Consultant at Saisons Global Consultancy
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Senior Manager - Loan Sales (2-5 yrs)
Sr. Loan Manager
- Development of strategic relationships with realtors, title companies, financial planners, stock brokers, insurance agents, banks, credit unions, attorneys and accountants for referrals.
- Aggressive calling campaign to all ReCasa Financial past, present, future and prequalified rehab loan clients for the purpose of refinancing current personal residence.
- Diligently ask clients for additional prospective client contact information and referral sources.
- Work with ReCasa Financial Regional Managers for introductions to potential clients and referral sources.
- Assess client's financial position to determine the appropriate mortgage product based on analysis of the client's needs and financial situation.
- Coordinate all aspects of the mortgage application process.
- Mine client relationships for direct referrals of mortgage loan opportunities and introductions to centers of influence as listed in item - 1- above.
- Work with manager and/or Senior Management in gathering and tracking all necessary data related to loan originations with objective of determining most cost effective and time efficient way of generating loans.
- Participate in sales meetings or events as necessary.
- Provide marketing ideas and suggestions to supervisor and/or management team.
- Cross-sell other ReCasa Financial products and services as warranted.
- Brokerage of commercial and non-traditional loan opportunities as approved by senior management.
- Must maintain all required licenses and comply with all aspects of ReCasa's Policy Manual and Personnel Handbook.
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