Kat Roshan

Oversaw daily branch functions, coordinated training for branch staff, maintained operational efficiency and compliance with policies and regulations, addressed customer inquiries, advocated for and cross-sold bank products and services, and significantly impacted achievement of branch and bank-wide sales and service targets.

• Responsibilities include building strong client relationships based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services. Recommending financial solutions based on each customer's unique goals and needs. Responsible for originating and closing consumer loans/lines of credit, opening accounts, opening and closing the branch. Took numerous classes, and training to learn about the available products so we can make informed decisions tailored for our customers needs. Managed a pipeline of potential customers for potential loans, accounts and other services.

• Inbound and outbound customer service calls providing resolution for servicing needs and inquiries regarding modifications for current borrowers as well as those interested in transitioning to a new servicer. Taking the 1003 application over the phone while discussing qualification for the borrower along with discussing rates and options best suited for their needs. Building deep relationships with current customers and growing a portfolio of new and potential customers by providing excellent customer service with open communication. Licensed mortgage loan originator, NMLS #1848640