Summary
Overview
Work History
Education
Skills
Community Involvement
Timeline
Generic

Marianne Schlabach

Kalona,IA

Summary

Accomplished professional with substantial experience in the banking and finance industry. Skilled in loan origination, underwriting, customer service, and portfolio management. Proven ability to develop relationships with customers and close loans promptly. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue, and foster loyalty. Pursues every opportunity to support team members and proactively address issues.






Overview

28
28
years of professional experience

Work History

Private Mortgage Banker, Junior

Wells Fargo Home Mortgage
12.2016 - 05.2023
  • Collaborated with management teams to formulate annual sales plans, objectives, and targets.
  • Effectively conveyed product features, advantages and benefits to potential customers.
  • Cultivated and sustained robust customer relationships and networks within designated sales territory to foster loyalty.
  • Demonstrated adaptability and maintained composure in a dynamic, high-paced work environment.
  • Fostered strong connections with real estate agents, businesses, and referral sources.
  • Educated borrowers about various loan options, credit alternatives, and service terms.
  • Fostered enduring customer relationships and networks by proactively reaching out to both existing and prospective clients.
  • Efficiently resolved customer inquiries and concerns in a prompt and professional manner.
  • Actively participated in scheduled training sessions, department meetings, and company events to enhance expertise and bolster the company's reputation.
  • Maintained up-to-date knowledge of local and federal laws, regulations, and guidelines pertaining to mortgages.
  • Conducted informative meetings with borrowers to guide them through the loan application process and collect necessary information.

Home Mortgage Consultant

Wells Fargo Home Mortgage
06.2002 - 12.2016
  • Educated borrowers on various loan and credit alternatives, along with detailed service terms.
  • Effectively addressed customer inquiries and concerns with a focus on timeliness and professionalism.
  • Cultivated strong rapport with real estate agents, enterprises, and other referral channels.
  • Conducted meetings with borrowers to facilitate loan application procedures and offer insights into the lending process.
  • Remained informed of the latest local and federal mortgage-related laws, regulations, and guidelines.
  • Focused on the development and diversification of both internal and external referral sources to foster growth in the mortgage business.


Credit Manager

Wells Fargo Financial
05.2000 - 06.2002
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Educated borrowers on various loan and credit alternatives, along with detailed service terms.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Processed loan applications and monitored progress from start to finish.
  • Efficiently resolved customer inquiries and concerns in a prompt and professional manner.
  • Actively participated in scheduled training sessions and area sales meetings to enhance expertise.

Teller

U.S. Bank
06.1998 - 05.2000
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.

Department Lead

Polo Ralph Lauren Factory Store
08.1997 - 06.1998
  • Set up displays and trained employees on current promotions.
  • Communicated with managers of other departments to maintain transparency.
  • Monitored customers and employees to evaluate loss prevention risks, performance and customer service.

Personal Banker

University Of Iowa Community Credit Union,
05.1995 - 08.1997
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted customers with setting up or closing accounts and signing up for new services.
  • Cross-sold various products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.

Education

MBA - Finance

St. Ambrose University
Davenport, Iowa
05.2000

Bachelor of Arts - Biology

Luther College
Decorah, IA
05.1993

Skills

  • Client Account Management
  • Credit Check Knowledge
  • Knowledge of VA Loan Process
  • Manage Complaints

Community Involvement

Mid-Prairie Community School DistrictSchool Board Member 2015-present 

  • served as the school board president im 2020-2021, served as vice president in 2019-2020 and 2021-2022
  • create and revise school policy and respond to constituents on school board issues
  • evaluate superintendent


Parent Volunteer for Junior Achievement in the Iowa City Community School District, as well as the Mid-Prairie Community School District 

  • have been a parent volunteer at the Regina Catholic Education Center for the past 10 years
  • have been a parent volunteer at Mid-Prairie East Elementary, West Elementary, and Middle School for the past 7 years

     

Participated as a Financial Counselor for the Financial Literacy Fair hosted by Kirkwood Community College for the past 5 years 


Holy Family Parish 

  • currently serving as the Church and Parish Life Commission Representative for Holy Trinity since 2022
  • active in volunteering at various church events, such as the Holy Trinity Fall Dinner and the Community Thanksgiving Dinner
  • served as a Faith Formation teacher in 2016-2018


Timeline

Private Mortgage Banker, Junior

Wells Fargo Home Mortgage
12.2016 - 05.2023

Home Mortgage Consultant

Wells Fargo Home Mortgage
06.2002 - 12.2016

Credit Manager

Wells Fargo Financial
05.2000 - 06.2002

Teller

U.S. Bank
06.1998 - 05.2000

Department Lead

Polo Ralph Lauren Factory Store
08.1997 - 06.1998

Personal Banker

University Of Iowa Community Credit Union,
05.1995 - 08.1997

MBA - Finance

St. Ambrose University

Bachelor of Arts - Biology

Luther College

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Marianne Schlabach