Julie Forshee
Missoula,MT
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the mortgage industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
18
18
years of professional experience
Work History
Mortgage Loan Officer
Guild Mortgage Company
Missoula, MT
07.2018 - 07.2021
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- Proactively identified solutions for customers experiencing credit issues.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Developed prospects for new loans by conducting 50 cold calls weekly
Insurance Sales Agent
Aflac
Missoula, MT
02.2016 - 03.2018
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Drove team revenue totals by bringing in top sales numbers.
- Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
- Met and exceeded sales goals for region through generating new leads and identifying new clients
- Handled approximately 250 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage
Account Specialist
Green Tree Financial
Missoula, MT
02.2013 - 10.2015
- Reached out to borrowers to discuss current status and loan workout options.
- Helped customers navigate options to maintain homeownership.
- Provided reinstatement and payoff quotes to clients.
- Discussed property liquidation options with customers.
- Managed portfolio of 1500 accounts
Lead Teller
First Montana Bank
Missoula, MT
08.2011 - 02.2013
- Investigated and promptly resolved issues with patron accounts.
- Identified potential needs through observation, questioning and listening.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Mentored newly hired team members on appropriate responses to patron questions.
NSF/Account Manager
Missoula Federal Credit Union
Missoula, MT
05.2007 - 01.2011
- Counseled debtors on payment options and arranged installment agreements.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Created documents for court such as affidavits, modifications and forbearance agreements.
- Negotiated to collect balance in full.
- Managed 1500 accounts by reviewing and mitigating discrepancies and collaborating with account holders
Sales Associate
Wal-Mart Supercenter
Missoula, MT
11.2001 - 05.2007
- Helped customers locate products and checked store system for merchandise at other sites.
- Trained and developed new hires in company processes, product knowledge, customer service and selling techniques.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Completed orders and organized product deliveries to meet customer timetables
Education
No Degree - Geological And Earth Sciences
The University of Montana
Missoula, MTSkills
- Customer Service
- Microsoft Office
- Sales
- Payment Collection
- Credit History Review
- Attention to Detail
- Problem Solving
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Mortgage Loan Officer
Guild Mortgage Company
07.2018 - 07.2021
Insurance Sales Agent
Aflac
02.2016 - 03.2018
Account Specialist
Green Tree Financial
02.2013 - 10.2015
Lead Teller
First Montana Bank
08.2011 - 02.2013
NSF/Account Manager
Missoula Federal Credit Union
05.2007 - 01.2011
Sales Associate
Wal-Mart Supercenter
11.2001 - 05.2007
No Degree - Geological And Earth Sciences
The University of Montana