Zachary Green

• Assisted clients in property searches, focusing on their specific needs and preferences.
• Facilitated property showings, providing detailed information and answering client inquiries.
• Conducted market research to identify emerging trends and competitive pricing strategies.
• Prepared and presented property listings using relevant marketing platforms and tools.
• Conducted property research to identify investment opportunities aligned with client needs.
• Assisted clients in navigating the buying process, ensuring clarity and transparency.

• Evaluated loan applications to determine eligibility based on SBA guidelines.
• Conduct preliminary review of assorted loan servicing applications (including release of collateral, change of ownership, hardship accommodation, fraud etc.) for document accuracy and required supporting
• Triage incoming email correspondence to address requests and concerns related to Covid-19 economic injury disaster loans
• Utilize a variety of government computer systems to research customer inquiries, record call activity and prepare appropriate forms and letters
• Respond to borrowers and stakeholders pertaining to their loans
• Investigate to prevent fraud and misinformation from applicants

• Generated revenue by identifying and engaging potential clients in

Conducted outbound calls to potential prospects, securing meetings for self-generated and inbound leads.

• Outbound calling to potential prospects. Set meetings for both self-generated leads and inbound leads.
• Complete full sales cycles from prospecting to quoting and closing new business.