David Cox
Credit Solutions Advisor Ii @Bank of America
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WORK HISTORY
Credit Solutions Advisor Ii @Bank of America
Rock Hill, SC, US
Manage pipeline of 30-40 mortgage loans and assist in keeping lines of communication open with product fulfillment. Receive inbound calls from both existing and new customers. Build relationships and learn the needs of each customer in order to provide educated recommendations based on Fannie Mae, Freddie Mac, FHA and VA guidelines all the while guiding borrowers through the purchase, refinance, and/or equity loan process.Works in the branch and is responsible for deepening relationships by providing products and services to potential and existing customers. Duties include, but are not limited to the following: Selling financial products (e.g. Credit Cards, Loans). Opening deposit accounts and taking loan applications. Responding to customer inquiries and concerns and creating positive solutions. Recognizing and referring cross-sell opportunities. Performing daily/weekly sales reporting. Interviewing and processing consumer loan/credit line requests for customers, and obtaining referrals from loan customers. Quoting rates, terms and programs for loan customer requests. Supporting other sales associates as needed.
EDUCATION
Winthrop University
Sociology/ History, Criminology
ABOUT DAVID COX
The postings on this site are my own and do not necessarily represent Bank of America’s position, strategies, or opinions. I am a very focused individual who possesses a broad range of experience, business skills and achievements. My career has predominantly been centered around the mortgage industry from providing unparalleled customer service as well as not I have both frontline and backroom customer service experience which has allowed me to build relationships with customers quickly and easily. I am dependable, organized, and self-motivated and thus far in my career, these traits have allowed me to settle into new roles and new sets of responsibilities much more quickly than my peers.
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