
My Goals Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions. Drive business development initiatives to expand the client base and increase revenue. Utilize Salesforce to track sales activities, manage leads, and forecast future opportunities. Lead warm calling campaigns to generate new leads and convert prospects into clients. Collaborate with the sales team to strategize on account management approaches and achieve collective goals
Loan processing
Loan underwriting
Office management
Payroll
Hr
Marketing