Summary
Overview
Work History
Education
Skills
Timeline
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Heidi Parke

Newberry,FL

Summary

Driven finance and banking professional effective at maximizing customer service opportunities while exceeding individual performance goals. Community reputation for industry knowledge and high levels of integrity in loan processing.

Overview

12
12
years of professional experience

Work History

Loan Partner

The Mortgage Firm
Gainesville, FL
01.2020 - 08.2022
  • Reviewed and validated details of loan applications and closing documentation.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.

Loan Officer Assistant

The Mortgage Firm
Gainesville, FL
01.2016 - 01.2020
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Assembled important paperwork and disclosures for borrower.

Insurance Underwriter

Cabrillo Coastal General Insurance Agency
Newberry , FL
03.2015 - 04.2016


  • Reviewed insurance policy applications for potential risks from applicant's underlying practices.
  • Determined fraud risk.
  • Examined properties for potential loss stemming from catastrophe, severity of frequency of possible loss.
  • Meet with insurance agents to develop business relationships.

Insurance Agent

Key West Insurance
Key West, FL
07.2010 - 12.2014
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Sold auto, home,and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.

Education

Banking And Finance

American Institute of Banking
Gulfport, MS

Insurance Agent Property And Casualty License

Gold Coast School
Miami, FL
10.2010

Skills

  • Real Estate Loans
  • Credit Bureau Contact
  • Referral Network Development
  • Lending Software Systems
  • Sales Development
  • Federal Statutes
  • Loan Processing Coordination
  • Closing Documentation
  • Appraisal Reports
  • Credit Reporting Software
  • Partner Relationships
  • Desktop Underwriter
  • Loan Feasibility Assessment
  • Insurance Forms
  • Loan Records Filing and Maintenance
  • Customer Communication
  • Mortgage Loan Origination
  • Property Evaluation
  • Application Reviews
  • Digital Applications
  • Legal Documentation
  • Automated Underwriting Systems
  • Complaint Handling
  • Credit Verification
  • Creditworthiness Determination
  • Loan Restructuring
  • Product Education
  • Bank Secrecy Act
  • Credit Applications
  • Government Lending
  • Calyx Point
  • Bank Product Marketing
  • Community Reinvestment Act

Timeline

Loan Partner

The Mortgage Firm
01.2020 - 08.2022

Loan Officer Assistant

The Mortgage Firm
01.2016 - 01.2020

Insurance Underwriter

Cabrillo Coastal General Insurance Agency
03.2015 - 04.2016

Insurance Agent

Key West Insurance
07.2010 - 12.2014

Banking And Finance

American Institute of Banking

Insurance Agent Property And Casualty License

Gold Coast School

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Heidi Parke