Doug Heide
Golden,CO
Summary
Personable and dedicated Customer Service Representative with extensive experience in service industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Self Storage Property Manager
Macho Self Storage
Dallas, TX
03.2024 - 06.2024
- Answer the phone, internet (email) and walk-in inquires with a friendly and professional manner.
- Show, rent and vacate storage units.
- Collecting payments (phone, in-person and mailed). Make collection calls.
- Provide excellent customer service.
- Responsible for maintaining customer files and auction process, maintaining, improving facility appearance, daily walkthrough of the facility.
- Responsible for bank deposits, cash drawer, petty cash, submit weekly bills and petty cash.
- Clean units upon move outs and when necessary. Maintain and keep clean appearance of property.
Mortgage Loan Originator
EZ Funding Inc.
Hesperia, California
05.2023 - 03.2024
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
- Helped clients fill out loan applications and find ideal loan options.
- Developed and maintained relationships with local real estate agents.
- Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
- Gathered client debt, credit and income information to determine loan eligibility.
- Originated loans and assisted senior-level credit officers with complex loan applications.
- Met with applicants to obtain information for loan applications and answer questions about loan process.
- Informed customers of application deadlines, approvals and denials.
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information.
- Analyzed new markets and developed referral networks to locate new loan prospects.
- Verified applicant information by consulting with outside agencies, credit bureaus and businesses.
Mortgage Loan Originator
American Financial Network Inc.
Hesperia, CA
05.2022 - 05.2023
- Originated loans and assisted senior-level credit officers with complex loan applications.
- Gathered client debt, credit and income information to determine loan eligibility.
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
- Helped clients fill out loan applications and find ideal loan options.
- Developed and maintained relationships with local real estate agents.
- Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
- Met with applicants to obtain information for loan applications and answer questions about loan process.
- Informed customers of application deadlines, approvals and denials.
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information.
- Analyzed new markets and developed referral networks to locate new loan prospects.
Branch Manager
Primary Residential Mortgage Inc.
Victorville, CA
05.2020 - 05.2022
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Guided clients through loan application initiation and filing.
- Assessed assets, income and debts to determine client financial standing and liability risk.
- Negotiated loan terms and conditions with customers.
- Monitored loan status and communicated updates with customers.
- Met with borrowers to discuss needs and promoted financial products and services.
- Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Tracked and managed new leads and followed up on referral business.
- Managed pipeline for originated loans through closing and complete required management reports.
Loan Originator
American Financial Network Inc.
Hesperia, CA - California
12.2018 - 05.2020
- Gathered information such as borrower credit reports and other information to pre-qualify clients and offer pricing information.
- Guided clients through loan application initiation and filing.
- Assessed assets, income and debts to determine client financial standing and liability risk.
- Negotiated loan terms and conditions with customers.
- Collaborated with external contacts such as realtors and internal teammates to progress and close transactions.
- Monitored loan status and communicated updates with customers.
- Met with borrowers to discuss needs and promoted financial products and services.
- Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Tracked and managed new leads and followed up on referral business.
- Managed pipeline for originated loans through closing and complete required management reports.
- Delivered high levels of customer service to facilitate smooth processes.
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
Loan Originator
Evergreen Home Loans
Hesperia, CA
11.2014 - 12.2018
- Gathered information such as borrower credit reports and other information to pre-qualify clients and offer pricing information.
- Guided clients through loan application initiation and filing.
- Assessed assets, income and debts to determine client financial standing and liability risk.
- Negotiated loan terms and conditions with customers.
- Collaborated with external contacts such as realtors and internal teammates to progress and close transactions.
- Monitored loan status and communicated updates with customers.
- Met with borrowers to discuss needs and promoted financial products and services.
- Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Tracked and managed new leads and followed up on referral business.
- Managed pipeline for originated loans through closing and complete required management reports.
Education
High School Diploma -
Texas City High School
Texas City, TX05.1974
College of The Mainland
Texas City, TXSkills
- Relationship Selling
- Scheduling Oversight
- Credit Check Knowledge
- Financial Analysis
- Client Account Management
- Customer Service
- Microsoft Office
- Decision-Making
- Customer Relations
- NMLS Registration
Certification
- Licensed with National Mortgage Licensing System
- Annual 8 hour certification class
- Ongoing education for ethics, customer service , technology
Timeline
Self Storage Property Manager
Macho Self Storage
03.2024 - 06.2024
Mortgage Loan Originator
EZ Funding Inc.
05.2023 - 03.2024
Mortgage Loan Originator
American Financial Network Inc.
05.2022 - 05.2023
Branch Manager
Primary Residential Mortgage Inc.
05.2020 - 05.2022
Loan Originator
American Financial Network Inc.
12.2018 - 05.2020
Loan Originator
Evergreen Home Loans
11.2014 - 12.2018
High School Diploma -
Texas City High School
College of The Mainland
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