Ocean West Funding / Windsor Capital Work Values

Daily Duties at Ocean West Funding / Windsor Capital:

To Sell people on using me to let me either Do their Purchase Loan or their Refinance. Prepared loan documents collect needed documents. Calculated Ratio's and ran client information through loan software to get approval and requirements needed to fund the loan. Submitted requirements, negotiated with the Funder to get the real estate loans funded. Developed business opportunities and and grew new sales through attending Realtor functions, board meetings, open houses and by sponsoring realtor preview days.

What they like about Ocean West Funding / Windsor Capital:

Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.

Tags

Series 6, Life Insrance License, Wholesaler, Sales Director, Marketer, Internal Marketer, External Marketer, Case Design, Inside Sales, Regional Sales Director, Insurance, illustrator, maintain relationships, working knowledge of life insurance, critical thinker, strong time management, Deep understanding life insurance products and structure, Strong interpersonal and communication skills, Networking, Negotiating/closing, Business Building, Relationship Management, Award-Winning results, M Financial Group, inside corporate sales, highly motivated, highly dedicated, Proven track record, Internal Wholesaler, Relationship Manager, Life Insurance, Provide concierge level of personal service, exhibits the highest level of personal character and integrity, Leader, Problem-Solver, Self starter, Strong project management, Able to meet deadlines, Motivation, Customer Service, Territory Management, Online Training, Presentations, Think out of the box, Goal setter, Planner, Effective listener, understand customer needs, Excellent phone skills, passion to help others, have been on both sides of the fence, service and sales, both inside and outside sales experience, Strong Work Ethic, Sales Support, Strong Time Management skills, Willing to get any additional licenses or designations, Ability to evaluate circumstances and respond appropriately, Capable to work independently as well as in a team environment

Skills

Requirements Analysis & Specification, Leadership , Insurance Sales

These are some of the questions we asked our climbers about their experiences with Ocean West Funding / Windsor Capital: