Originated residential mortgage loan products thru direct sales to potential Capital One customers. (NY, CT, NJ, DE, MD, VA, DC, LA, TX)
- Consulted with borrowers to ensure the best loan product match to meet their needs and financial circumstances based upon income, assets, credit history and collateral.
- Communicated with all loan partners to expedite timely closings while protecting risk to lender and investors.
- Generated 100+ prospects monthly to qualify for purchase and refinance transactions and to cultivate into customers for other bank products.
- Developed professional partnerships with Capital One Relationship Bankers to ensure high percentage of retention of existing customers, as well as to expand new customer base.
- Originated residential mortgage loans, including document collection, locking interest rates and educating borrowers on terms and conditions of programs.