A highly skilled and seasoned financial professional who works with customers, internal partners and other external professionals in order to achieve a financial transaction which is compliant with internal requirements
meet while meeting the customer's goals. Provide analysis for options available based on an organized and detailed review of documents. Ability to present outcome to various audiences.
Work with customers to help them achieve home ownership goals from pre-qualification through loan closing. Guided customers through process of finding a home loan that met their financial needs. This included evaluating and structuring financing to meet their financial requirements. Worked with realtors, accountants and lawyers in order to get loan funded.
Worked with internal partners in order to comply with necessary requirements in order to fund the loan.
Worked with One Chase Partners to give and receive referrals to branch partners, financial advisors and business bankers.
Develop long term referral sources with realtors, accountants and attorneys.
Presented at first time buyer seminars, realtor continuing education classes, weekly realtor update seminars. Conducted affordable lending classes through non profit agencies.