Peg Milligan
Stock Broker at Merrill Edge
- Role
- Financial Advisors at Merrill Lynch
- Location
- Olympia, WA, US
- LinkedIn followers
- 500 followers
About Peg Milligan
I am passionate about helping clients achieve their goals. With my years of experience as…
Experience
Financial Advisors
Apr 2013 — Present · Yakima, WA, US
In this on-going sales role, the Mortgage Loan Officer continually identifies, develops and maintains a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities. The MLO responds to customer inquiries and referrals that are generated from both their own contacts and from other Bank of America business channels. The MLO conducts interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advise customers of product/pricing policies and guidelines, and gather any additional required information. The MLO ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures an regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements. I develope and maintaine successful relationships with business referral sources, existing and prospective Bank of America prospects. I meet with customers as necessary during various stages of the loan process.I utilize Bank of America training materials, reference tools and other resources to provide accurate and up-to-date loan program/policy information to both external customers and internal business partners. I provide complete loan applications to fulfillment center partners. I ensure exceptional customer experience by overseeing loan process from origination to close and providing on-going communication to customers and business partners.
Education
University of Washington
LPN/Science, Psychology/Nursing
U of Wash
Psychology, Business
1977 — 1984
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