STEPHANIE HERR
Denver,PA
Summary
Goal-oriented manager with distinguished experience in mortgage industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
16
16
years of professional experience
Work History
Sales Manager
Magnolia Bank
04.2018 - Current
- Closing over 1 million per month in loan volume
- Ensure Customers are protected by offering appropriate mortgage programs within federal and state guidelines
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Organized promotional events and interacted with community to increase sales volume.
- Conducted orientation sessions and organized on-the-job training for new hires.
- Managed recruitment, hiring and training of sales staff.
VP of Mortgage Lending
Bridgeview Bank Mortgage Company
08.2013 - 04.2018
- Earned VP of Mortgage lending title first year as a loan officer closing over 85 loans in 1 year in 2016
- Provided lead generation and worked the pipeline to close loans
- 2013-2016 was a loan processor for this company duties included: ordering payoffs, ordering verifications, obtaining conditions from borrowers for the LO
Loan Processor
GMH Mortgage
11.2012 - 08.2013
- Provided quick turnaround times to maintain fast-past schedule.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Loan Processor
New Penn Financial
09.2012 - 10.2012
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Set up and completed loan submission packages.
- Monitored pipelines to track and log status of loans.
Loan Processor
Wells Fargo Home Mortgage
05.2009 - 08.2012
- Responsible for clearing conditions and issue changes to the terms on previously approved loans
- Coordinated Closings
- Ensured compliance
- Maintained pipeline of over 100 loans
- Prepared file for final clear-to-close by branch management.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Communicated with originator and applicant concerning progress of loan file.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
Education
Bachelor of Communications -
East Stroudsburg University
05.2008
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Indiana University of PA
05.2005
Skills
- Proficient in Microsoft Office
- Proficient in Excel
- Proficient in Paperless systems (CORE, XDOC, PC LENDER, ENCOMPASS)
- 70 WPM typing
- Excellent Customer Service Skills
- Fast Learner
- Trained in USDA, FHA, Conventional, VA, bond, SIMO, JUMBO, non-conforming
- Trained in HARP - Purchases and Refinances
- Positive and upbeat
- Employee motivation
- Training and development
- Pipeline management
- Trained in Velocify
- Staff management
- Lead generation
Timeline
Sales Manager
Magnolia Bank
04.2018 - Current
VP of Mortgage Lending
Bridgeview Bank Mortgage Company
08.2013 - 04.2018
Loan Processor
GMH Mortgage
11.2012 - 08.2013
Loan Processor
New Penn Financial
09.2012 - 10.2012
Loan Processor
Wells Fargo Home Mortgage
05.2009 - 08.2012
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Indiana University of PA
Bachelor of Communications -
East Stroudsburg University
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