate payment records.
• Led invoicing process improvements for Q3, ensuring timely invoice distribution to all partner firms.
• Monitored and reconciled over 500 past-due loan balances through diligent oversight of loan reports.
• Addressed daily inquiries from partner firms related to payments, invoicing, and customer maintenance.
• Conducted weekly meetings with payment processing partners, enhancing team expectations and improving processing times.

Direct Relationship Team

• Researched and referred clients making daily deposits exceeding $1 million.
• Monitored accounts with overdrafts in the past 30 days to ensure prompt resolution.
• Monitored and referred new to bank clients with expectations of bringing in $250k in deposits to the wealth centers.
• Managed the teams playbook due to the constant changes in the business.

Mortgage Sales

• Contributed to business development for Team Ritchie.
• Established over 50 new relationships with real estate agents.
• Assisted in acquiring more than 10 new mortgage clients, with an average loan amount of $2 million.
• Monitored the loan pipeline daily to enhance our loan journey experience.
• Managed the creation of HSBC marketing materials for open houses.
• Collaborated with underwriting teams to obtain accurate information, ensuring seamless mortgage transactions.
• Provided exceptional customer service throughout the entire mortgage process, resulting in repeat business and client referrals.

Contact Center

• Analyzed key performance metrics to identify areas of improvement and implement targeted action plans.
• Led successful cross-functional initiatives for continuous improvement in the contact center environment.

• US Mortgage
• Sorted client data for newsletters
• Reworked Premier Mortgage Consultant webpages
• Entered weekly marketing price data
• Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.

• Take orders and bring food to tables
• Working together as a team with others in the restaurant
• Prepare and clean the dining room before and after the restaurant opens/closes

• Maintained a clean and orderly environment
• Verify and stock product
• Cleaning around the warehouse
• Delivering products to clients
• Put together orders for pickup