Melissa McBride
Summary
Dynamic professional with strong analytical, communication, and teamwork skills, demonstrating a proven ability to adapt quickly to new environments. Committed to contributing to team success while pursuing opportunities for professional development. A positive attitude and dedication to continuous learning foster a strong desire to excel and make a meaningful impact in any role.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Business Development & Client Relations Specialist
Hammett Wealth Strategies
01.2024 - Current
- Managed the full lifecycle of insurance applications, including gathering client information, completing forms via OneAmerica and Ash portals, and ensuring accuracy for underwriting review.
- Facilitated the underwriting process by communicating with clients and internal teams to resolve application issues and obtain necessary documentation.
- Ensured policy compliance through file maintenance, quarterly reviews, and adherence to regulatory requirements for insurance and financial accounts.
- Supported policy administration by preparing and issuing essential documents, such as Contracts of Insurance (COI), and monitoring policy status.
Self-Employed
McBride Insurance Solutions
11.2022 - 09.2023
- Created customized private health insurance quotes including dental, vision, and supplemental for individuals, self-employed, small businesses, and family insurance plans
- Generated new leads and sales through various channels, including cold and warm calling leads, referrals, and CRM (Sales System)
- Marketed my business on various platforms including networking, content, social media, digital media, off-page SEO, and e-mail marketing
- Built and cultivated long-term quality relationships with clients by addressing their needs and providing high-level customer service to ensure utmost satisfaction
Mortgage Underwriter
Supreme Lending
10.2020 - 05.2022
- Approved or denied loans based on established criteria and underwriting guidelines on consumer direct loan products with a strong focus on Conventional, Portfolio, and Home Equity Lines of Credit in adherence to Supreme Lending's policies and RESPA procedures.
- assessing risk and establishing loan conditions.
- Communicated and worked courteously with management, loan officers, processors, and closers daily on the loans
- Reviewed appraisals and title documents to verify accuracy and completeness. Made careful determinations based on skilled analyses of submitted documentation covering credit histories, employment records, and current financial status.
Senior Mortgage Processor
Highlands Residential Mortgage
08.2019 - 10.2020
- Processed 30 Portfolio, Condo, Home Equities (HELOC), Construction, Conventional, FHA, and VA loans a month
- Ensured and verified information on loan and closing documentation
- Oversaw operations by working with team members and customers to find workable solutions
- Collaborated with third-party vendors to address and clear loan closing requirements
Senior Mortgage Loan Processor
Amegy Bank NA
04.2015 - 08.2019
- Processed 25-30 Portfolios, condos, Home Equities (HELOC), Construction, Conventional, FHA, and VA loans a month
- Ordered all necessary documents for loan approval, including VOES, VORS, appraisals, title work, and condo documents
- Demonstrated remarkable follow-up with borrowers and loan officers through all phases of the underwriting process
- Recognized and awarded the most funded loans and highest Gatekeeper Compliance Score in April and June 2018
Senior Mortgage Loan Processor
Hometrust Mortgage Services
08.2014 - 03.2015
Senior Mortgage Loan Processor
Priority home mortgage
11.2012 - 07.2014
Education
Bachelor of Science - Marketing and Business Administration
Colorado Technical University
Colorado Springs, CO05.2006
Skills
- Proficient in Google Docs
- Risk analysis for credit decisions
- Skilled in using Microsoft Office tools
- Residential loans
- Income analysis
- Analytical skills
- Financial data analysis
- Application evaluation
- CRM software proficiency
Certification
- Texas Department of Insurance
- 2022 - Present
- General Lines Agent
- Life, Accident, Health, and HMO, Property and Casualty
STRENGTHS
- Business growth expertise
- Excel in supporting business growth and marketing initiatives.
- Marketing proficiency
- Proficient in creating client-focused marketing materials and campaigns.
- Workflow management
- Managed multiple priorities and optimized workflows.
- Relationship builder
- Demonstrated strong relationship building with clients for business growth.
- Client relations expert
- Exceptional at customer relationship management and client communication.
- Marketing strategist
- Skilled in developing and executing effective marketing strategies.
- Workflow optimizer
- Proficient in managing and optimizing workflow processes and operations.
- Content creation specialist
- Expert in creating and delivering impactful, client-focused content and marketing materials.
Timeline
Business Development & Client Relations Specialist
Hammett Wealth Strategies
01.2024 - Current
Self-Employed
McBride Insurance Solutions
11.2022 - 09.2023
Mortgage Underwriter
Supreme Lending
10.2020 - 05.2022
Senior Mortgage Processor
Highlands Residential Mortgage
08.2019 - 10.2020
Senior Mortgage Loan Processor
Amegy Bank NA
04.2015 - 08.2019
Senior Mortgage Loan Processor
Hometrust Mortgage Services
08.2014 - 03.2015
Senior Mortgage Loan Processor
Priority home mortgage
11.2012 - 07.2014
Bachelor of Science - Marketing and Business Administration
Colorado Technical University
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