Brooke Hermann Email & Phone Number

Iowa/Minnesota

Plymouth, Mn

Entrusted with the task of leveraging excellent customer service and presentation skills to deliver onboarding training to prevailing and prospective accounts on daily basis via Zoom and MicrosoftTeams. Steering collaborative efforts with operations and support personnel to sustain and grow pipeline. Delivering expert-level support to clients on loan scenarios and training of regulatory and industry standards.My accomplishments within this role are following:• Traced workflow as well as increased sales and customer interaction byusing Salesforce CRM.• Enabled successful loan originations by formulating and implementingstrategic marketing and business plans.• Played an integral role to structure loans, clear conditions, onboard newclients, deliver presentations via zoom.

Urbandale, Iowa, United States

Leveraging exceptional professionalism, I was assigned the responsibility of influencing realtors, brokers, and business partners to use organization services and products via cross-functional collaboration. Ensuring provision of successful customer journey by cross selling different products, whileleveraging analytical background with learning various financial platforms. Delivering proactive and responsive presentations and overseeing pipeline management activities to meet loan production goals. Deploying robust skills and abilities to assess and calculate income, self-employed tax returns,assets and liabilities. Enabling timely execution of tasks by demonstrating impeccable performance across competitive spirit environments. Providing counseling and offer bespoke loan solutions by complying with company lending policies and customer satisfaction standards.A section of my key contributions include:• Won presidential award from Iowa mortgage association.• Contributed to attainment of financial goals by consulting with clients oncurrent and emerging needs.• Fostered fulfilment of client's needs by developing, strategizing, andexecuting the appropriate loan product.• Ranked consistently as top originator for three years in the State of Iowafor the number of units/volumes closed, including $85M in closed loans and312 units.• Gained mutual benefits by developing and maintaining long-termrelationships with secondary market partners, while enabling alignment ofproducts.• Improved clients understanding on the home-buying or refinance process andmanagement of mortgage from application to closing by delivering knowledge-rich education.

Urbandale, Iowa, United States

My duties comprised of enabling delivery of quality residential loan products through correspondent and traditional wholesale channels by cultivating and sustaining new correspondent relationships, including banks, credit unions, and mortgage brokers. Enabling seamless transaction and repeated business by communicating with lenders during the process. Rolling out new loan programs and training to support correspondent lender accounts.My key-contributions for this role are mentioned below:• Ensured clients success by serving as a key liaison between various departments within the organization.• Boosted the company's profitability by delivering suitable training on new loan originations pricing, fee income, and company products and services selling.

Iowa, United States