Kimberly Trainor

• Complied with established internal controls and policies.
• Performed routine originations, processing and closing. Maintained clean, accurate real estate loan files.
• Established referral partners inside and outside of bank.
• Developed strategic plans to develop new business opportunities in areas I serve.
• Work closely with Attorneys, closing agents, Realtors, Accountants and financial planners.

• Explained different types of loans pertaining to client situations.
• Worked with underwriters to fix application problems and resolve issues.
• Reviewed loan files and updated to match current standards.
• Fielded customer complaints and provided solutions.
• Oversaw scheduling of timely loan closing to satisfy clients and referral partners.
• Implemented sales strategies that established relationships with realtors and CPAs.

Evaluated client financial positions and identified most appropriate banking products.

• Located and pre-qualified customers for mortgages.
• Produced and executed loan packages.
• Networked with realtors and current clients to generate referrals.
• Explained different types of loans pertaining to client situations.
• Oversaw scheduling of timely loan closing to satisfy all parties needs.
• Evaluated client financial positions and identified most appropriate banking products
• Located and pre-qualified customers for mortgages
• Networked with realtors and current clients to generate referrals
• Implemented sales strategies that established relationships with realtors and CPAs
• Closed Hundreds of transactions per year in excess of $10-$20 Million.
• Closed one Hundred transactions per year worth in excess of Twenty Million