1. Banking Consulting Services includes:
- Reviewing loan applications to determine if the applicant meets the qualifications for the loan.
- Explaining the terms of different loans and providing information on interest rates, fees, and repayment schedules.
- Preparing loan files for underwriting by ensuring that all required documentation is submitted.
- Reviewing credit reports to determine a borrower’s creditworthiness.
- Negotiating interest rates and terms of loans with lenders and borrowers to ensure compliance with federal regulations.
- Communicating with borrowers throughout the application process to ensure that all documentation is accurate and complete.
- Explaining loan terms and conditions to prospective borrowers in a way they can understand.
- Explaining the risks associated with various types of loans and recommending alternatives based on the borrower’s financial situation.
- Consulting with borrowers about their financial goals and helping them create a plan to achieve those goals.
- Reviewing loan applications to determine if the applicant meets the qualifications for the loan.
- Explaining the terms of different loans and providing information on interest rates, fees, and repayment schedules.
- Preparing loan files for underwriting by ensuring that all required documentation is submitted.
- Reviewing credit reports to determine a borrower’s creditworthiness
- Negotiating interest rates and terms of loans with lenders and borrowers to ensure compliance with federal regulations.
- Communicating with borrowers throughout the application process to ensure that all documentation is accurate and complete.
- Explaining loan terms and conditions to prospective borrowers in a way they can understand.
- Explaining the risks associated with various types of loans and recommending alternatives based on the borrower’s financial situation.
- Consulting with borrowers about their financial goals and helping them create a plan to achieve those goals.
2. Insurance Consulting Services includes:
- Risk assessment: Help clients identify and evaluate potential risks to their business or personal assets and recommend appropriate insurance coverage.
- Insurance policy analysis: Review existing insurance policies to ensure that they provide adequate coverage and identify any gaps or overlaps in coverage.
- Claims management: Assist clients in filing insurance claims and negotiating with insurance companies to ensure that they receive fair compensation for their losses.
- Employee benefits consulting: Help businesses design and implement employee benefit plans, including health insurance, life insurance, and retirement plans.
- Compliance and regulatory guidance: Help clients navigate complex insurance regulations and ensure that they are in compliance with all applicable laws and regulations
- Insurance procurement: Help clients identify and select insurance providers that offer the best coverage and rates for their needs.