Sentences with phrase «personal loan service referral»
Home > Financial Services > Earnest Student Loan Refinancing and Personal Loan Service Referral Program — $ 200 Bonus
https://www.maximizingmoney.com/ Not exact matches
Please feel free to share your Laurel Road referral links and experiences with using their service for refinancing and consolidating student loans, taking out personal loans, or getting a home mortgage in the comments below this article.
• Provide full range of financial services to clients based on evaluation of their financial needs • Devise and implement strategies to enhance loan selling • Fulfill daily, weekly and monthly sale targets and referral goals • Maintain highest standards of customer services, personal banking and SAFE mortgage Licensing requirements • Identify cross-sell opportunities and use the same proactively • Determine customer's financial needs and offer them with appropriate schemes and packages
Proficient in the sales and service of personal deposits, personal loans, investment and mortgage referrals.
Provided customer - centric service and support, brokerage accounts, IRAs, lines of credit and personal loans, and made referrals to organizational partners as needed.