Heidi Bateman
Meridian,ID
Summary
Collaborative individual with expertise in providing exemplary service regarding benefits support. Multitasking Benefits Specialist knowledgeable in state and federal regulations and maintaining employee confidentiality. Results-driven experienced in structuring programs and administering benefits in fair and equitable fashion. Diplomatic, articulate and decisive with capability to build and develop productive relationships with internal and external stakeholders. Desiring to offer expertise in field and excellent judgment to challenging role.
Overview
20
20
years of professional experience
Work History
Mortgage Loan Offer/Sales Manager/District Training Manager
Primary Residential Mortgage, Inc.
11.2019 - Current
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Attended industry shows, conventions, and other meetings with primary mission of expanding market opportunities.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Established and cultivated solid business relationships with new or existing customers.
Senior Mortgage Loan Officer
Guaranteed Rate
08.2018 - 11.2019
- Assessed loan portfolios for compliance with underwriting policies.
- Developed strong partnerships with local real estate agents to generate consistent referral sources for mortgages.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Maintained a comprehensive knowledge of current industry trends and regulatory changes to provide expert guidance for clients.
Senior Mortgage Loan Officer
Academy Mortgage Corporation
08.2017 - 08.2018
Senior Mortgage Loan Officer
First Mortgage Company, LLC
09.2013 - 07.2017
Loan Officer
Us Bank Home Loans
03.2004 - 09.2011
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Assessed loan portfolios for compliance with underwriting policies.
- Researched and updated industry knowledge on changing legislation and regulations.
- Developed and maintained relationships with customers, lenders and other third parties.
- Maintained and developed the CRA mortgage program for low income borrowers
Education
Boise High School
Boise, ID05.1983
Skills
- Google AdWords
- Contract Management
- Territory Management
- Operations
- Goal Setting and Achievement
- Consultative Sales
- Administrative Support
- Paperwork Processing
- Product and service knowledge
- LiveChat Messaging
- Appointment Scheduling
- Team Development
- [Software] CRM system proficiency
Timeline
Mortgage Loan Offer/Sales Manager/District Training Manager
Primary Residential Mortgage, Inc.
11.2019 - Current
Senior Mortgage Loan Officer
Guaranteed Rate
08.2018 - 11.2019
Senior Mortgage Loan Officer
Academy Mortgage Corporation
08.2017 - 08.2018
Senior Mortgage Loan Officer
First Mortgage Company, LLC
09.2013 - 07.2017
Loan Officer
Us Bank Home Loans
03.2004 - 09.2011
Boise High School
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