Heather Daise
Lee's Summit
Summary
Versatile loan processing professional specializing in customer service and bank standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature.
Overview
15
15
years of professional experience
Work History
Mortgage Processor
NBH Bank
08.2016 - 02.2025
- Set up and completed loan submission packages.
- Processed account paperwork, transfers and money movement for new business accounts.
- Communicated with originator and applicant concerning progress of loan file.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Prepared file for final clear-to-close by branch management.
Mortgage Processor
US Bank
02.2014 - 08.2016
- Processed account maintenance transactions, registered representative changes and IRA requests.
- Supported other operational teams with financial transactions and account maintenance.
- Educated advisors regarding data searches, operation and report retrievals.
- Processed mortgage loan applications accurately and successfully.
- Developed comprehensive understanding of loan processing regulations and laws to be fully compliant.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Prepared file for final clear-to-close by branch management.
Loan Processor
Citibank
08.2010 - 01.2014
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Provided quick turnaround times to maintain fast-past schedule.
- Processed loans within various departments to achieve timely, accurate, and fair proceedings.
- Handled any conditions sent from underwriting departments.
- Analyzed credit reports to determine eligibility of applicants and capacity for loan products.
- Proactively identified solutions for customers experiencing credit issues.
- Evaluated loan requests and documents to verify accuracy and completeness.
Education
High School Diploma -
Ruskin High School
Kansas City01.2001
Associate of Applied Science - Medical Assistant Program
High Tech Institute
Kansas City, MO05-2005
Skills
- Advanced proficiency in MS Office Products (word, Excel, PowerPoint, Access)
- Proven ability to problem solve, Excellent organizational, verbal and communication kills
- Strong interpersonal skills to interact with different types of LO’s and customers
- Ability to learn quickly and retain information
- Loan origination
- Residential mortgage lending regulations
- Document review
- Collaboration and teamwork
- Loan processing expertise
- Salesforce proficiency
- Underwriting
- Appraisal compilation
Languages
English
Native or Bilingual
Timeline
Mortgage Processor
NBH Bank
08.2016 - 02.2025
Mortgage Processor
US Bank
02.2014 - 08.2016
Loan Processor
Citibank
08.2010 - 01.2014
High School Diploma -
Ruskin High School
Associate of Applied Science - Medical Assistant Program
High Tech Institute
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