- Served as a liaison between fulfillment and the client to deliver exceptional client care - Supported lending specialists by completing tasks such as gathering additional documentation from clients - Collaborated with external vendors and internal colleagues to streamline and close transactions on time - Displayed time management and organizational skills by maintaining a pipeline of 30 plus loans - Demonstrated effective communication and relationship building skills by being a point of contact for the client throughout the process

- 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