Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Heather Danny

Phoenix,AZ

Summary

Organized Mortgage Loan Officer with extensive experience in Refinance mortgage products. In depth knowledge of real estate regulations and success in client education. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections and cement client trust.

Overview

14
14
years of professional experience

Work History

Senior Mortgage Banker

Rocket Mortgage
09.2019 - Current
  • Conducted comprehensive financial analysis on applicants, ensuring accurate assessment of creditworthiness for loans.
  • Originate mortgage loans by assessing client financial information, evaluating risk and advising on the best mortgage products tailored to clients needs.
  • Ensuring uphold of 13 licensure requirements as communicated by the Licensing Team.
  • Collaborate with underwriters, processors, and closing departments to expedite loan processing and closing timelines.
  • Provide ongoing support and guidance to clients regarding mortgage options, rates, and terms.
  • Conducted thorough financial analyses and risk assessments to determine loan eligibility and pricing, optimizing clint satisfaction and loan profitability.
  • Manage client scheduling effectively, ensuring efficient use of time and resources to maximize productivity.

Resident Care Coordinator

Brookdale Senior Living Inc.
04.2018 - 09.2019
  • Hired and trained 20 new staff members on facility policies, patient care and medicine distribution.
  • Created staff and care schedules for meals, events, bathing, and medication distribution.
  • Conducted routine facility inspections, identifying areas needing improvement and eliminating hazards posed to staff and residents for continued compliance with associated regulations.
  • Ordered lab work and scheduled appointments with doctors, patients and families to discuss results.
  • Communicated with patients, ensuring that medical information was kept private.
  • Developed policies and procedures for effective medication distribution management.
  • Ensured that the medication distribution area was kept clean, neat and free of debris.
  • Generated and reviewed incident reports, including employee write-ups, actualizing appropriate corrective action plans to mitigate ongoing and potential situations.
  • Ordered all pharmacy supplies and kept a check on inventory levels.
  • Direct day-to-day administrative and operational functions for 40-bed facility, providing guidance and leadership to over 20 employees.
  • Collaborated with the Health and Wellness Director to maintain daily operations.

Certified Medication Technician

Brookdale Senior Living Inc.
06.2017 - 04.2018
  • Cared for 40 residents with diagnoses such as diabetes, Alzheimer's, dementia, bipolar disorder, respiratory failure, Parkinson's disease and muscular dystrophy.
  • Agreed to take on additional shifts and extra hours during busy periods and holidays to maintain proper staffing and floor coverage.
  • Managed and administered prescription and over-the-counter medications.
  • Assessed patients' vital signs, documenting all information and recorded any pertinent changes to report to Health and Wellness Director.
  • Provided continual advocacy for patients' welfare, rights and needs.
  • Evaluated patients to identify and address wounds, behavioral concerns and medically-relevant symptoms.
  • Collaborated with interdisciplinary healthcare teams to provide high-quality support to patients.
  • Answered call lights and aided in patient comfort and safety by adjusting beds, lights, bed rails, pillows, patient clothing and bedside tales or equipment.
  • Facilitated activities of daily living, including personal hygiene management, feeding and ambulation.
  • Provided immediate assistance in emergency and routine paging situations to evaluate needs and pursue optimal care.
  • Gathered dietary information, assisted with feeding and monitored intake to help patients achieve nutritional objectives and support wellness goals.
  • Established relationships with patients, caregivers and healthcare professionals to promote patients' personal care plan goal achievement.

Resident Care Associate

Brookdale Senior Living Inc.
04.2017 - 06.2017
  • Assisted 40 patients with handling daily chores and errands by transporting to appointments, cleaning personal spaces and purchasing supplies.
  • Offered support for client mental and emotional needs to enhance physical outcomes and overall happiness.
  • Interacted kindly with patients and families and displayed positive, outgoing attitude, resulting in establishment of long-term, professional relationships.
  • Promoted the development of healthy lifestyle to meet health and wellness objectives.
  • Kept close eye on behavior and emotional responses of clients, consulting with Health and Wellness Director to address concerns and protect each person from any harm.

Receptionist

Allstate Insurance Company
08.2016 - 11.2016
  • Engaged with customers with a sincere and friendly manner.
  • Prioritized helping customers over completing other routine tasks in store.
  • Answered and managed incoming and outgoing calls while recording accurate messages and quickly redirecting calls to correct office locations.
  • Opened and properly distributed incoming mail.
  • Greeted numerous visitors, including VIPs, vendors and interview candidates.
  • Maintained a clean reception area, including lounge and associated areas.
  • Greeted customers in a timely fashion while quickly determining their needs.

Assistant Volleyball Coach

Fort Lewis College
07.2016 - 11.2016
  • Acted as supervisor for 18 female student-athletes and student managers during practice and weekend trips.
  • Assisted in recruiting student-athletes of the highest caliber to elevate team performance.
  • Maintained scouting reports and distributed copies to head coaches and athletic supervisors each month.
  • Accepted coaching, constructive criticism and recognition with humility and composure.
  • Enforced discipline both on and off the court.
  • Developed positive relationships with parents, schools and the community.
  • Coordinated team travel and video exchange with other teams.
  • Maintained high academic standards for all student athletes and enforced academic discipline.
  • Complied with Rocky Mountain Conference and NCAA Division II rules and regulations at all times.
  • Developed game plans and adjusted them according to various game situations.

