Summary
Overview
Work History
Skills
Timeline
Generic

Wendy Goodman

Mount Vernon,WA

Summary

Client focused, detail-oriented and highly organized banking professional with years of experience in mortgage loan coordination and retail operations. Skilled in building relationships, managing deadlines, and discovering efficiencies. Known for effective collaboration within teams and adapting to evolving needs. Strong communication and analytical skills.

Overview

35
35
years of professional experience

Work History

Senior Real Estate Loan Coordinator

Peoples Bank
07.2019 - 08.2024
  • Processed real estate mortgage files in accordance with investor and portfolio guidelines
  • Ensured adherence to purchase contract closing and lock expiration dates
  • Utilized Encompass as the primary lending platform to manage loan processing efficiently
  • All work completed with a high degree of accuracy and confidentiality

Self-Employed

Goody's Rack Shop
09.1996 - 03.2018
  • Co-owned a retail business specializing in vehicle rack systems for recreational and commercial uses in Mount Vernon
  • Managed financial operations, maintaining accurate bookkeeping and financial records
  • Oversaw the transition of the business after its sale to RPM Performance (Karmart) at the end of 2017, assisting with operational integration
  • Collaborated with my husband, who managed day-to-day retail and installation operations, ensuring seamless business functionality

Mortgage Loan Web Center Manager

Whidbey Island Bank / Heritage Bank
01.2009 - 07.2017
  • Managed growth of the newly developed Web Center for online real estate mortgage applications
  • Provided training for retail staff to assist branch customers with online applications, enhancing the user experience and efficiency
  • Utilized Encompass as the primary lending platform for mortgage processing
  • My career at Heritage bank included being promoted from Mortgage Loan Processor to Mortgage Loan Operations Supervisor to the Web Center Manager
  • Supervised a team of eleven loan processors, as well as the closing team and shipper/funder staff, ensuring smooth operations and timely closings

Various Positions

Horizon Bank
03.1989 - 07.1999
  • Began banking career as a part-time teller, gaining foundational experience in customer service and banking operations
  • Advanced to receptionist at a mortgage-only location, streamlining front desk operations and customer interactions
  • Promoted to Mortgage Loan Officer, successfully managing mortgage applications and client relationships
  • Opened the flagship branch in Burlington, where I continued as Mortgage Loan Officer while also serving as Retail Operations Supervisor, overseeing daily branch operations and team performance

Skills

  • Client focused
  • Highly organized
  • Detail-oriented
  • Strong awareness of deadlines
  • Focused on operational efficiencies
  • Personable and welcoming
  • Skilled in relationship building and confidentiality
  • Community awareness
  • Skagit County resident since 1988

Timeline

Senior Real Estate Loan Coordinator

Peoples Bank
07.2019 - 08.2024

Mortgage Loan Web Center Manager

Whidbey Island Bank / Heritage Bank
01.2009 - 07.2017

Self-Employed

Goody's Rack Shop
09.1996 - 03.2018

Various Positions

Horizon Bank
03.1989 - 07.1999

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Wendy Goodman