Summary
Overview
Work History
Skills
Timeline
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Heidi Lahr

Osage,IA

Summary

Seasoned professional with advanced skill set available to "add value" to your Team.. Customer centric with integrity that allows for flexibility and adaptable critical thinking skills.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

13
13
years of professional experience

Work History

Patient Services Representative

Banner Health
01.2023 - Current
  • Maintained patient confidentiality by adhering to HIPAA regulations and diligently updating records as needed.
  • Resolved patient complaints promptly, demonstrating empathy and understanding while seeking mutually beneficial solutions.
  • Managed high call volume, prioritizing urgent issues and directing calls appropriately for optimal resolution.
  • Provided exceptional customer service to build strong relationships with patients, leading to increased loyalty and return visits.

Mobile Notary/Loan Signing Agent

Heidi Lahr
08.2021 - 04.2024
  • Recorded customer transactions and filed receipts.
  • Developed company budgets and tracked expenses to meet profit goals.
  • Prepared error-free loan packages for mortgage refinancing transactions that led to successful funding without delays or complications.
  • Expanded clientele by effectively marketing mobile notary services to local businesses and community members.
  • Built a strong network of professional contacts, leading to repeat business and referral opportunities.

Loan Officer

NewRez
04.2020 - 08.2021
  • Explained to customers different types of loans and credit options that were available, as well as terms of those services.
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information.
  • Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
  • Conferred with underwriters to resolve mortgage application problems.

Loan Officer/Processor

Carrington Mortgage
09.2017 - 03.2020
  • Updated credit and loan files.
  • Computed payment schedules.
  • Met with applicants to obtain information for loan applications and to answer questions about process.
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information.
  • Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
  • Conferred with underwriters to resolve mortgage application problems.
  • Contacted applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.

Sales Consultant

Progressive Insurance
09.2015 - 07.2017
  • Addressed customer questions and concerns regarding prices and product use.
  • Engaged with prospective customers, building rapport and generating business.
  • Met or exceeded sales objectives through client growth, supporting company revenue goals.
  • Handled incoming product or service inquiries, overcoming objections to capture new revenue.
  • Used solution selling skills and sales knowledge to prospect new business and close sales calls.
  • Adapted to and remained flexible in changing, fast-paced work environment.

Business Development Account Executive

United Parcel Service
07.2012 - 08.2015
  • Responded promptly to customer queries to increase overall satisfaction.
  • Built and established strong relationships with customers, enabling long-term partnerships.
  • Used knowledge of company products and services to recommend solutions to customers.
  • Provided product information to customers and aligned products with customer needs to boost satisfaction.

Skills

  • Customer service
  • Problem-solving
  • Friendly and outgoing
  • Customer follow-up
  • Verbal and written communication
  • Payment processing
  • Reliability and dedication
  • Documenting and recording information
  • Financial recordkeeping

Timeline

Patient Services Representative

Banner Health
01.2023 - Current

Mobile Notary/Loan Signing Agent

Heidi Lahr
08.2021 - 04.2024

Loan Officer

NewRez
04.2020 - 08.2021

Loan Officer/Processor

Carrington Mortgage
09.2017 - 03.2020

Sales Consultant

Progressive Insurance
09.2015 - 07.2017

Business Development Account Executive

United Parcel Service
07.2012 - 08.2015

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