Lending
$10,000,000
Cooperative in New York refinanced an existing underlying mortgage.
Insurance
Milpitas, CA
Broker partner renewed client with nearly identical coverage while offering higher sub-limits and saving them nearly $3,000 on annual premiums.
Cash Management
Newport Coast, CA
Increased portfolio's average interest earned by over $11,000 and will assist in managing the client's CDs.
Philadelphia, PA
Reallocated $2,048,987 in reserve funds for this condominium to help the association earn an additional $6,509 of annual interest income.
Orlando, FL
Reallocated $246,000 out-of-network funds into out partner banks in order to reduce the amount of uninsured funds.