Summary
Overview
Work History
Education
Skills
References
Timeline
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Jamie Huebner

Summary

Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue.

Overview

9
9
years of professional experience

Work History

Underwriting Associate

Wells Fargo Home Mortgage
Des Moines, Iowa
03.2021 - Current
  • Reviewed credit reports, financial statements and transactions to verify accuracy and completeness.
  • Calculated loan applicant debt ratios, income and terms and payments to determine financial stability of applicants to repay loan.
  • Utilized mortgage technology tools including CORE, OPS, ICMP, HPA, and SLOAD.
  • Served bankers, internal staff and borrowers by offering alternative options and explaining credit decisions.
  • Controlled loss by assessing risk, conducting system analysis and recommending policy solutions.
  • Top producing underwriter in 2021.
  • Was selected for a special risk project for 2022 as a Team Lead Reviewer in the mortgage servicing division.

Home Mortgage Consultant

Wells Fargo Home Mortgage
Des Moines, Iowa
08.2019 - 03.2021
  • Collaborated with and facilitated communications with borrowers to complete their transaction
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
  • Successfully closed average of 13+ loans per month, averaging 42 million dollars annually in loan volume.
  • Earned platinum sales status every single year which is designated for performers in the top 10%.
  • Resolved problems, improved operations and provided exceptional client support.
  • Assessed clients' financial data to determine loan suitability.

Mortgage Loan Officer

Deere Employees Credit Union
Moline , IL
03.2018 - 08.2019
  • Specialized in relocation of John Deere Employees
  • Explained different types of loans pertaining to client situations.
  • Received presidents club honor for the state of Iowa in 2020 which awards the highest performing mortgage originators in the state.
  • Achieved presidents club for the state of Iowa mortgage originators in nine working months
  • Developed and maintained relationships with local real estate agents.
  • Successfully closed average of 17 loans per month.

Home Mortgage Consultant

Wells Fargo Home Mortgage
Des Moines, IA
08.2014 - 02.2018
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Received “Platinum employee of the quarter” service award multiple times.
  • Funded a monthly average of three million dollars in loans.
  • Kept communication at the highest level to ensure customer loyalty.
  • Daily monitoring of existing pipeline to ensure close dates were met.
  • Prospected potential leads.
  • Managed a book of business to build new business in slower times.
  • Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.

Home Mortgage Consultant

Community Home Lending
Overland Park, KS
01.2014 - 08.2014
  • Took mortgage applications for both refinance and purchase loans.
  • Reviewed income, asset, and credit history to accurately qualify customers.
  • Determined best mortgage solution based on customers needs.
  • Followed investor guidelines to ensure loan options were available .
  • Established relationships with local realtors.
  • Called and emailed daily leads to obtain new business.
  • Created a high level of communication with my existing loans.
  • Used mortgage technology to create a streamline process.

Education

High School Diploma - undefined

Mason City High School
Mason City, IA
2004

undefined

North Iowa Area Community College
Mason City, IA

Skills

  • Adept multi-tasker
  • Persuasive negotiator
  • Self-motivated
  • Work ethic
  • Superior organizational skills
  • Adaptable to change
  • Great people skills
  • Goal oriented

References

Michael Diehl
515-720-9162
800 Walnut St
Des Moines, Iowa 50309
Manager, Wells Fargo Home Mortgage


Nicholas Warnemunde

515-204-2114

800 Walnut st

Des Moines, Iowa 50309

Underwriting Manager, Wells Fargo Home Mortgage


Tad Lincoln

515-398-8220

800 Walnut ST

Des Moines, Iowa 50309

Sales Manager, Wells Fargo Home Mortgage



Timeline

Underwriting Associate

Wells Fargo Home Mortgage
03.2021 - Current

Home Mortgage Consultant

Wells Fargo Home Mortgage
08.2019 - 03.2021

Mortgage Loan Officer

Deere Employees Credit Union
03.2018 - 08.2019

Home Mortgage Consultant

Wells Fargo Home Mortgage
08.2014 - 02.2018

Home Mortgage Consultant

Community Home Lending
01.2014 - 08.2014

High School Diploma - undefined

Mason City High School

undefined

North Iowa Area Community College

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Jamie Huebner