DANELLE EDIE
Mountlake Terrace,WA
Summary
Make a difference by working in a team-oriented environment where people apply their passion and compassion to achieve a positive result.
Overview
26
26
years of professional experience
1
1
Certification
Work History
ASSITANT BRANCH MANAGER /LOAN OFFICER
WAFD BANK
01.2023 - Current
- Managing and scheduling team of five CSR's
- Work closely with Manager to attain branch and bank established goals
- Origination of HELOC's, Refinances, Purchases, Cross - Collateral and Construction loans
- Work as back up business banker to establish new accounts when needed
- Use discovery techniques to uncover customer's financial needs
- Develop and maintain relationships with high value clients
- Responsible for training CSRs on product knowledge, development and sales goals
- Actively coach and mentor team for deeper customer relations
- Conduct branch auditing procedures
- Teach CSR's security measures taken during bank specific instances
- Handle conflict resolution / problem solving
- B 2 B for increased partnerships and new client relationships
- Balancing monthly GL reports
- Greeted customers, helped locate merchandise, and suggested suitable options.
- Enhanced cross-selling opportunities by identifying customers'' needs and recommending appropriate financial products and services.
- Collaborated with senior management to develop annual business plans focused on driving branch growth and profitability.
- Managed daily branch operations, ensuring compliance with bank policies, procedures, and regulatory requirements.
MORTGAGE ADVISOR
BECU HOME LOANS
02.2022 - 12.2023
- Maximized customer buying power through extensive product knowledge and individual counseling
- Received 43 customer accolades with 100% approval rating! Cultivated long term customer relations; provided guidance & referrals regarding difficult HELOC approvals for $3.4M in loans
- Conducted monthly/individual first-time home buyer training; provided step-by-step guidance to over 100 customers
- Developed real estate out-reach program to educate newly licensed agents on home loan processes, products & guidelines
- Established robust in-house network between Processors, Pre-purchase Specialist and myself resulting in over 200 loans
- Ensured compliance with all regulatory requirements throughout each step of the mortgage application process, protecting both clients and the company from potential legal issues.
- Boosted customer satisfaction by providing personalized advice and guiding clients through the mortgage application process.
- Conducted thorough risk assessments on potential borrowers, safeguarding the company''s financial interests while providing appropriate financing options.
- Focused on delivery; restructured member loans as needed to increase likelihood of qualifying, leading to a positive experience
- Exceptional customer service internally/externally: "Goes above and Beyond", "Pleasure to work with", "She understood my needs." Social media marketing via LinkedIn, Facebook and Instagram
- Understanding of current market factors such as economic health and conducting competitive analysis with other lenders on interest rates and LLPA's.
PRE-PURCHASE SPECIALIST
BECU/PARKER STAFFING
09.2020 - 02.2022
- Coordinated with Mortgage Advisors to create borrower's closing cost estimates
- Directly responsible for fielding loan applications and/or directing online application process
- Assigned loans in Velocify, completed IFRs, Rekeys, Conversions and contact borrowers on LO behalf for files over 90-days credit expirations, incomplete applications, and missing documents.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
SALES & CUSTOMER SERVICE REP
SOARING HEART
08.2019 - 03.2020
- Assessed customer's individual needs, customized perfect combination to address health concerns
- Focused on organic mattress, bedding and furniture sales
- Promoted healthy living through quality rest with non-toxic products and materials in home
- Assisted with and submitted customer's application for financing when needed
- Created and implemented marketing ideas to increase foot traffic, met or exceeded sales goals.
FRONT DESK MANAGER / SALES
ELEMENTS MASSAGE
03.2018 - 03.2019
- Managed seven-person team, created schedules, validated timesheets, and trained associates
- Quickly resolved client's concerns through L360, Yelp and Google
- Managing client concerns and reviews through L360, Yelp and Google; increased sales 15%
- Tracked sales targets and bonus report to leadership team.
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
- Responded to telephone, email and in-person inquiries regarding appointments and clients concerns.
- Improved staff communication through regular meetings, leading to enhanced teamwork and overall efficiency.
- Entered and updated sensitive customer information during check-ins and room changes.
LEGAL ASSISTANT
MICHAEL DUBEAU & ASSOC.
10.2007 - 11.2011
- Assessed client needs and scheduled appointments
- Prepared estate planning documents
- Assembled and filed corporate documents
- Processed/filed ARAG Insurance claims.
- Filed court documents and legal pleadings with court clerk on behalf of attorneys.
- Organized documents to manage paper and electronic filing systems of clients.
- Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Prepared and drafted correspondence and legal forms to maintain smooth communications.
- Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
- Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
- Managed high-volume workload while maintaining strict attention to detail on every task such as drafting pleadings or summarizing depositions accurately.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
MORTGAGE LOAN OFFICER
WASHINGTON MUTUAL
08.2001 - 10.2007
- Sales and Marketing for professional referral resources
- Origination and maintenance of an extensive pipeline
- Follow up through continuous communication with clients.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
PERSONAL BANKER II
1ST NATIONAL BANK OF OMAHA
06.1998 - 12.2001
- Research customer accounts and maintain profitable/positive banking relationships
- Cross-sell bank products and services to maximize client's financial needs
- Process customer transactions and resolve customer service issues to customer's satisfaction
- Meet or exceed monthly sales and marketing goals by promoting new and existing bank products
- Use best practices to determine likeliness of loan approvals
- Client transaction and lending limits of $315,000.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Education
High School Diploma -
Villisca Community HS
Villisca, IAInterior Design -
Metropolitan Community College
Elkhorn, NEBusiness Management and Project Development -
University of Phoenix
Seattle, WASkills
- Highly motivated & organized professional with proven success and experience
- Creative and analytical approach to challenges
- Dedicated to a positive work environment
- Superior leadership, mentoring & motivational skills
- Focused on customer relations with a prospect to truly recognize individual needs
- Cross-departmental understanding and support
- Excellent time management skills
- Excellent work ethic
- Coaching and Mentoring
- Client Relationship Management
Accomplishments
- Repeatedly received recognition from superiors for excellence in service.
- Successfully closed an average of 10-12 loans per month.
- Supervised team of 10 staff members.
Volunteer Experience
- North Creek Rotary club, President Elect, 2024, President, Managing fundraisers such as "Stuff the Bus", providing school supplies to underprivileged kids and conducting interviews for developmentally delayed high school students, warm coat drive, providing warm coats to underprivileged youth, budgeting for projects and event planning.
- Teaching children about financial literacy, 2023, PRESENT
- Wedgwood Elementary (K-5) School Move-A-Thon, Chair, 2012, 2015
- Wedgwood Elementary School, Chair, 2014, 2015, Chaired auction procurement and raffles.
- Art docent, room parent and tutor & YMCA fundraising, 2011, 2015
Affiliations
- Rotary International and PNW Women's Networking Group
Certification
- Licensed MLO / WA State
President of North Creek Rotary 2024-2025
District 5030 Rotary Club of North Creek are dedicated to Its dedicated Rotarians actively participate in a wide range of projects, from improving local educational and health outcomes to tackling global issues like poverty and disease. During my President Elect term for 2023 -2024 I lead team of 22 Rotarians, plus community volunteers in projects like improving community parks through clean and planting new vegetation, successfully running Red Cross blood drives quarterly, holding mock interviews for developmentally challenged students getting ready to graduate from College whom are ready to join the work force, participating in fundraising for "Harvest for Hunger," annually, running weekly community food booth and continually working on finding new community projects and opportunities to provide much needed services to our community. In July 2024 I will transition to Rotary Club President and will continue developing and expanding on new and current community projects.
Timeline
ASSITANT BRANCH MANAGER /LOAN OFFICER
WAFD BANK
01.2023 - Current
MORTGAGE ADVISOR
BECU HOME LOANS
02.2022 - 12.2023
PRE-PURCHASE SPECIALIST
BECU/PARKER STAFFING
09.2020 - 02.2022
SALES & CUSTOMER SERVICE REP
SOARING HEART
08.2019 - 03.2020
FRONT DESK MANAGER / SALES
ELEMENTS MASSAGE
03.2018 - 03.2019
LEGAL ASSISTANT
MICHAEL DUBEAU & ASSOC.
10.2007 - 11.2011
MORTGAGE LOAN OFFICER
WASHINGTON MUTUAL
08.2001 - 10.2007
PERSONAL BANKER II
1ST NATIONAL BANK OF OMAHA
06.1998 - 12.2001
High School Diploma -
Villisca Community HS
Interior Design -
Metropolitan Community College
Business Management and Project Development -
University of Phoenix
- Licensed MLO / WA State
Similar Profiles
Emina HukicEmina Hukic
CSR at WaFd BankCSR at WaFd Bank
Stacy HarrimanStacy Harriman
Personal Banker at Wafd BankPersonal Banker at Wafd Bank
Sean MonaghanSean Monaghan
V.P. Branch Manager at WAFD BankV.P. Branch Manager at WAFD Bank