Kerrie Wright
Gilbert,USA
Summary
Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Loan Specialist
SMALL BUSINESS ADMINISTRATION
01.2023 - 03.2025
- Reviewed agency fraud holds
- Prepared loans for charge off
- Processed service requests; subordination, business closure, ownership change, hardship accommodation, assumption, release of collateral, bankruptcy, payment modification, deceased borrower
- Provided superior customer service by responding promptly to inquiries and resolving problems quickly.
Mortgage Loan Specialist
OWN UP
05.2022 - 07.2022
- Coordinated communication between multiple parties involved in the transaction such as lenders, brokers, realtors.
- Used consultative selling techniques to advise clients on mortgage loan options and other financial products.
Loan Specialist
CROSSROADS TALENT SOLUTIONS
08.2020 - 12.2021
- Processed loans to recommend approval or decline
- Mentored team members as requested by management
- Performed detailed analysis of loan applications to ensure accuracy and completeness.
Mortgage Banker
J.P. MORGAN CHASE
08.2016 - 02.2017
- Reviewed credit reports and financial statements to ensure eligibility
- Serviced customer until loan closed working closely with underwriting and processing team
- Maintained compliance with all federal and state regulations related to mortgage banking operations.
- Utilized superior communication skills to explain complex financial information to clients.
Insurance Sales Agent/Business Owner
KOE ANDO INSURANCE AGENCY, INC.
06.2011 - 07.2015
- Educated customers on new and changing Federal programs
- Managed 158 customer accounts; maintained 100% retention during ownership
- Exceeded $3 million average in sales due to consistent follow up and quality customer service
- Collaborated with other USDA governmental agencies; Farm Service Agency (FSA) and Risk Management Agency (RMA)
- Monitored government regulations; verified customer compliance to avoid federal audits and recovery of overpaid claims
Education
Master of Business Administration - Business Administration
Seattle University
Seattle, WABachelor of Science - Education
University of Wyoming
Laramie, WYSkills
- Documentation review
- Teamwork and collaboration
- Attention to detail
- Verbal and written communication
- Loan servicing
- Customer assistance
Certification
- Life, Health, Property & Casualty Insurance, Arizona, #1129058
- Mortgage Loan Originator License
- AZ Teaching Certificate, Business and Marketing, Family and Consumer Sciences, Middle Grades Mathematics
Timeline
Loan Specialist
SMALL BUSINESS ADMINISTRATION
01.2023 - 03.2025
Mortgage Loan Specialist
OWN UP
05.2022 - 07.2022
Loan Specialist
CROSSROADS TALENT SOLUTIONS
08.2020 - 12.2021
Mortgage Banker
J.P. MORGAN CHASE
08.2016 - 02.2017
Insurance Sales Agent/Business Owner
KOE ANDO INSURANCE AGENCY, INC.
06.2011 - 07.2015
Master of Business Administration - Business Administration
Seattle University
Bachelor of Science - Education
University of Wyoming
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