Certified Caregiver

Comfort Keepers
05.2014 - 04.2016
  • Provided all daily living tasks to enhance quality of life for elderly patients.
  • Prepared healthy meals and snacks, especially for those following strict guidelines.
  • Transported clients to and from appointments and social events.
  • Aided with daily hygiene such as bathing, dressing, and grooming
  • Tracked clients living and health conditions any changes were reported to the supervisor.
  • Assisted clients with dementia care such as Alzheimer's.
  • Offered respite care to relieve family caregivers.
  • Provided emotional and mental support.
  • Participated in puzzles, games, and other activities to stimulate the mind.
  • Uploaded daily reports about tasks performed in the home.

Head Volleyball Coach

Four Corners Volleyball Club
12.2013 - 03.2016
  • Head coached for a 13U, 15U, and 16U team.
  • Accepted coaching, constructive criticism and recognition with humility and composure.
  • Exhibited sound judgment while executing coaching responsibilities and functions.
  • Maintained thorough knowledge of all rules, game procedures, coaching techniques and current trends in volleyball.
  • Built strong rapport with athletes and assistants before, during and after coaching seasons.
  • Communicated efficiently with parents and players about upcoming tournaments.
  • Created a fun and safe coaching environment for athletes.
  • Increased team''s overall win rate with consistent evaluations of game footage and targeted improvement strategies.

Server

Serious Texas BBQ
03.2013 - 07.2013
  • Answered telephone calls and responded to inquiries.
  • Checked temperatures of freezers, refrigerators, and heating equipment to ensure proper functioning
  • Cleaned and organized eating, service, and kitchen areas
  • Trained kitchen staff on proper use of equipment, food handling, and portion sizing.
  • Stocked, organized, and cleaned kitchens and cooking utensils

Assistant Volleyball Coach

Four Corners Volleyball Club
12.2012 - 03.2013
  • Assisted head coach in drills, skill activities, and traveling details.
  • Built strong rapport with athletes before, during and after coaching seasons
  • Maintained thorough knowledge of all rules, game procedures, coaching techniques and current trends in volleyball
  • Accepted coaching, constructive criticism and recognition with humility and composure.
  • Communicated efficiently with parents and athletes about tournaments.
  • Reminded athletes and coaching staff to display and promote good sportsmanship with competing teams on and off field.

Recreational Advisor

Lamar Community Center
12.2011 - 03.2012
  • Advised volleyball players about the rules and regulations of the game.
  • Aided in setting up and breaking down of various site locations.
  • Monitored all games for fair play.
  • Extinguished discrepancies about a play call.
  • Monitored weekly games leading up to tournament play.
  • Refereed games during tournament play.

Camp Counselor

YMCA
04.2010 - 07.2010
  • Promoted good behavior by utilizing positive reinforcement methods.
  • Administered minor first aid to sick and inured children.
  • Communicated regularly with parents and caretakers about daily activities and behaviors.
  • Assisted children during snack time, outdoor activities, and arts and crafts projects.
  • Monitored children during weekly educational trips to museums, parks, and the zoo.
  • First Aid and CPR Certified Organized and engaged in recreational activities such as games and puzzles.
  • Encouraged children to be understanding of and patient with others.

Education

Bachelor of Science - Biology

Fort Lewis College
Durango, Colorado
2016

Associate of Science - Sports and Fitness Management

Lamar Community College
Lamar, Colorado
2012

High School Diploma - undefined

La Cueva High School
Albuquerque, New Mexico
2010

Skills

  • Project oversight
  • Strong verbal and written communication
  • Hiring and recruitment
  • Multidisciplinary team collaboration
  • Relationship building and retention
  • Client Oriented
  • Motivated team player
  • Dependable Hospice and palliative care experience
  • Dementia care experience
  • Goal-oriented mindset
  • Continuous Learning Commitment
  • Sales strategy development
  • Loan origination expertise
  • Mortgage Product Knowledge
  • Underwriting proficiency
  • Refinancing Strategies
  • Residential mortgage lending regulations
  • Licensed Mortgage Loan Originator
  • Financial Analysis

Accomplishments

2021 Rock Games Winner

2022 Rock Honor Nominee for Outstanding Performance for Retail Refinance Client Experience

Timeline

Senior Mortgage Banker

Rocket Mortgage
09.2019 - Current

Resident Care Coordinator

Brookdale Senior Living Inc.
04.2018 - 09.2019

Certified Medication Technician

Brookdale Senior Living Inc.
06.2017 - 04.2018

Resident Care Associate

Brookdale Senior Living Inc.
04.2017 - 06.2017

Receptionist

Allstate Insurance Company
08.2016 - 11.2016

Assistant Volleyball Coach

Fort Lewis College
07.2016 - 11.2016

Certified Caregiver

Comfort Keepers
05.2014 - 04.2016

Head Volleyball Coach

Four Corners Volleyball Club
12.2013 - 03.2016

Server

Serious Texas BBQ
03.2013 - 07.2013

Assistant Volleyball Coach

Four Corners Volleyball Club
12.2012 - 03.2013

Recreational Advisor

Lamar Community Center
12.2011 - 03.2012

Camp Counselor

YMCA
04.2010 - 07.2010

Bachelor of Science - Biology

Fort Lewis College

Associate of Science - Sports and Fitness Management

Lamar Community College

High School Diploma - undefined

La Cueva High School

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Heather Danny