Summary
Work History
Education
Certification
Skills
Timeline
Teacher

Heather Boyd

Grove, Oklahoma and Naples, Florida,OK

Summary

Offers vast knowledge of banking regulations and compliance procedures. Demonstrates strong interpersonal skills and exceptional service to clients and prospects by identifying client needs and providing guidance and advice. Works collaboratively to deliver excellent experiences and overall success for all clients.

Work History

Teacher

Florida And Missouri Schools
  • Communicated frequently with parents, students and faculty to provide feedback and discuss instructional strategies.
  • Planned and implemented integrated lessons to meet national standards.
  • Incorporated multiple types of teaching strategies into classroom.
  • Incorporated exciting and engaging activities to achieve student participation and hands-on learning.
  • Implemented creative ways to foster curiosity for complex principles through hands-on learning and planned activities.
  • Promoted physical, mental and social development using classroom games and activities.
  • Instructed students in core educational principles, concepts and in-depth subject matter.
  • Encouraged creative thinking and motivated students by addressing individual strengths and weaknesses based on standardized testing results.

Mortgage Supervisor

US Bank National Association
  • Coordinate and oversee job-related activities and assignments for my staff.
  • Administer policies and procedures for mortgage loan servicing/processing to ensure compliance with regulatory, investor, governmental and corporate requirements.
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
  • Coordinate workflows, set processing deadlines and ensure proper procedures are followed.
  • Plan, coordinate, and execute meetings, conference calls, webinars, and events.
  • Organize and submit expense reports.
  • Complete quarterly and monthly audits.
  • Administer policies and procedures for mortgage loan servicing/processing to ensure compliance with regulatory, investor, governmental and corporate requirements.
  • Handle HR related issues not limited to interviewing, hiring, training and development of talent, evaluating, disciplining and firing personnel.
  • Lead the team and serve as role model by providing excellent service.
  • Coach and provide feedback leveraging performance management tools and processes.
  • Guides staff in developing action plans to reach stated goals.
  • Cultivates strong working relationships and builds trust among team members.

Loan Officer/Management Team Member

US Bank National Association
  • Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
  • Established and updated work schedules to account for changing staff levels and expected workloads.
  • Evaluated report data to proactively adjust and enhance operations.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Cross-trained existing employees to maximize team agility and performance.
  • Ensured compliance with all banking laws and regulations.
  • Provided leadership, motivation, and direction for branch staff.
  • Cross selling of banking products to new and existing customers.

Mortgage Loan Officer

66 Federal Credit Union
  • Reviewed loan files and updated to match current standards.
  • Worked with underwriters to fix application problems and resolve issues.
  • Explained different types of loans pertaining to client situations.
  • Originate mortgage loans and develop referral relationships with realtors, builders, and other sources to proactively solicit business and conduct sales-related activities in order to meet specific loan volume origination goals.
  • Prepare and process mortgage loan documents, ensuring compliance.
  • Resolve problems and obtain all necessary documentation.

Personal Banker/Teller/Vault Teller

Bank Of America
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Processed customer transactions promptly, minimizing wait times.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Maintained friendly and professional customer interactions.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Executed wire transfers, stop payments and account transfers.
  • Identified issues, analyzed information and provided solutions to problems.
  • Analyze financial information.
  • Maintain bank vault and coordinate transfers to and from the Federal Reserve.

Teller

US Bank National Association
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Answered telephone inquiries on banking products, including checking, savings, loans and lines of credit.
  • Processed customer transactions promptly, minimizing wait times.
  • Maintained friendly and professional customer interactions.
  • Executed wire transfers, stop payments and account transfers.
  • Resolved problems, improved operations and provided exceptional service.
  • Improved operations through consistent hard work and dedication.

Education

Bachelor of Science - Education

Missouri Southern State University
Joplin, Missouri

BBA - Finance And Business Administration

Pittsburg State University
Pittsburg, Kansas

Certification

Dale Carnegie Graduate

Skills

Group and individual instruction

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Timeline

Bachelor of Science - Education

Missouri Southern State University

BBA - Finance And Business Administration

Pittsburg State University

Teacher

Florida And Missouri Schools

Mortgage Supervisor

US Bank National Association

Loan Officer/Management Team Member

US Bank National Association

Mortgage Loan Officer

66 Federal Credit Union

Personal Banker/Teller/Vault Teller

Bank Of America

Teller

US Bank National Association

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Heather Boyd