Results-oriented professional with 20 years of experience in client service, sales support, and customer relationship management within real estate, mortgage, and finance sectors. Expertise in building trust, delivering tailored solutions, and managing multiple priorities in fast-paced environments. Committed to fostering long-term client relationships and advancing into higher-level management roles.
Overview
1
1
Certification
29
29
years of professional experience
Work History
Escrow Assistant
CW Title & Escrow
Spokane, WA
04.2026 - 06.2026
Ordered updated title commitments, reviewed preliminary title reports, and worked with title officer to clear liens or exceptions.
Collected purchase agreements, verified for accuracy, and set up new escrow transactions in the system.
Processed Earnest Money payments, incoming funds to close. final invoice payments and reimbursements to sellers for held back funds.
Processed earnest money payments and reconciled incoming funds, ensuring accurate final invoices and timely reimbursements for sellers.
Monitored contingency dates, lender timelines, and closing schedules to keep the transaction on track.
Worked closely with escrow officers and title officers to support smooth closings
Successfully served as a point of contact for agents, lenders, buyers, and sellers to provide updates and request missing items.
Delivered prompt responses while fostering a professional, service-oriented experience for all parties involved.
Provided notary services in Washington, ensuring legal compliance for various documents.
Marketing & Networking Manager
Markham Group, LLC
Chelan, WA
10.2025 - 12.2025
Established Marketing & Networking Manager role to align with business growth objectives.
Developed and executed marketing strategies to increase brand visibility and client engagement.
Managed digital marketing, social media presence, and lead-generation initiatives.
Cultivated new business opportunities through targeted networking events and industry outreach efforts.
Identified new business opportunities through networking events and industry outreach.
Represented the company at trade shows and community events to strengthen brand presence.
Initiated and produced company's inaugural Holiday Newsletter and Holiday card for business partners and clients.
Created new company logo and motto to embrace the new direction the business was taking.
Presented recommendations to the owner regarding the benefit of adding a CRM, streamlining communications with the business's labor force and plans for upcoming trade show opportunities.
Finance Manager
Lone Wolf Harley-Davidson
Spokane Valley, WA
02.2025 - 04.2025
Guided customers through sales and loan contracts, enhancing understanding and satisfaction.
Ensured compliance with state and federal regulations and timely document processing.
Guided customers through sales and loan contracts, ensuring clarity and satisfaction.
Cross-sold protection and insurance products, aligning solutions with customer needs.
Ensured compliance with state and federal regulations, facilitating timely document processing.
CRA Mortgage Loan Officer
U.S. Bank Home Mortgage
Spokane, WA
12.2023 - 02.2025
Provided exceptional customer service throughout pre-approval to closing, ensuring client satisfaction and smooth transactions.
Delivered exceptional customer service from pre-approval through closing.
Built and maintained strong relationships with clients, real estate agents, and community partners.
Collaborated with processors and underwriters to expedite approval processes, enhancing turnaround times for clients.
Participated in ongoing training to expand product knowledge and sales skills.
Production Manager
Q Home Loans
Spokane, WA
03.2023 - 08.2023
Managed multiple projects and client files simultaneously, ensuring timely delivery and client satisfaction.
Oversaw quality control processes, ensuring adherence to industry standards and enhancing product reliability.
Managed multiple projects and client files simultaneously while meeting deadlines.
Identified process improvement opportunities and facilitated team communication to streamline operations.
Senior Loan Consultant
loanDepot
04.2020 - 01.2023
Guided clients through loan application processes and documentation requirements.
Provided expert advice on mortgage options and rates to potential borrowers.
Evaluated client financial profiles to recommend suitable loan products.
Collaborated with underwriters to assess and approve loan applications efficiently.
Built strong relationships with clients, ensuring ongoing communication and support.
Educated clients about loan terms, conditions, and repayment options thoroughly.
Mentored junior consultants on best practices in client service and loan processing.
Negotiated terms of loan agreements with clients including interest rates, repayment plans, fees, and collateral requirements.
Analyzed borrower's financial data using specialized software programs in order to assess risk levels associated with each applicant’s profile.
Advised clients on strategies that could improve their credit score or increase their chances of securing a loan approval.
Conducted regular audits of loan files for accuracy and completeness.
Participated in training sessions designed to stay abreast of changing laws and regulations related to consumer lending.
Marketed myself and my company to increase business production.
Networked with Realtors, Insurance Agents, Title & Escrow Agents, and other Lenders to collaborate and produce cross-sale opportunities.
Planned and executed numerous industry events and fundraisers for local non-profit organizations.
Home Loan Originator
Cornerstone Home Lending
08.2019 - 04.2020
Guided clients through loan application processes and documentation requirements.
Guided clients through loan application processes, ensuring compliance with documentation requirements and enhancing client confidence.
Evaluated client financial profiles to recommend suitable loan products.
Collaborated with underwriters to assess and approve loan applications efficiently.
Built strong relationships with clients, ensuring ongoing communication and support.
Educated clients about loan terms, conditions, and repayment options thoroughly.
Mentored junior consultants on best practices in client service and loan processing.
Analyzed market trends to identify new opportunities for loan offerings, contributing to strategic product development.
Advised clients on strategies that could improve their credit score or increase their chances of securing a loan approval.
Analyzed market trends to identify new opportunities for loan offerings effectively.
Negotiated favorable loan agreement terms with clients, aligning repayment plans and fees with borrower needs and financial goals.
Promoted services to potential clients through networking events.
Participated in training sessions designed to stay abreast of changing laws and regulations related to consumer lending.
