Stetson Honig

Fostered strong customer relationships by delivering timely information and tailored recommendations, enhancing customer satisfaction and loyalty.

• Empowered employees to meet sales targets through coaching and support, ensuring alignment with high-quality customer service standards.
• Led a weekly regional banker sales call to consistently meet retention, profit, customer experience, and lending objectives.
• Ensured compliance with banking regulations and internal policies through diligent oversight.
• Engaged with community through events to raise awareness of banking services, strengthening local presence and customer base.

• Originating and maintaining consumer, commercial, and mortgage loans of various sizes for a portfolio of 150+ customers
• Obtained, verified, and analyzed applicants’ credit histories, financial statements, and other financial information to assess loan feasibility
• Cultivated and maintained relationships with real estate agents, closing agents, appraisers, financial planners, and clients to facilitate smooth loan processes