Heather Russell Email and Phone Number
As a seasoned financial services professional with over 10 years of experience in the mortgage industry, I have a proven track record of managing complex loan processes, supporting high-value client relationships, and optimizing operations to drive results. My diverse skill set spans loan processing, underwriting, customer support, and project management, all enhanced by my hands-on experience with Salesforce and other industry-leading platforms.During my career, I’ve handled high-volume loan pipelines, consistently ensured compliance with underwriting guidelines, and delivered exceptional service that results in long-term client satisfaction. My ability to streamline workflows and solve problems quickly has contributed to closing loans on time while maintaining strong relationships with internal and external stakeholders.As an Army veteran, I bring a disciplined, goal-oriented mindset and a deep commitment to service in all aspects of my work. I’m passionate about continuous improvement and am always looking for ways to enhance processes, build stronger client relationships, and contribute to business growth.Let’s connect if you’re looking for a results-driven professional with a strong foundation in financial services, customer relationship management, and a commitment to operational efficiency.
Fairway Independent Mortgage Corporation
View- Website:
- fairwayindependentmc.com
- Employees:
- 5577
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Mortgage Loan ProcessorFairway Independent Mortgage Corporation Sep 2021 - Present- Managed pipeline of up to 70+ loans (Purchase and Refinance), ensuring timely processing and closing.- Provided comprehensive support to loan officers, underwriting, and closing teams to facilitate accurate processing of mortgage loan applications.- Reviewed and verified borrower information including income, credit reports, employment history, property appraisals, and title work to prepare applications for underwriting.- Proficient in understanding and calculating various types of income and assets, including tax returns for self-employed individuals (Scheduled C, LLC, Partnership, S Corp, and Corporation) and rental income.- Improved workflow efficiency in originating and underwriting loans by ensuring compliance with company policies, as well as underwriting guidelines from Fannie Mae, Freddie Mac, VA, FHA, Non- Conforming, Bond, and Down Payment Assistance programs.- Proficient in utilizing industry-leading software platforms such as Encompass, Blend, Optimal Blue, and Loan Beam to streamline processes and enhance efficiency. -
Sr. Loan ProcessorCfbank Nov 2020 - Sep 2021-Managed pipeline of up to 70+ loans (Purchase and Refinance), ensuring seamless processing and closing.-Provided extensive support to loan officers, underwriting, and closing teams to facilitate the timely and accurate processing of mortgage loan applications.-Conducted thorough review and verification of borrower information, including income, credit reports, employment history, property appraisals, and title work, to prepare applications for underwriting.-Demonstrated proficiency in understanding and calculating various types of income and assets, including tax returns for self-employed individuals and Schedule C.-Ensured strict adherence to company policies, as well as underwriting guidelines from Fannie Mae, Freddie Mac, VA, FHA, and Non-Conforming programs.-Utilized Encompass and Blend platforms efficiently to streamline processes and optimize workflow productivity. -
Home Lending AssistantChase Nov 2017 - Nov 2020- Supported Home Lending Advisor in facilitating the application process, including requesting documentation from borrowers and discussing loan products, rates, and terms.- Successfully supported applications of 277 units and $91M in volume, with funding of 184 units and $64.5M in 2020.- Oversaw the loan process and pipeline by monitoring loan status, gathering client conditions, and effectively communicating status to interested parties.- Gathered and analyzed financial data to ensure accurate and comprehensive loan evaluations.- Developed and maintained strong relationships with all branch and processing partners to ensure smooth workflow and timely processing of loans.- Assisted Home Lending Advisor in developing realtor relationships and referral sources to expand business opportunities.- Maintained a high level of customer service to both external and internal customers, ensuring satisfaction throughout the loan process.- Provided guidance and support to 16 branch bankers to help uncover mortgage opportunities and drive business growth. -
Private Client BankerJpmorgan Chase & Co. Jun 2016 - Dec 2017- Drove and cultivated relationships with high net worth clients (household net worth of $250k to $5M) to gain a comprehensive understanding of their financial situations.- Successfully managed and developed relationships with 117 high net worth clients, providing personalized financial guidance and support.- Educated clients on various banking, lending, and investment products and recommended solutions tailored to their specific needs and objectives.- Developed and executed effective marketing strategies aimed at expanding the current book of business and acquiring new clients.- Fostered strong relationships with branch partners to collaborate on driving additional business in mortgage, investments, and business banking areas. -
Workplace FscPnc Jan 2013 - May 2016- Recognized as the top producing Financial Sales Consultant (FSC) in the company for the last three quarters of 2015 and the first quarter of 2016, demonstrating consistent excellence in performance.- Developed strong relationships with businesses and key decision-makers to set up benefit programs tailored to their company's needs and objectives.- Acquired over 1,300 new households for the Central Ohio Market in 2015, showcasing a talent for expanding the customer base and driving business growth.- Provided comprehensive consumer and business financial solutions to current and prospective customers, specializing in meeting their unique financial needs and goals.- Built and nurtured relationships with various partners in mortgage, investments, and business banking sectors to leverage resources and enhance service offerings.- Coached branch employees on the WorkPlace benefit program and sales tactics, contributing to their professional development and overall success. -
Military ProfessionalArmy National Guard May 2008 - May 2015-Prepared, operated, and fired the Avenger and portable air defense systems to safeguard critical assets and personnel.-Demonstrated expertise and proficiency in military leadership by leading and guiding teams to achieve mission success.-Deployed to the National Capital Region from 2011 to 2012, contributing to the defense and security operations in this critical area.
Heather Russell Education Details
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Computer Programming, Specific Applications -
Kinesiology And Exercise Science
Frequently Asked Questions about Heather Russell
What company does Heather Russell work for?
Heather Russell works for Fairway Independent Mortgage Corporation
What is Heather Russell's role at the current company?
Heather Russell's current role is Financial Services Expert | 10+ Years in Mortgage, Client Management & Operations | Army Veteran.
What schools did Heather Russell attend?
Heather Russell attended Cloud Code Academy, Franklin University.
Who are Heather Russell's colleagues?
Heather Russell's colleagues are Chris Hopkins, Michael Farkas, Bob Savage, Elizabeth Garcia, Shannon Greene, Castiel Winchester, Chadston Gibbs.
Not the Heather Russell you were looking for?
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Heather Russell
San Francisco, Ca5mkmv.com, wellsfargo.com, wellsfargo.com, wellsfargo.com, bankofamerica.com3 +151532XXXXX
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1fiu.edu
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3yahoo.com, yahoo.com, redlands.edu
3 +194961XXXXX
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2hcahealthcare.com, ensemblehp.com
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Heather Balthrop
Software Trainer | Legal Technology Consultant | Software Support Specialist | Documentation DeveloperNewbern, Tn1gmail.com1 +173167XXXXX
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