For the last 4 years I have worked with the Gloria Gemma Breast Cancer Resource Foundation to sponsor families at the holidays. I always request 2-3 families with parent(s) that are currently going through treatment, I work with other local business owners or anyone that wants to donate, and we provide gifts for the holidays.
I always believed that word of mouth referrals are the best form of flattery! If I have truly become a trusted advisor to either a business or consumer client, they will always speak well of me to friends, family, or other business owners. The best feeling is when my phone rings unexpectedly and the individual on the other ends explains that they were referred to me from a client I already have a relationship with.
I began my career in the industry back in 2001 when I started working with mortgage clients assisting with their purchase and refinancing needs. In 2009 I transitioned to banking, working in banking centers assisting clients with all aspects of their banking needs. Then in 2013, an opportunity to become a small business lender presented itself which allowed allowed me to become a well-rounded banker.
Do your research and ask a lot of question! Going through a lending process for the first time can be very overwhelming. Start your conversation with a banking/lending professional as early as possible in your process. I would even recommend speaking to someone, close to you, that has gone through a recent lending experience.
– Grafton Street Customer
