Edina Mrsic
Meridian,ID
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Mortgage Loan Consultant (Inside Sales)
First Interstate Bank
03.2021 - Current
- Reviewed loan files and updated to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
- Fielded customer complaints and provided solutions.
- Explained different types of loans pertaining to client situations.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Analyzed borrower credit reports and income statements to verify accuracy.
Client Service Advisor
Morgan Stanley, Wealth Management
07.2020 - 02.2021
- Maintained accurate record-keeping with proactive attention to client information updates.
- Communicated with clients regarding account services, statements, and balances.
- Managed client portfolios of stocks, bonds, bank accounts and property documents.
Mortgage Loan Officer
Washington Federal Inc
12.2016 - 10.2019
- Explained different types of loans pertaining to client situations
- Reviewed loan files and updated to match current standards
- Planned and dealt with payment schedules
- Reviewed financial statements and contacted institutions and customers to clarify details
- Coordinated closing process with attorneys, title companies and government clerks
- Checked signatures and legal descriptions for accuracy and integrity
- Managed 20 loan files per month
Relationship Manager
Icon Credit Union
07.2013 - 12.2016
- Achieved consistent recognition as a top sales performer
- Expanded client base by promoting new financial products
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Processed customer requests for financial services, including reissuing statements, ordering additional checks and updating customer personal information in database
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Education
BBA - Business Administration
Boise State University
Boise, IDLicense -
Idaho Real Estate License
Boise, ID2017
High School Diploma -
Centennial High School
Boise, ID2014
Skills
- Real Estate Loans
- Sales Development
- Customer Relations
- Financial Knowledge
Certification
Notary Public
Timeline
Mortgage Loan Consultant (Inside Sales)
First Interstate Bank
03.2021 - Current
Client Service Advisor
Morgan Stanley, Wealth Management
07.2020 - 02.2021
Mortgage Loan Officer
Washington Federal Inc
12.2016 - 10.2019
Relationship Manager
Icon Credit Union
07.2013 - 12.2016
BBA - Business Administration
Boise State University
License -
Idaho Real Estate License
High School Diploma -
Centennial High School
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