Heather Quinlan Email & Phone Number

Phoenix, Az, Us

Play a key role in driving organizational excellence and achieving long-term goals by assessing training needs of corporate staff, designing effective training plans, conducting sessions, and creating engaging and interactive learning experiences. Act as the direct point of contact for addressing and resolving training and development-related concerns/queries, ensuring complete understanding of staff members pertaining to expectations and outcomes of training programs.Significantly improved overall organization’s performance by consistently reviewing and optimizing training programs based on employee feedback, as well as deploying new processes in coordination with departmental leaders.Responsible for preparing newly hired staff on proficiently navigating through complex organizational landscape and catering to emerging business needs by conducting new hire orientation and ongoing training. Strategically planned, produced, and edited video content tailored to the unique needs of learners, external partners, and customers aligned with intended learning outcomes.Gathered invaluable insights and knowledge from subject matter experts (SMEs) to plan, create, and improve interview content to enhance experience of targeted audience.

Greater Phoenix Area

Leveraged strong sales acumen to deploy sales techniques for customer acquisition and retention. Maintained oversight of sales team, responsible for selling loans to a diverse customer base. Provided superior customer service leading to overdelivering targeted sales goals focused on monthly call queue and overall team performance. Planned and conducted staff meetings to address and identify performance/sales gaps, assess and refine future strategies, and deploy best practices to optimize overall sales function and team performance.Played a vital role in ensuring compliance with policies set by regulatory bodies as well as organization’s standard practices.Utilized extensive sales knowledge to accurately track sales opportunities and translate market trends into existing practices to grow sales pipeline. Provided hands-on training and mentorship to assigned loan sales agents on customer service best practices and developed their technical skills/knowledge to properly guide customers.

Chandler, Arizona

Achieved long-term organizational goals by analyzing evolving business needs and accordingly developing and introducing new learning systems/materials. Contributed to professional development of new staff members across the DTC Division by developing and deploying training initiatives pertaining to National SAFE Licensing preparation, New Hire Orientation, soft skills, and system acclimation. Gained insights into existing business production needs and future project requirements by collaboratively with senior leadership and amending learning aids accordingly.Led the creation of training materials including job aids, QRGs, PowerPoint presentations, and multimedia visual aids. Monitored and tracked training success, as well as recorded weekly metrics and overall progress and reported them to business leaders to determine effectiveness of training initiatives.

Irvine, California

Oversaw multifaceted new hire onboarding and integration operations including supervising 10 staff members, coordinating with HR Business Partners to evaluate and optimize new hire process, and devising strategic plans to cater to emerging business needs. Tasked with MLO license registration and renewal and coordinating with newly hired staff to introduce them to workplace culture, as well as set performance expectations.Kept executive leadership abreast of new hire performance and successes by preparing and presenting comprehensive monthly and quarterly reports. Provided hands-on training to new/aspiring leaders and equipped them with in-depth understanding of new hire process. Core areas of responsibility included preparing and amending job descriptions and compensation plans for new hires.

Santa Ana, California

Received and reviewed loan applications submitted by Wholesale BrokerInputted the application into the LOS and verified the informationPulled credit and completed fraud checks and reviewed findingsDocumented all findings and sent the file to underwriting for reviewAssisted Wholesale Brokers as needed

Orange County, California Area

Order Property Assessment & Rental Reviews, BPOs, Rental Comp Analysis Worksheets, Covenants, Conditions & Restrictions, Bids and Home InspectionsCreated disclosures for files provided by the Escrow Officer Mediated between parties to ensure a smooth transactionManaged closing and wired funds from the borrowed

Irvine, California

Reviewed files for completion and validated the information provided (income, mortgage, assets)Documented findings and submitted to an Underwriter for reviewed