Rachael Lanzman

Respond to all incoming leads in a timely manner -Attract new mortgage loan applications by developing relationships within the community and business professionals -Update job knowledge by ...

Complete funding consultation to gather key information about an account, its funding needs/challenges, and project goals Working closely with Sales, provide funding assistance to accounts...

Build financial security plan to help my clients achieve short term and long term goals Discuss wealth creation, insurance protection and estate planning Regularly review financials plans...

Collected, processed and analyzed sales data Prepared sales reports for the management Organized and kept up to date sales related documentation Provided administrative support to the sa...

Provided clients with tailored plans and counseling for the purpose of meeting there needs Ensured that clients recieved the best possible rates for the mortgage they wanted Provided inno...

As one of the senior advice providers in the branch, I understood the banking and financial needs of my customers, and provided appropriate advice and recommendations.My role was the primary...