Sentences with phrase «loan sales goals»

Consistently meet and exceeded profits, deposits and loan sales goals as defined by the regional / market / district managers.

KeyHiglights: • Generated more than $ 10 million in core deposits and exceeded more than $ 450,000 in net profit • Surpassed profit, deposit and loan sales goals, actively soliciting the various retail and Bancorp products.

Not exact matches

Pardew had put Evans up for sale because he needed the funds to get a striker in, as the Baggies have been good defensively but awful in the «goals for» column, but Pardew has managed to get Daniel Sturridge in on loan until the summer, and he is very happy about it!

Unless we recruit in these areas, because Wenger clearly does not trust Holding and Chambers in Premier league matches, we will continue to be also rans.As far as I am aware AW sanctions all sales, loans and acquisitions and as such he alone is responsible for the teams performance.The players showed plenty of fighting spirit against Man Utd who were handed their goals on a plate.

The outcry grew louder when, just after Braff easily hit his $ 2 million Kickstarter goal (and then some), Worldview Entertainment appeared on the scene and added millions of dollars to Braff's kitty in the form of gap financing, basically a bridging loan predicated on future foreign sales.

Whether your current priority or long range goals include a loan modification which may consist of but not limited to change of interest rate, change of terms, forbearance agreement, waiver of late charges or change of principal balance, foreclosures, purchase sale agreement for buyer or seller.

EXMO, one of the leading cryptocurrency exchange platforms, is launching a token sale to support the ambitious goal of adding a Margin Loan service to its platform.

Exceeded quality loan requirement by 18 % with fewer than $ 1M in losses annually while meeting all sales goals.

Responsible for achieving quarterly sales goals for personal and business checking, new money deposits, loans, and business partner referrals

Sell clients a full - range of retail products and services, such as deposit accounts, loans, credit cards, safe deposit boxes etc. to meet and exceed established sales goals to support overall district, branch and individual sales objectives

Sample resumes of Mortgage Loan Officers consist of such skills as analyzing clients» financial situations and determining appropriate products based on their specific needs and goals, and proposing loan options in a clear, concise and compelling manner to in order to effectively generate saLoan Officers consist of such skills as analyzing clients» financial situations and determining appropriate products based on their specific needs and goals, and proposing loan options in a clear, concise and compelling manner to in order to effectively generate saloan options in a clear, concise and compelling manner to in order to effectively generate sales.

Achieved all sales goals set for mortgages, loans, and checking accounts - recognized as a top performer within the entire bank organization.

Facilitated in achieving department sales and loan processing and closing goals.

Work with management to desing plans to achieve sales goals, loan quotas and conference referrals.

Achieved sales goals established by manager by direct selling and referred deposit, loan and investment products and services as required.

• 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

Professional Summary Driven mortgage and sales professional effective at maximizing sales opportunities while exceeding corporate performance goals Self - motivated professional closer with effective phone closing techniques Adept at multitasking with the highest degree of professional accuracy Strong aptitude in mortgage analysis, phone Closing and a working knowledge of mortgage loan products and guidelines within the curre...

Professional Duties & Responsibilities Determined client financial goals and created comprehensive investment portfolios Recommended funds, allocation percentages, and risk management products Performed market and investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timely manner

Professional Duties & Responsibilities Recognized sales team leader who consistently exceeds company sales goals Set company sales records and ranked in top 5 % of regional sales representatives Managed, trained, and reviewed sales team offering guidance and best practices Generated significant new business through networking and other sales tactics Provided excellent customer service resulting in significant repeat business Built strong, long - term relationships with clients, piers, and industry leaders Sold loan products to mortgage brokers, Home Equity Lines of Credit, and other items Working knowledge of medical and clinical devices, procedures, and pharmaceuticals Experience and education in clinical science including microbiology and toxicology

Professional Experience JPMorgan Chase (Chicago, IL) 2010 — Present Business Banker • Responsible for cross selling bank products and services to potential and existing customers • Partnered with Retail Lending, Investments, and Treasury staff for holistic client service • Routinely exceeded monthly sales goals increasing YTD branch business revenue by 20 % • Built profitable business relationships resulting in 38 % increase in new business deposits • Ranked in top 10 % in Chicago City market in overall sales production • Secured $ 4 million in business and $ 10 million in consumer loans YTD through 10/2010 • Analyzed business» financial statements and tax returns to recommend appropriate products • Developed sales presentations to secure new clients and deepen existing client relationships

Harris Bank Wilmette (Wilmette, IL) 1992 — 2000 Assistant Vice President / Senior Personal Banker • Consistently exceeded sales goals through effective networking, cold calling, and other tactics • Developed working knowledge of all bank products to provide best possible customer service • Worked with multiple company departments to create holistic client portfolios • Oversaw loan applications, client account opening, closings, and modifications • Ensured bank compliance with all industry and legal regulations, policies, and procedures • Trained banking staff at multiple locations in industry best practices and software operation

• Advise staff of any changes in policy and procedures, allocate resources, plan work schedule and assign work • Train current and new staff members, conduct performance reviews and make recommendations regarding corrective actions and dismissals • Proactively assist departmental manager with scheduling for entire department for various training courses to ensure service level is met • Create and distribute various reports to staff and peers Collector III (September 2007 to present) • Assisted non prime borrowers in bringing their loan current using one of the variety of programs offered customized for individual financial needs • Assisted team manager with maintaining and distributing month end numbers to peers needed for individuals to achieve individual as well as team monthly goal • Proactively created and facilitated various training classes to assist peers with negotiation skills, creating a sense of urgency as well as curing past due mortgage loans • Peer coached Prime and HAD agents on negotiation skills, overcoming objections and handle time Financial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and sales rate

Professional Experience Harris Bank Evanston (Evanston, IL) 2000 — 2009 Vice President / Branch Manager • Managed all aspects of Evanston branch including daily operations and personnel • Hired, trained, scheduled, and supervised staff of 10 tellers, personal bankers, and support staff • Created and implemented employee review, development, and recognition programs • Designed and executed education programs focused on banking and service best practices • Oversaw teller line, mortgage, consumer loan, and commercial banking departments • Consistently exceeded financial goals through effective sales, marketing, and management • Awarded Harris Bank Outstanding Sales Award for setting company best in product sales • Delivered excellent customer service resulting in client satisfaction and repeat business • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operasales, marketing, and management • Awarded Harris Bank Outstanding Sales Award for setting company best in product sales • Delivered excellent customer service resulting in client satisfaction and repeat business • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operaSales Award for setting company best in product sales • Delivered excellent customer service resulting in client satisfaction and repeat business • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operasales • Delivered excellent customer service resulting in client satisfaction and repeat business • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operations

Key Highlights: • Achieved performance goals by bringing in $ 3M of business loans and $ 2M in home equity and mortgage sales per year.

Lenders who embrace the opportunity to effectively integrate best of breed technologies from first borrower conversation to post closing will gain market - share and improve loan pull through by providing the financial quality required and exceeding the goals of the CFPB intention at every stage in the mortgage sales process.