Heather Worswick

I am currently employed with Plaza Home Mortgage as a Loan Registration Analyst with over three years of experience, seeking new opportunities for growth. I collaborate with Account Executives, Loan Officers, Underwriters, and other team members to ensure compliance and eligibility needs are met in the registration process. I lead a team with FHA case assignment and FHA and conventional government appraisal tasks, and am highly efficient with FHA Connection, Mercury, EAD/UCDP portals. I also am currently responsible for handling all VA appraisal orders for Plaza. This includes billing, communications with VA, proficiency with the VA WebLGY portal, and requesting transfers and processing of incoming appraisals. I also am responsible for obtaining GUS findings through the USDA GUS Underwriting System for all USDA product loans. This includes communication with clients to obtain proper documentation, strong knowledge of Breeze system that Plaza uses for files, and strong knowledge of the USDA portal, and ability to communicate with credit agencies when needed. I also work closely with outside vendors and automation team to ensure proper documentation is filed for delivery and processing for files to be moved to Underwriting.

Employed as Administrative Assistant for Mary Stender a very successful top producing Financial Advisor for MetLife in Houston Texas. I effectively completed all basic office and receptionist duties to include responsibility for organizing day to day needs by scheduling & rescheduling meetings with new and current clients. Booked meeting and seminar locations and scheduled catered food for luncheons. Organized travel and other needs professional and personal. Called and scheduled daily new company leads and enter all data. Prepared documents and marketing materials for upcoming appointments and meetings. Complete, make file copies, and insure delivery of necessary legal documents and payments to Metlife home office. MSoffice and Excel for daily assignments,

Worked very closely with Mr. Andrews to efficiently oversee busy daily operations as Office Manager, Receptionist, and Executive Administrative Assistant for the top producing independent Financial Advisor for Nationwide Insurance. Effectively completed all basic office duties including organization and purchase ordering of office supplies and marketing materials. Managed his very active calendar of appointments by scheduling and rescheduling meetings and conference calls, and entering appointment data to communicate schedules for daily needs of the Advisor when out on appointments. Managed incoming calls, messages, and emails by notifying and responding as requested by the Advisor. Responsible for preparing of necessary documents, generated reports, presentations, correspondence documents, and marketing materials for upcoming appointments and seminars. Make copies and submit completed documents with check payments to Nationwide Corporate Office. Organized travel and purchase flights, rental car, and kept track of expense receipts. MSOffice, and data entry software.