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
08.2014 - 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.
03.2010 - 08.2015
- 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
08.2014 - Current
Caregiver
Right At Home Senior Care. Independently Too.
03.2010 - 08.2015
Bachelor of Arts - Interdisciplinary Studies
University of Missouri - Columbia
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