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Wellby Financial

Relationship Specialist

2 Months AgoSaved
In-Office
Sugar Land, TX, USA
Mid level
Mid level
Financial Services
Proactively engage members via high-volume outbound outreach to uncover financial needs, recommend advisory lending and deposit solutions, and originate home equity loans/HELOCs. Complete compliant applications, resolve issues, meet branch production targets, and maintain NMLS registration and FiCEP certification while delivering high-quality member service.
Top Skills: MS OfficeMicrosoft TeamsZoom Video Communications
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