Sheridan Gillis

• Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
• Assessed clients' financial data to determine loan suitability.
• Presented, explained and processed home loan documents to borrowers.
• Advised clients on loan process and specialized topics in home purchasing, with a specific focus on our Union Plus Mortgage Program
• Daily networked with realtors, union representatives, builders, etc.
• Presented Wells Fargo programs in realtor meetings and AFL-CIO union meetings
• Worked with underwriters to fix application problems and resolve issues.
• Reviewed loan files and updated to match current standards.

Door to door roofing sales representative with a developing role as a Business Development Officer. Performed roof and exterior home damage inspections and:

• Strategized with sales team to prospect and qualify potential customers within assigned geographic territories.
• Collaborated with sales and marketing departments to support business objectives and client acquisition.
• Negotiated and closed long-term agreements with new clients in assigned territory.
• Built relationships with colleagues to facilitate teamwork, cooperation and success.
• Delivered campaigns to solidify new client opportunities and generate new business.
• Exceeded sales quotas and increased profitability through effective sales strategy and business planning.

Actively develops new business and expands existing client relationships. Assesses and handles customers' banking needs, obtaining and processing customer account information and opening bank deposit, loan products and services. Proactively generates qualified referrals to Financial Advisors, Business Specialists and other partners. Handles complex customer service issues and converts the service opportunities into sales events and deeper relationships. Effectively originates financial plans for clients and work with my team to provide them with the full value of the bank.

Proficiently performed loan interviewing.

Directed the necessary loan credit investigations and used the Credit Guide Scoring System to obtain credit reports and help evaluate loan applications.
Originated, underwrote and cross-sold Landmark products such as second mortgages, credit cards, savings and checking accounts, credit life and disability back-end products.

Assisted members with credit repair and developed long-term customer relationships.
Answered members’ phone inquiries regarding services, accounts and other issues in a high-volume call-center environment while performing other duties as requested.

Actively partnered with LCU partners as needed.
Educated members on the use of available automated systems in order to reduce the number of calls and sets them up for such services.
Performed other duties such as ATM machine and debit card balancing for the credit union.