Heather Taylor
Summary
Detail-oriented team player with strong organizational skills. Reliable while managing multiple priorities with an optimistic attitude. Work well under pressure, while utilizing problem-solving and time management skills. Willingness to take on added responsibilities and effective at communicating and adapting to new situations.
Overview
7
7
years of professional experience
Work History
Mortgage Loan Processor
Sunwest Credit Union
02.2022 - Current
- Worked together with loan officer to provide timely, accurate service for borrowers throughout entire mortgage process.
- Managed loan applications, consistently meeting or exceeding established timeframes for both new loans and refinancing for final clear-to-close.
- Handled any conditions sent from underwriting departments.
- Contributed to the success of the mortgage team by providing crucial support in the areas of loan documentation review, data entry, and borrower communication.
Financial Service Representative
SunWest Credit Union
09.2019 - 02.2022
- Carry out day-to-day duties accurately and efficiently, while maintaining friendly and professional member interactions.
- Request and upload EOI for Heloc loans.
- Receive and email documents for mortgage applicants.
- Answer member inquiries regarding account balances, transaction history, service charges and interest rates.
- Assist customers with opening accounts.
Department Manager
WalMart
03.2019 - 09.2019
- Managed inventory to maintain optimal stock and meet expected demands.
- Kept employee workloads fair and balanced.
- Planned freight and executed price changes.
- Worked actively with management team to create daily and weekly sales plans.
- Set mods to coordinate positioning of merchandise.
Customer Service Manager
WalMart
02.2017 - 08.2017
- Managed cashier schedules including breaks and lunches.
- Resolved customer complaints and concerns while prioritizing customer satisfaction and loyalty.
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
Education
High School Diploma -
Wasson High School
Colorado Springs05.2009
Skills
- Excellent Time Management Skills
- Customer Relationships and Service
- Excellent Work Ethic
- Coaching and Mentoring
- Team Supervision
- Relationship Building and Management
- Verbal/Written Communication
Timeline
Mortgage Loan Processor
Sunwest Credit Union
02.2022 - Current
Financial Service Representative
SunWest Credit Union
09.2019 - 02.2022
Department Manager
WalMart
03.2019 - 09.2019
Customer Service Manager
WalMart
02.2017 - 08.2017
High School Diploma -
Wasson High School