Home Loan Officer
Finance of America Mortgage
08.2018 - 04.2019
Demonstrated strong product knowledge, educating borrowers on available loan programs and guiding them toward the best financial solutions.
Took and prepared loan applications for prospective borrowers, verifying accuracy, completeness, and compliance with lending requirements.
Assessed borrower needs and recommended the most suitable loan products, supporting both inside and outside sales efforts.
Verified and processed financial documentation, ensuring accuracy and readiness for underwriting review.
Utilized spreadsheets and digital tools to track applications and manage client data, ensuring organized documentation for efficient processing.
Built and maintained long‑term client relationships, driving repeat business and strong client retention.
Utilized spreadsheets and digital tools to track applications, manage client data, and maintain organized documentation.
Planned and executed marketing and networking events to increase brand visibility and generate new business opportunities.
Engaged in community outreach and volunteer work, strengthening local relationships and supporting organizational reputation.
Fostered relationships with clients, partners, and referral sources, supporting business growth and maintaining consistent production. compliance with lending requirements.
Home Loan Officer
Gesa Credit Union
Spokane, Washington
02.2017 - 08.2018
Cultivated client relationships, assessed needs, and presented tailored financial solutions to enhance client satisfaction.
Coordinated documentation management and partner communications to streamline transaction processes.
Delivered exceptional customer service and actively contributed to achieving sales targets.
Collaborated with underwriters to resolve application issues.
Accounts Receivable
SanMar
Issaquah, WA
03.2015 - 02.2017
Managed customer accounts, processed payments, and resolved discrepancies to ensure timely collection of outstanding balances.
Maintained accurate records while facilitating communication between internal teams and external customers.
Provided remote support from Spokane Valley
Office Manager
Dezda Finn Property Management & Real Estate
Spokane, Washington
10.2014 - 02.2015
Managed daily office operations to ensure efficient workflow.
Coordinated property management tasks for multiple real estate projects.
Oversaw office supplies inventory and procurement processes.
Facilitated communication between tenants, landlords, and maintenance teams.
Organized company meetings, including scheduling and logistics coordination.
Maintained filing system for records, correspondence and other documents.
Answered phone calls, responded to emails, routed mail and coordinated courier services.
Mortgage Loan Originator
Mountain West Bank
Spokane Valley, WA
09.2013 - 09.2014
Same duties as Mortgage Lender roles above.
Mortgage Loan Officer
Wells Fargo Home Loans
Spokane, Washington
05.2013 - 09.2013
Same duties as other Mortgage Lender positions above.
Front Office Manager
RE/Max of Spokane
Spokane Valley, Washington
10.2011 - 05.2013
Managed front office operations for a leading real estate firm.
Developed and maintained effective communication with clients and agents.
Integrated & transitioned office to use new paperless system, Skyslope.
Trained employees and agents on Skyslope.
Answered phones to respond to customer inquiries and transferred calls to appropriate staff members.
Produced monthly reports for production and stats for where we were ranked in the industry.
Mortgage Loan Officer
Global Credit Union
Spokane, Wa
09.2006 - 02.2010
Same duties as the other Mortgage Lender positions above.
Assistant Manager
CitiFinancial
Spokane Valley, Washington
05.2001 - 09.2006
Managed daily operations and ensured compliance with company policies.
Trained and mentored staff to enhance customer service skills.
Developed and implemented strategies to improve team performance.
Oversaw customer account management and resolved issues efficiently.
Collaborated with upper management on operational improvements and initiatives.
Facilitated training sessions for new hires on company procedures.
Managed customer service inquiries and complaints in a timely manner.
Maintained up-to-date knowledge of company products and services.
Collaborated with management on developing strategic plans for achieving business goals.
Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Successfully completed Manager training program.
Successfully performed relief manager assignments at other branches districtwide.
Received 15+ Employee of the Month awards districtwide.
Received Employee of the Year award Regionally in 2005.
Performed Notary Public duties.
Teller/Sr. Teller
Global Credit Union, STCU, and BofA
Spokane, Wa
07.1997 - 05.2001
Assisted customers with account inquiries and service requests.
Managed cash drawer and balanced daily transactions.
Promoted credit union products to enhance member engagement.
Collaborated with team members to improve service delivery.
Handled customer complaints and resolved issues promptly.
Maintained compliance with banking regulations and policies.
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Handled large volumes of currency quickly and accurately with minimal errors.
Maintained confidentiality of all customer records and information according to company policies.
Built and maintained client relationships through quality, personalized interactions.
Verified customers' identification to ensure compliance with laws and regulations.
Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Identified fraudulent activity or suspicious behavior immediately reported it to management.
Explained the features of various banking products available to customers.
Met or exceeded sales goals by promoting bank products and services in customer interactions.
Cross-sold additional bank products when applicable to meet customer needs.
Processed wire transfers for customers both domestically and internationally.
Researched discrepancies between actual cash amounts and records of transactions for accuracy.
Education
Diploma - College Preparatory School
Gonzaga Preparatory School
Spokane, WA
05-1997
No Degree - Business Management & Marketing
Eastern Washington University
Cheney, WA
Skills
Escrow processing
Sales support
Interpersonal communication
Financial documentation analysis
Compliance awareness
Problem assessment
Client relationship management
Escrow transaction management
Document management
Transaction management
Regulatory adherence
Client outreach strategies
Industry event participation
Financial document review
Communication effectiveness
Time management
Contract review
Sales skills
Loan application management
Notary services
Customer relationship management
Relationship building
Regulatory adherence
Certification
NMLSR License #317099
Notary Public - Washington State, Commission exp. 05/2030