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Develop loan business; provide superior level of customer relations, and promote a sales and service culture. Achieve individual and branch sales goals through new business sales, referrals, and retention of account relationships.
•	Source potential mortgage loan customers inside and outside the assigned branch and recommend appropriate product based on specific needs. Engage in marketing and promotional activities in support of sales.
•	Obtain credit information and other necessary documentation for the loan application process.
•	Analyze and complete initial pre-qualification based on the information provided by the customer.
•	Obtain and analyze appraisals, credit reports, and financial statements.
•	Main point of contact with the customer in the whole process, from the origination to the closing.
•	Be up to date and informed of market and competitor's developments, rates, products and services.
•	Ensure full compliance with company policies and procedures, Bank Secrecy Act(BSA),fin

Executive Mortgage Banker

Mortgage Sales Representative

Achieve store sales goals by customer service.
Exceeding sales expectations.
Execute store inventory, Receive & transfer merchandise.

Sales Representative

Achieve sales goals by creating strategies to acquire new customers.
Develop new business proposals based on competitive analysis.
Continuously prospects key costumers accounts and give them plans alternatives based on needs.
Participate in special sales promotions to increase brand awareness and increment sales.

Find out detailed information about Yeshua Ortiz,  in North Lauderdale, FL

Yeshua Ortiz: in North Lauderdale, FL

Yeshua Ortiz

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