Shelly Parrish
Gig Harbor,WA
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products, and guiding customers through the loan process. Handles complex financial transactions using in-depth knowledge of loan products, services, and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
15
15
years of professional experience
Work History
Loan Officer
Umpqua Bank/Columbia Bank
2014.08 - Current
- Developed strong relationships with customers through high levels of customer service.
- Educated homebuyers on loan options, and kept clients engaged in process.
- Collected & submitted loan applications with appropriate financials to underwriters.
- Collaborated bank wide to find solutions for our customers.
- Worked within community to discover ways to reach their home ownership goals.
- Maintained strict confidentiality of bank records and client information.
- Maintained and utilized database for customer outreach and opportunity for future business.
Caregiver
Right At Home Senior Care. Independently Too.
2010.03 - 2015.08
- Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
- Built strong relationships with clients to deliver emotional support and companionship.
- Created spaces that were safe, comfortable and organized within their homes.
- Transported individuals to events and activities, medical appointments, and shopping trips.
- Organized client schedules and communicated with family and medical personnel when asked.
Education
Bachelor of Arts - Interdisciplinary Studies
University of Missouri - Columbia
Columbia, MO05.2000
Skills
- Active Listening and Learning
- Financial History Reviews
- Client Relations
- Applicant Counseling
- Networking and Partnership Development
- Regulatory Compliance
- Solution Planning
- Database Management
- Documentation Review
- Sales expertise
- Relationship building and management
- Negotiation Techniques
- Analytical and Critical Thinking
- Problem-Solving
- Teamwork and Collaboration
- Income Evaluation
Timeline
Loan Officer
Umpqua Bank/Columbia Bank
2014.08 - Current
Caregiver
Right At Home Senior Care. Independently Too.
2010.03 - 2015.08
Bachelor of Arts - Interdisciplinary Studies
University of Missouri - Columbia
Similar Profiles
KIMBERLY M. SAKAMOTOKIMBERLY M. SAKAMOTO
Residential Loan Officer Assistant, Assistant Vice President at COLUMBIA BANK (UMPQUA BANK, March 2023)Residential Loan Officer Assistant, Assistant Vice President at COLUMBIA BANK (UMPQUA BANK, March 2023)
Amanda StevensAmanda Stevens
Sr. Treasury Management Sales Analyst at Umpqua Bank (formerly Columbia Bank)Sr. Treasury Management Sales Analyst at Umpqua Bank (formerly Columbia Bank)
Jodi RichardsonJodi Richardson
Assistant Branch Manager at Columbia Bank/Umpqua BankAssistant Branch Manager at Columbia Bank/Umpqua Bank