Heidi Steger
Cape Coral
Summary
Business-minded Mortgage Broker promoting a background in developing great partnerships with lenders and borrowers. Possessing extensive strategy and collaboration skills. Looking to tackle new challenges with a company that values undeniable organizational and issue management skills. Proven commercial mortgage broker achieving top origination results through effective communication, negotiation skills, and loan compliance expertise. Committed to building strong relationships and driving team success.
Overview
24
24
years of professional experience
1987
1987
years of post-secondary education
Work History
Commercial Mortgage Broker
Capital Equity Advisors
Cape Coral
01.2015 - Current
- Assisted clients in completing mortgage applications and gathering necessary documentation.
- Provided support to investors in preparing loan proposals and presentations.
- Conducted research on mortgage products and market trends for informed recommendations.
Life and Annuities Insurance
Senior Life Insurance Company
Fort Lauderdale
01.2012 - 01.2015
- Completed day-to-day duties accurately and efficiently.
- Offered insurance products to new and existing clients
Mortgage Loan Officer
Sherwood Financial Services
Naples
04.2002 - 03.2012
- Loan origination, cold calling, built my own team of cold callers and junior originators while maintaining top origination across national offices
- Repeatedly ranked as top producer among all branches
- Promoted to branch manager and vice president
- Reviewed loan applications for accuracy and completeness.
- Evaluated borrower creditworthiness and financial history.
- Explained mortgage products and options to clients clearly.
- Built strong relationships with clients to enhance service experience.
- Ensured compliance with all federal, state and local regulations related to mortgage lending.
Education
Associate of Arts - Paralegal Studies
Gannon University
Erie, PA 08.1986 - 01.1987
Mercyhurst Preparatory School
Erie, PASkills
- Effective communication
- Negotiation skills
- Loan compliance
- Sales strategy development
- Credit evaluation
- Loan origination
- Client relationship management
References
References available upon request.
Timeline
Commercial Mortgage Broker
Capital Equity Advisors
01.2015 - Current
Life and Annuities Insurance
Senior Life Insurance Company
01.2012 - 01.2015
Mortgage Loan Officer
Sherwood Financial Services
04.2002 - 03.2012
Associate of Arts - Paralegal Studies
Gannon University
08.1986 - 01.1987
Mercyhurst Preparatory School