Summary
Overview
Work History
Education
Skills
Accomplishments
LANGUAGES
Work Availability
Certification
Websites
Timeline

SHERIN HELLES

Summary

Results-driven professional with over 10 years of experience in client relations, compliance, and process optimization across industries including finance, sales, and customer service. Recognized for exceptional communication, problem-solving, and leadership abilities, with a proven record of surpassing performance metrics and mentoring teams to success. Adept at managing sensitive information, streamlining operations, and delivering outstanding client experiences.

Overview

7
7
years of professional experience
2
2
Certificate

Work History

Certified Debt Specialist

Beyond Finance
04.2025 - Current
  • Consulted with clients to provide personalized debt management solutions while ensuring compliance with industry regulations.
  • Maintained accurate documentation, enhancing efficiency and regulatory readiness.
  • Delivered empathetic, solution-focused support to help clients achieve financial stability.

Tax Assistant

Julie Cameron, CPA, LLC
01.2023 - 04.2025
  • Prepared and filed business and personal tax returns with precision and confidentiality.
  • Managed financial data for audits, ensuring full compliance and accuracy.
  • Communicated with clients to collect information and explain complex documentation.

Connectivity Expert

Alliance Mobile AT&T
05.2023 - 01.2025
  • Guided customers through service setup and account onboarding, ensuring seamless experiences.
  • Achieved Highest Sales Award in 2024, leading the team in conversions and upselling initiatives.
  • Created follow-up templates and trained new team members to improve communication and client satisfaction.

Executive Mortgage Banker

Rocket Mortgage
05.2018 - 05.2023
  • Consulted clients on mortgage solutions, maintaining strict compliance with financial regulations.
  • Mentored team members on communication strategies, client engagement, and compliance.
  • Earned multiple 1st Place in Conversion awards for consistently exceeding sales targets.

Senior Mortgage Underwriter

Rocket Mortgage TPO
11.2020 - 12.2021
  • Reviewed and verified client documentation, ensuring 0% final sign-off issues due to meticulous attention to detail.
  • Collaborated with cross-functional teams to resolve complex financial cases.
  • Recognized with the Love Our Clients Award for exceptional service.

Education

High School Diploma -

Bloomfield Hills High School, Bloomfield Hills, MI

Skills

  • Client Relations & Customer Experience
  • Sales & Revenue Growth
  • Communication & Negotiation
  • Team Mentorship & Training
  • Compliance & Risk Management
  • Process Improvement & Workflow Optimization
  • Data Analysis & Record Management
  • Conflict Resolution & Problem-Solving

Accomplishments

  • Highest Sales Award, Alliance Mobile AT&T (2024)
  • Love Our Clients Award, Rocket Mortgage (2019)
  • 0% Final Sign-Off Issues, Rocket Mortgage TPO (2020 & 2021)
  • Multiple 1st Place in Conversion & Top in Closings Awards

LANGUAGES

Russian
Native or Bilingual

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification

  • NMLS Licensed Mortgage Loan Originator (Active) #1751452
  • IAPDA Certification (Active)

Timeline

Certified Debt Specialist - Beyond Finance
04.2025 - Current
Connectivity Expert - Alliance Mobile AT&T
05.2023 - 01.2025
Tax Assistant - Julie Cameron, CPA, LLC
01.2023 - 04.2025
Senior Mortgage Underwriter - Rocket Mortgage TPO
11.2020 - 12.2021
Executive Mortgage Banker - Rocket Mortgage
05.2018 - 05.2023
Bloomfield Hills High School - High School Diploma,

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SHERIN HELLES