Experience

United Property Associates

• Real Estate
• 1 - 100 Employee

• Association Manager

  • Sep 2020 - Present



1st Advantage Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• MSR II

  • Oct 2017 - Sep 2020



Fulton Bank

• United States
• Banking
• 700 & Above Employee

• Banker

  • Jan 2016 - Sep 2017

  Responsible for the sales of products and services by using consultative sales methods to identify and qualify new and existing customers for various products and services. - Assists in the coordination of branch direct mail and telemarketing initiatives to maximize sales opportunities. - Building and maintaining customer relationships by frequent follow ups to ensure their satisfaction. - Open new accounts and cross sell other bank products as appropriate - Provide ongoing support to customers with detailed information about bank products and services - Accept consumer loan applications, complete loan documents and handle closing.



Community Loans of America

• United States
• Financial Services
• 200 - 300 Employee

• Branch Manager

  • May 2014 - Dec 2015

  Increase store profitability through customer relationship development, community involvement, marketing and building new business sources - Accurately determine loan values based off of a comprehensive appraisal - Coach, lead and develop all team members to maximize their performance potential - Direct, prioritize, delegate and supervise the work of all employees - Collaborate on recruitment efforts for position openings - Interview and hire qualified candidates, as well as train current staff on company policies and operational procedures - Prepare and analyze company reports and communicate information as necessary to various levels of management



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Senior Relationship Banker

  • Oct 2012 - Mar 2015

  - Set appointments and meetings with clients, business owners, and prospectsEstablish and maintain relationships with individual and business customers. - Open new accounts and cross sell other bank products as appropriate - Accept consumer loan applications, complete loan documents and handle closing. - Analyze financial information from clients to determine objectives and implement financial planning recommendations. - Routinely follow-up with clients with regards to their accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.



BB&T

• United States
• Financial Services
• 700 & Above Employee

• Senior Relationship Banker

  • Apr 2008 - Aug 2012

  Building and maintaining customer relationships by frequent follow ups to ensure their satisfaction. - Open new accounts and cross sell other bank products as appropriate - Provide ongoing support to customers with detailed information about bank products and services - Accept consumer loan applications, complete loan documents and handle closing. - Analyze financial information from clients to determine objectives and implement financial planning recommendations Building and maintaining customer relationships by frequent follow ups to ensure their satisfaction. - Open new accounts and cross sell other bank products as appropriate - Provide ongoing support to customers with detailed information about bank products and services - Accept consumer loan applications, complete loan documents and handle closing. - Analyze financial information from clients to determine objectives and implement financial planning recommendations



Washington Mutal

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Loan Officer

  • Feb 2007 - Mar 2008

  Meet with applicants to obtain information for loan applications and to answer questions about the process. - Consulted with customers on loan and credit options that were available - Routinely schedule meetings with point of contacts for networking opportunities - Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. - Approve loans within specified limits, and/ or referred loan applications outside those limits to management for approval/recommendations. - Review and update credit information, customer documentation and loan agreements to ensure the applications are complete and accurate according to policy. - Meet and Greet potential prospects at "Open Houses" - Attend loan closings with customers



Home1st Lending, LLC | NMLS #1418

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Broker

  • Nov 2005 - Feb 2007

  Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. - Consult with applicants on various loans options and terms of those services. Submit loan applications with recommendation for underwriting approval. - Assemble and compile documents for loan closings - Verify and examine information and accuracy of loan application and closing documents - Market bank products to individuals and firms, promoting bank services that may meet customers' needs. - Stay abreast of new types of loans and other financial services and products to better meet customers needs - Routinely schedule meetings with point of contacts for networking opportunities - Schedule and conduct closings of mortgage transactions.