• Educate Medicare-eligible clients on Medicare Advantage, Medicare Supplement, and Prescription Drug plans. • Help clients make informed decisions based on their individual needs. • Work independently, set your own schedules, and sell in the field, telephonically, or both.

• Originate Loan Application through referral sources • Increase loan production of the region, in alignment with corporate objectives and targets • Develop, support, train and mentor a team of loan officers • Facilitate ongoing training sessions for Loan Officers and other branch personnel • Review score cards and production reports, identify areas for improvement to optimize business performance • Monitor and develop KPI’s for team • Educate team on new loan programs, terms, and rates available, ensuring they make informed decisions to best serve their customers • Advise and assist Loan Officers on company policies and procedures as well as compliance requirements, ensuring adherence to regulatory standards and best practices • Collaborate with internal teams to expedite loan processing and ensure timely closings. • Maintain confidentiality and security of client information at all times, adhering to strict privacy policies • Cultivate lasting relationships with clients by delivering exceptional service • Stay abreast of industry trends, market conditions, and regulatory changes to provide accurate and up-to-date guidance to your team • Participate in business development initiatives, networking events, and community endeavors to enhance visibility and generate new business prospects.

• Originate Loan Application through referral sources • Increase loan production of the region, in alignment with corporate objectives and targets • Develop, support, train and mentor a team of loan officers • Facilitate on-going training sessions for Loan Officers and other branch personnel • Review score cards and production reports, identify areas for improvement to optimize business performance • Monitor and develop KPI’s for team • Educate team on new loan programs, terms, and rates available, ensuring they make informed decisions to best serve their customers • Advise and assist Loan Officers on company policies and procedures as well as compliance requirements, ensuring adherence to regulatory standards and best practices • Collaborate with internal teams, to expedite loan processing and ensure timely closings. • Maintain confidentiality and security of client information at all times, adhering to strict privacy policies • Cultivate lasting relationships with clients by delivering exceptional service • Stay abreast of industry trends, market conditions, and regulatory changes to provide accurate and up-to-date guidance to your team • Participate in business development initiatives, networking events, and community endeavors to enhance visibility and generate new business prospects.

• Engage with clients to understand their financial objectives and guide them through the mortgage application process with attention to detail • Assess client financial profiles, including income, credit history, and debt obligations, to determine eligibility and recommend suitable loan options • Supervise, train and mentor a high-performing team of Mortgage Loan Officers to ensure they achieve individual and team sales targets • Provide ongoing coaching, mentoring, and performance feedback to team members • Monitor team performance metrics, set sales targets and goals aligned with company objectives • Foster a positive and collaborative team culture that encourages creativity, teamwork, and continuous improvement • Ensure compliance with all regulatory requirements and company policies • Build and maintain strong relationships with real estate agents, builders, and other referral sources • Represent Pinnacle Mortgage Corp. in the local community to enhance brand visibility and reputation