Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Joshua Korbal

Coeur d'Alene,ID

Summary

Dynamic funding specialist known for enhancing loan processing efficiency and accuracy at Harborstone. Achieved a 90% client retention rate at Allstate through exceptional relationship management and data interpretation skills. Proficient in SalesForce and Microsoft Office, with a strong ability to foster business growth while managing risk through detailed analysis and effective communication. Aiming to leverage this experience to drive financial success in future roles.

Overview

5
5
years of professional experience

Work History

Funding specialist

Harborstone
Lakewood, WA
08.2023 - 10.2024
  • Review funding packets to ensure they meet regulatory and credit union guidelines
  • Checking credit apps, title apps, membership apps, and other contacts for fully accurate information
  • Ensuring the financials of the retail installment contract (RIC) are accurate
  • Working with dealerships finance department to correct any errors found on the RIC

Licensed Insurance producer

Allstate
Bremerton, WA
01.2023 - 08.2023
  • Executed end-to-end sale process from proactively identifying new leads to closing increasing revenues
  • Processed policy updates, other maintenance requests, and payments leading to 90% client retention
  • Onboarding new clients, setting up new account and utilizing tools to improve client satisfactory

Contact Center Rep

University of Washington
Seattle, WA
01.2021 - 01.2023
  • Act as intermediary between patients and doctors clinic to assist patients with getting appointments, medical informations, prescriptions, talking 70 - 80 patients per day
  • Work within multiple CRM system to ensure information is updated and accurate across all platforms
  • Onboard patients before they visit a new clinic, advising of clinic requirements, setting exceptions, and answering any questions

Underwriter/Closer

United Wholesale Mortgage
Pontiac, MI
01.2020 - 01.2021
  • The goal was to review 11 loan applications a day to ensure they met investor guidelines and UWM overlays in a efficiency and accurate manner
  • Maintained thorough and accurate client files within SalesForce and other proprietary CRM systems with information necessary to underwrite mortgages
  • Educated brokers on terms of loan and specifics of each contract prior to clearing to closing
  • Worked closely with brokers and title agents to ensure closing packages were accurate and ready for closing
  • Adjust fees and ensure all final documents uploaded cleared the final conditions need are cleared to fund the loan
  • Mentored new Closers for two weeks post-training, sharing documentation and tips for success

Education

High School Diploma -

Bremerton High School
Bremerton
06-2006

Skills

  • Quick to Adjust
  • Data Interpretation
  • Verbal and Written Communication
  • Detail-Oriented Analysis
  • Sales Enhancement Skills
  • SalesForce Implementation Experience
  • Proficient in Microsoft Office
  • Relationship Management
  • Proposal development
  • Loan closing documentation
  • Closing support
  • Conflict resolution
  • Fraud detection
  • Financial arrangement negotiations
  • Managing risk
  • Policy renewal
  • Quoting and pricing policies
  • Influencing business growth
  • Analyzing data
  • Property appraisal

Timeline

Funding specialist

Harborstone
08.2023 - 10.2024

Licensed Insurance producer

Allstate
01.2023 - 08.2023

Contact Center Rep

University of Washington
01.2021 - 01.2023

Underwriter/Closer

United Wholesale Mortgage
01.2020 - 01.2021

High School Diploma -

Bremerton High School

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Joshua Korbal