- Assessed assets, income and debts to determine client financial standing and liability risk to pre-qualify clients and offer pricing information
- Strong problem-solving skills and an interest in finding solutions for clients with unique situations such as low credit and complex income
- Advised clients on different loan products including but not limited to FHA, interest only, cash-out refinance and home equity line of credit
- Worked as a member of a team of three whose production was within the top 1% of the country year-over-year which correlated to over $200 million in funding for the calendar year of 2021
- Established relationships with current clients and realtors that served as a recurring source of referrals for new opportunities
- Used Salesforce to organize and track new leads