and a designated underwriter to oversee work. Focus on new loan originations while processors work on the loan. Ensure 14-day... client relationships.** Experience with CRM/CMS systems, preferably HubSpot.** Ability to make sound judgments on credit...
allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market. 4... Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. 4. Completion...