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Originate loans for resale, develop relationships, ensure documentation, respond to requests, and cross-sell products. Maintain accuracy and attention to detail.

Responsible for originating loans, assessing borrowers' creditworthiness, developing referral networks, and ensuring proper loan documentation and pricing.

Outside-facing insurance sales role focused on new business development, community engagement, client risk assessment and product recommendations. Build and maintain client relationships, communicate with account teams and carriers, and meet sales/service responsibilities.