Heather Williams
Union,New Jersey
Summary
I began my mortgage career in 2002 with Security Atlantic Mtg Co Inc./ REMN-Homebridge Wholesale working directly under the Owner in various roles throughout the years. I left in 2022 when HomeBridge reorganized and sold off their retail division as well as their AMC. I took the opportunity to stay home and care for my grandson. I am now looking for a new long term opportunity to utilize the skills I have developed in operations, customer service and sales.
Overview
20
20
years of professional experience
Work History
Underwriting Coordinator/ Assistant
HomeBridge Financial Services, Inc
01.2017 - 01.2022
- Balanced and assigned daily pre-underwriting files, new files, and condition reviews to underwriting and processing teams daily
- Created and distributed multiple internal reports via Excel and Google Docs for upper management, the sales teams, and the underwriting team to maintain loan progress
- Calculated maintained monthly bonus for Payroll
- Managed operations calendar to ensure proper coverage
- Assisted both brokers and sales reps with initial CDs, LEs, and clarification of underwriting conditions
- As well as assistance with HELOC submissions.
Sales Liaison/ EVP Assistant
01.2013 - 01.2018
- Train new account executives to navigate our systems such as Encompass, Blitzdocs, Constant Contact, Vendor Risk, Zen Desk
- Blue Sage, and Tableau
- Aide new brokers in completing the broker approval packages
- Train new brokers and AEs to submit new loans, properly disclose LE and CDs, order appraisals, request scenarios, and clarification of conditions
- Familiarized them with program and state-required disclosures
- Escalated exceptions to senior management when needed
- Assisted in pulling credit, social security verifications, and Data verify, Ran LP and DU-ordered VA appraisals for new brokers
- Created and managed daily and monthly reports for sales to keep track of production, dormant accounts, and broker communication for marketing purposes.
National Sales Assistant/Trainer
HomeBridge Financial Services, Inc
Iselin NJ
01.2015 - 01.2017
- Enhanced team productivity by providing ongoing training and assistance to sales representatives as well as their clients.
- Established strong relationships with key clients, resulting in increased customer retention and loyalty.
- Effectively managed a diverse portfolio of products while maintaining focus on individualized customer requirements.
- Improved client satisfaction ratings by consistently delivering exceptional service and addressing concerns promptly.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
- Explored new technologies and approaches to streamline processes.
- Provided project progress updates and proposed solutions to issues.
- Maintained accurate records and documentation of projects to inform stakeholders of progress and updates.
Rem Wholesale: EVP Assistant/Customer Service Manager
HomeBridge Financial Services Inc
Iselin NJ
01.2002 - 01.2015
- Answer high-volume calls and emails
- Maintained incoming and outgoing mail
- Ordered office supplies
- Created and performed customer satisfaction surveys
- Establish Logins for new brokers
- Assisted brokers and sales staff with clarifying conditions
- Assisted underwriting with running credit, social security checks, LP, DU, AVM’s
- Trained CSR to handle high-pressure calls to ensure a positive customer experience
- Managed EVP’s day including but not limited to travel, meetings, luncheons, and expense reports.
Education
High School Diploma -
Union High School
Union New Jersey 06.1995
Skills
- Excellent Customer Service
- Administration, Operations, and Executive support
- Multitasking and Organization
- Report Preparation
- Microsoft Office
- Analyzing data
- Client Relationship Building
References
- Noel Chapman, EVP Remn Wholesale, 732-735-7030
- Carl Markman, Director of National Sales, Remn Wholesale, 908-309-8789
- Vickie Shales, Underwriter Loan stream, 702-609-0082
- Corinne Faria, Closer loan stream, 732-912-8006
Timeline
Underwriting Coordinator/ Assistant
HomeBridge Financial Services, Inc
01.2017 - 01.2022
National Sales Assistant/Trainer
HomeBridge Financial Services, Inc
01.2015 - 01.2017
Sales Liaison/ EVP Assistant
01.2013 - 01.2018
Rem Wholesale: EVP Assistant/Customer Service Manager
HomeBridge Financial Services Inc
01.2002 - 01.2015
High School Diploma -
Union High School