• Client relationship management and sales to existing and potential borrowers
• Origination of various loan products including conventional, VA, FHA and bond loans
• Daily utilization of cold and warm lead calling to further production
• Direct communication and relationship management with realtors and other production partners to drive business and close deals in six states
• Utilization of CRM data and marketing to increase sales and client satisfaction

Internal Loan Consultant

• Assisted in closing 16.6 units and over $3.98 million in volume per month on average
• Skilled in calculating W2 income, rental income, and self-employed tax-based income
• Direct communication with borrowers and processing teams to increase customer satisfaction
• Multi-channel marketing outreach to previous and prospective clients

Transaction Manager

• Prepared monthly expense report summaries to flow into consolidated financial statements
• Conducted financial analysis of quarterly data for insurance payer funds flow
• Aided in constructing forecasting and budgeting reports for the prior and upcoming year
• Shadowed under The Director of Finance and Marketing Managers

Finance Intern

Find out detailed information about Brooke Welch,  in Capistrano Beach, CA

Brooke Welch: in Capistrano Beach, CA

Brooke Welch

The University of Idaho, College of Business and Economics