Stephen Bamberski
LanghorneYardley,PA
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and increase cross sell opportunities. Adept at understanding customer needs to recommend appropriate banking products. Extensive real estate knowledge and success in client education. Adept at mathematical accuracy and following financial regulations.
Overview
19
19
years of professional experience
Work History
Loan Officer
Univest Bank
04.2022 - Current
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Cross-sold bank products and services to meet customer needs and provide options.
Loan Officer
Santander
01.2008 - 04.2022
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Cross-sold bank products and services to meet customer needs and provide options.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Wholesale Account Executive
National City
01.2005 - 12.2007
- Communicated with major accounts regularly to review current business and grow sales.
- Traveled throughout assigned territory to visit current customers and prospect for new business.
- Investigated and resolved customer issues and complaints to retain customer business and preserve relationships.
- Fostered long-term relationships with customers to earn repeat business and encourage referrals.
Education
Economics
Holy Family University
PhiladelphiaHigh School Diploma -
Archbishop Ryan HS
Philadelphia06.1980
Skills
- Relationship Selling
- Sales Development
- Residential Mortgage Lending Regulations
- Regulatory Compliance
- Product Knowledge
- Interpersonal Skills
- Credit Analysis
- Cross-selling Abilities
Timeline
Loan Officer
Univest Bank
04.2022 - Current
Loan Officer
Santander
01.2008 - 04.2022
Wholesale Account Executive
National City
01.2005 - 12.2007
Economics
Holy Family University
High School Diploma -
Archbishop Ryan HS
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