Minda Labitad

Proactively solicits new residential mortgage business.

Aggressive cold calling and marketing to secure new business.

Market to and work directly with Real Estate professionals to gain purchase transaction.

Participated actively in networking events to enhance industry knowledge and establish valuable connections.

Build trust among clients by maintaining confidentiality and professionalism throughout the loan process.

Respond to customer inquiries and referrals that are generated from both self-sourced contacts and from other Fremont Bank business channels.

Ensure exceptional customer service by maintaining thorough knowledge of lending programs,policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements.

Proactively solicits new residential mortgage business and sells Bank of America mortgage products to established loan quality and production goals.

Evaluates loan applications and documentation by informing applicant of additional requirements

Maintains customer confidence by keeping loan information confidential.

• Facilitated mortgage application processes, ensuring compliance with industry regulations and company policies.
• Evaluated client financial profiles to recommend suitable loan products tailored to individual needs.
• Streamlined communication between clients and underwriting teams to enhance processing efficiency.
• Respond to customer inquiries and referrals that are generated from both self-sourced contacts and from other Wells Fargo business channels.

Aggressive cold calling, research and marketing, and outside to secure new business.

Market directly with Real Estate professionals to gain purchase transactions.

Call potential clients in order to expand their own customer base

Interview prospective clients to get information about their financial resources and discuss existing coverage

Handle policy renewals

Analyze clients' current insurance policy and suggest additional or other changes

Customize insurance programs to fit to individual need

• Supervised daily operations of teller staff, ensuring compliance with banking regulations and policies.
• Trained and mentored new tellers, fostering a culture of excellence and customer service.
• Implemented process improvements, enhancing transaction efficiency and reducing customer wait times.
• Conducted regular performance evaluations, providing constructive feedback to optimize team effectiveness.
• Managed cash flow and balanced teller drawers, maintaining accuracy in financial transactions.
• Processed everyday in-branch duties: accepted retail and commercial checking and savings deposits, process loan payment, negotiated checks and savings withdrawals, balanced daily, controlled access to safe deposits boxes, and associated with opening and closing procedures