Product Development:
– Creating lending programs (construction programs, purchase + improvement, Govt. programs)
– Seeking and creating opportunities to increase business volume
– Helping clients visualize and express their mission through their product(s)
Business Development:
– Connecting clients to vendors to increase volume of business
– Sales tips & techniques (is the client seeing results of current efforts to build a business?)
Education:
– Creating customized courses (RE community, potential home buyers, etc.) for clients to offer
– Internal education for both team members and departments on all things lending-related
Internal Assistance:
– Evaluation of client’s dept./operations
– Underwriting/processing needs
– Staff training
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