Shannon Anderson
Ellensburg ,WA
Summary
Multi-talented Senior Executive knowledgeable about sales, operations and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and client satisfaction.
Overview
20
20
years of professional experience
Work History
Vice President Wholesale and Retail Lending
First Financial Northwest Bank
06.2022 - Current
- Identified opportunities to improve business process flows and productivity.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Established performance goals for department and outlined processes for achievement.
- Identified and resolved issues between employees, promoting better collaboration and mutual respect.
- Monitored industry trends, keeping current on latest changes and competition in industry.
- Led development of strategic marketing plans to raise awareness and drive sales growth.
- Evaluated product development strategies and prepared alternative approaches to goal achievement.
- Increased company growth through collaboration with sales and marketing departments.
Wealth Management Loan Officer
Us Bank
10.2018 - 05.2022
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Maintained strict confidentiality of bank records and client information.
- Collaborated with other departments to promptly process loan applications.
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Developed systems to efficiently track loan documents and enhance accuracy.
- Developed and implemented marketing campaigns to attract new customers.
- Developed and maintained relationships with customers, lenders and other third parties.
- Identified opportunities to cross-sell and upsell loan products to customers.
Private Client Mortgage Banker
Chase
10.2015 - 09.2018
- Identified opportunities to cross-sell and upsell loan products to customers.
- Negotiated loan terms and conditions with customers to secure best deal.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Developed extensive network of referral partners within the Bank and externally to source new mortgage loan opportunities.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Private Mortgage Banker
Wells Fargo
03.2004 - 07.2013
- Underwrote and approved loans for High Net Worth clients. Approval Authority up to 1,000,000
- Achieved Presidents Club 4 years
- Worked specifically with Private Bank customers to achieve their financing needs
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Developed and maintained relationships with customers, financial advisors and other third parties.
Education
Bachelor of Arts - Business Administration
Washington State University
Pullman, WASkills
- Client Relationship Building
- Customer Prospecting
- Market Research
- Sales Leadership
- Event Networking
- Business Development
- Strategic Planning
- Critical Thinking
- Complex Problem-Solving
- Relationship Building
- Customer Education
Timeline
Vice President Wholesale and Retail Lending
First Financial Northwest Bank
06.2022 - Current
Wealth Management Loan Officer
Us Bank
10.2018 - 05.2022
Private Client Mortgage Banker
Chase
10.2015 - 09.2018
Private Mortgage Banker
Wells Fargo
03.2004 - 07.2013
Bachelor of Arts - Business Administration
Washington State University
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