Dulcie Patner Email & Phone Number | • Develop referral sources, including bank personnel, realtors, financial planners, existing clientele, to generate new clients. Built and developed long lasting relationship with customers. • Interview loan applicants, make appropriate loan recommendations, negotiate pricing, guide clients through loan application and customize loan programs to meet client needs. Verify applicant information and qualification by reviewing credit reports, analyzing income statements, and performing overview of net worth. • Streamline loan processing and closing by maintaining ongoing communications with stakeholders (borrower, processor, appraiser, title company, realtor, etc.) • Maintain database of over 500 clients and maintain communication with clients to ensure satisfaction and return business. • Spearheaded direct mailing campaigns to help generate over 2 million in sales.

Dulcie Patner

• Develop referral sources, including bank personnel, realtors, financial planners, existing cliente...
Seattle, Washington, United States

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Dulcie Patner’s Location Seattle, Washington, United States

Dulcie Patner’s Current Industry Umpqua Bank

Dulcie Patner’s Prior Industry Sterling Savings Bank | Bank Of America | American Express Financial Advisors

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Senior Mortgage Loan Officer

2014-04-01 00:00:00 - Present

Mortgage Loan Officer

2011-01-01 00:00:00 - 2014-04-01 00:00:00

Mortgage Loan Officer

2004-07-01 00:00:00 - 2011-01-01 00:00:00

Marketing Specialist

2001-09-01 00:00:00 - 2004-06-01 00:00:00

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Dulcie Patner is a • Develop referral sources, including bank personnel, realtors, financial planners, existing clientele, to generate new clients. Built and developed long lasting relationship with customers. • Interview loan applicants, make appropriate loan recommendations, negotiate pricing, guide clients through loan application and customize loan programs to meet client needs. Verify applicant information and qualification by reviewing credit reports, analyzing income statements, and performing overview of net worth. • Streamline loan processing and closing by maintaining ongoing communications with stakeholders (borrower, processor, appraiser, title company, realtor, etc.) • Maintain database of over 500 clients and maintain communication with clients to ensure satisfaction and return business. • Spearheaded direct mailing campaigns to help generate over 2 million in sales.