Heather Gautreau
Prairieville,LA
Summary
Detail-oriented professional with 9+ years of specialized experience in the mortgage and lending industry, within a broader 17-year professional career. Expertise in building strong client relationships, managing complex processes, and delivering tailored financial solutions. Proven ability to solve problems and overcome challenges, ensuring seamless client experiences while maintaining high standards of accuracy and compliance. Skilled in managing pipelines, tracking progress, and fostering long-term partnerships through clear communication and a client-centered approach. Known for a tenacious work ethic and a commitment to delivering exceptional service.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
Supreme Lending/Cardinal Financial Company/CrossCountry Mortgage
2015.10 - Current
- Self-sourced 100% of leads through networking, cold calling, and a robust referral network with real estate agents and financial advisors, driving consistent loan origination growth and achieving peak loan production of $17.4M, a 103% year-over-year increase.
- Applied tenacity and problem-solving to resolve complex challenges during the loan closing process, meeting tight deadlines and client needs.
- Maintained a 100% customer satisfaction rating by delivering personalized service and ensuring smooth, timely closings.
- Ensured full regulatory compliance by adhering to industry standards and working closely with underwriters and legal teams to streamline loan processes.
- Used CRM tools to manage leads, track client interactions, and enhance the sales pipeline, improving client retention and referrals through targeted follow-ups.
- Developed customized mortgage solutions tailored to clients' financial needs, educating them on loan options to ensure successful closures.
- Leveraged technology and digital tools to analyze client needs and market trends, delivering tailored mortgage options that aligned with client goals.
Association Manager
The Tatman Group/Postlewaite & Netterville
2006.07 - 2015.10
- Managed operations for 9 statewide trade associations, overseeing membership engagement, finances, event planning, and strategic collaboration with Boards of Directors.
- Spearheaded a statewide CE program, delivering required education to 1,000+ professionals annually, ensuring compliance, and managing all logistics.
- Oversaw the budgets for all associations, with individual budgets up to $500K+, ensuring financial compliance, effective resource allocation, and fiscal responsibility.
- Built and maintained strong relationships with sponsors, securing $50K+ in annual financial support for various association initiatives, including events, programs, and member services.
- Planned and coordinated 25+ annual conferences, leveraging strategic vendor partnerships to ensure high-quality events that met member needs and organizational goals.
- Implemented membership growth and retention strategies, leading to a 10% year-over-year increase in memberships through enhanced member benefits and targeted outreach.
- Facilitated board meetings and collaborated with Boards of Directors to develop strategic plans, improving member engagement and operational efficiency.
Education
Bachelor of Science - Marketing
Louisiana State University
Baton Rouge, LASkills
- Relationship Management
- Client Communication
- Problem-Solving
- Business Development
- Regulatory Compliance
- CRM Tools
- Technology & Digital Tools
- Financial Analysis
- Budget Management
- Data Analysis
- Project Management
- Event Planning & Coordination
- Strategic Vendor Negotiation
- Membership Growth & Retention
Certification
- Mortgage Loan Originator License, NMLS 1419344
- Google Ads Certification
- Google Analytics Certification
Professional Organizations
- Women's Council of Realtors - Greater Baton Rouge, Treasurer, 2024 - 2025
- Greater Baton Rouge Association of Realtors, Community Relations Committee Member, 2022 - present
- Mortgage Bankers Association, Government Loan Production Committee, 2021 - present
- The Echo Alliance - Mary Bird Perkins Cancer Center, Member, 2022 - present
References
References available upon request.
Timeline
Mortgage Loan Officer
Supreme Lending/Cardinal Financial Company/CrossCountry Mortgage
2015.10 - Current
Association Manager
The Tatman Group/Postlewaite & Netterville
2006.07 - 2015.10
- Mortgage Loan Originator License, NMLS 1419344
- Google Ads Certification
- Google Analytics Certification
Bachelor of Science - Marketing
Louisiana State University
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