Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Shawn Harland

Vancouver,WA

Summary

Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions

Overview

12
12
years of professional experience

Work History

Mortgage Closer

US Bank Home Mortgage
Portland, OR
03.2021 - 04.2025
  • Developed loan contracts and explained contract terms to clients.
  • Reviewed loan documents to ensure accuracy and compliance with applicable regulations.
  • Identified potential fraud risks associated with mortgage applications or transactions.
  • Managed and resolved concerns, problems or issues to avoid closing delays.
  • Reviewed client documentation and contracts for discrepancies and mistakes.
  • Reviewed title commitment and insurance policies to support pre-closing documentation.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Worked with cross-functional teams to achieve goals.
  • Completed day-to-day duties accurately and efficiently.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Maintained updated knowledge through continuing education and advanced training.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

Proposal Setup Specialist

The Standard
Portland, OR
07.2017 - 03.2021
  • Analyze data on incoming insurance proposals prior to distribution for accuracy of information and completeness in order to ensure it was assigned to the proper underwriter or underwriting team in a timely manner
  • Construct folders that the underwriters or underwriting teams would need to include the appropriate documents from Salesforce to allow for accurate work and timely processing of the proposal assigned; including adding documents form public email portal
  • Monitor all correspondence in publically accessed email portal within the company across all regions and reply with appropriate response
  • Train new hires when required
  • Effectively communicate and collaborate with sales reps, underwriters and co-workers via email, phone or Skype Business on behalf of the customer to ensure a strong and positive experience
  • Employ tracking spreadsheets and reports in order to keep organized and proper records of the outgoing proposals along with monitoring and maintaining equal workloads amongst all regional underwriting teams and personnel

Relationship Banker

Bank of the Cascades
Portland, OR
08.2016 - 05.2017
  • Accurately and efficiently processing cash and deposit transactions, balancing and processing reports
  • Worked with other departments to find solution for customer; referred customers to proper departments as needed
  • Proactively research customer files and reports; create and manage internal and external customer prospect lists to appropriately target sales opportunities; cross-sell/refer Bank products and services, and follow-up on sales activities
  • Maintain daily cross sales activity reports, individual customer worksheets
  • Accepted and processed consumer loan applications up to $250,000.00
  • Processed cash shipments and orders
  • Opened and closed customer accounts according to Bank regulations and procedures
  • Comply with all Bank policies and procedures, state and federal banking regulations, and maintain customer confidentiality at all times
  • Provided Notary Services to Bank customers and general public
  • Provided daily, monthly and quarterly reports as needed

Concierge

Coast Real Estate Services
Portland, OR
08.2014 - 07.2016
  • Copy, edited and proofread print and email correspondences prior to distribution.
  • Ensured a secure environment to a privately owned unit condominium property comprised of 3 high rise towers totaling 337 units
  • Provided solutions-oriented customer service to more than 550 residents.
  • Managed property marketing collateral and mail.
  • Answer phones, update reports and tracking spreadsheets, arrange events and meeting per resident request; accept payments for dues and events

Office Clerk

Coast Real Estate Services
Portland, OR
05.2013 - 07.2014
  • Constructed and wired force protection facilities that withstood enemy assaults in a deployed environment.
  • Determined elevation and grid azimuths with maps and map overlays.
  • Patrolled areas and allowed restricted area access for authorized personnel.
  • Maintained complete accountability during redeployment of all sensitive items and communication equipment.
  • Troubleshot electrical/electronic control circuits.

Education

Bachelor of Science - Liberal Arts

Portland State University
Portland, OR
06-2016

Skills

  • Customer service
  • Attention to detail
  • Communication
  • Written communication
  • Adaptability and flexibility
  • Interpersonal communication
  • Time management

Accomplishments

  • Personally responsible for more than $300K of command equipment with no deficiencies, losses or damages
  • Awarded the Good Conduct Medal ifor exemplary behavior, efficiency and fidelity while serving active duty
  • Awarded Global War on Terrorism Service Medal for being deployed to Afghanistan during Operation Enduring Freedom (OEF)
  • Awarded Army Commendation Medal for exceptionally meritorious service

Timeline

Mortgage Closer

US Bank Home Mortgage
03.2021 - 04.2025

Proposal Setup Specialist

The Standard
07.2017 - 03.2021

Relationship Banker

Bank of the Cascades
08.2016 - 05.2017

Concierge

Coast Real Estate Services
08.2014 - 07.2016

Office Clerk

Coast Real Estate Services
05.2013 - 07.2014

Bachelor of Science - Liberal Arts

Portland State University

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Shawn Harland