Highly experienced licensing specialist in many arenas of finance. Most notably home loans. I’ve demonstrated a 37 year ability to decipher ones true financial needs analysis & with prudence suggest the most pragmatic, beneficial advice and/or products most suited to client. As a professional I’ve always felt it incumbent upon me to listen intently to what a client is really trying to tell you as we all have two ears and 1 mouth. As such & if wise we should do double the listening. It’s of paramount importance for me to take great notes as anybody can input the after appt info into a software program. As any consummate professional your only as good as the overall information your inputting with the Real life concerns, thoughts & objectives the client has just conveyed to you. I’ve enhanced my listening skills over time and I would believe this interactive would be my best quality. My range & depth of clients speak for itself. My accessibility is as consistent as my work ethic. Closing out a home loan & putting a smile on an individual or family’s face is very rewarding & good energy for all. Integrity would be the single greatest measure of another & I remind myself of that everyday. It takes character & integrity to have staying power in life both professionally & personally. Simply put; I love what I do, am very good at it & love helping people.
States California – DFPI
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