SAMANTHA HUDSON
West Des Moines,IA
Summary
Ambitious, passionate, and goal driven professional, with supervising and consulting experience, often recognized for flexibility, determination, and ability to work both independently and in a team setting. Diversified skill sets covering client relations, administrative support, and business operations.
Overview
9
9
years of professional experience
Work History
Retail Sales Marketing and Mortgage Associate
Wells Fargo Private Mortgage Bank
08.2018 - 06.2023
- Developed new marketing strategies for our high production teams in order to draw in business
- Created flyers, emails, ads, and campaigns for loan officers to promote their strengths and the vision of
their business - Marketed to current and new customers as well as Realtors to maintain customer retention
- Worked with Financial Advisors to ensure their clients were in a healthy financial position regarding their mortgage
Associate Customer Service Representative
Symetra Financial Corp
03.2018 - 08.2018
- Answered incoming phone calls from agents and customers assisting with product information Assisted with inquiries on new and pending business applications and in-force transactions
- Documented interactions with agents and customers after all calls and emails Provided rate information to advisors and customers as well as market performance impacts,
- Developed new marketing strategies for our high production teams in order to draw in business
- Created flyers, emails, ads, and campaigns for loan officers to promote their strengths and the vision of their business
- Marketed to current and new customers as well as Realtors to maintain customer retention
- Worked with Financial Advisors to ensure their clients were in a healthy financial position regarding their mortgage
Loan Servicing Specialist
Wells Fargo Home Mortgage
12.2017 - 02.2018
- Compiled required loan modification documentation needed for notarization
- Ordered notary services for mortgage loan modification documents to be signed
- Prepared mail package to be delivered directly to the borrower per loan program guidelines
- Documented final settlement procedures in electronic database systems
Loan Processor/ Foreign Document Loan Processor
Premia Relocation Mortgage
02.2016 - 12.2017
- Reviewed and verified borrower’s income and asset documentation
- Corresponded with realtors, attorneys, and title companies to gather necessary documents for file Prepared loan applications to ensure they were of quality for underwriting submittal
- Processed Conventional, FHA, and Jumbo loan applications
- Assisted customers with understanding relocation benefits they would be receiving from their employer
- Translated foreign documentation for customers relocating from overseas
Home Mortgage Consultant
Wells Fargo Home Mortgage
08.2014 - 12.2015
- Analyzed financial information from customers in order to determine suitable mortgage program
- Developed relationships with real estate agents to help promote products and extend business
- Managed mortgage loan programs in all 50 states and assisted customers working from overseas
- Scheduled weekly appointments and follow up calls with customers to ensure satisfaction
- Organized a book of business to keep track of possible benefits and products for existing customers
- Worked with mortgage processors and closers to ensure a smooth transaction for each client
Education
Bachelor of Science - Sociology And Psychology
Iowa State University
Skills
- Sales and Financial Planning
- Service and Support
- Trend Forecasting and Analysis
- Relationship Development
- Competitive Analysis
- Leadership Skills
- Marketing and Social Media Skills
Timeline
Retail Sales Marketing and Mortgage Associate
Wells Fargo Private Mortgage Bank
08.2018 - 06.2023
Associate Customer Service Representative
Symetra Financial Corp
03.2018 - 08.2018
Loan Servicing Specialist
Wells Fargo Home Mortgage
12.2017 - 02.2018
Loan Processor/ Foreign Document Loan Processor
Premia Relocation Mortgage
02.2016 - 12.2017
Home Mortgage Consultant
Wells Fargo Home Mortgage
08.2014 - 12.2015
Bachelor of Science - Sociology And Psychology
Iowa State University
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