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
2020.01 - 2022.08
- 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
2016.01 - 2020.01
- 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
2015.03 - 2016.04
- 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
2010.07 - 2014.12
- 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, MSInsurance Agent Property And Casualty License
Gold Coast School
Miami, FL10.2010
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
2020.01 - 2022.08
Loan Officer Assistant
The Mortgage Firm
2016.01 - 2020.01
Insurance Underwriter
Cabrillo Coastal General Insurance Agency
2015.03 - 2016.04
Insurance Agent
Key West Insurance
2010.07 - 2014.12
Banking And Finance
American Institute of Banking
Insurance Agent Property And Casualty License
Gold Coast School
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