Heidi Roller Email & Phone Number

Tampa, Florida

Port Richey, Fl

Financial Center Manager, AVP Lead a team of sales and service professionals to meet and exceed sales goals and customer satisfaction targets. Ensure all audit and compliance procedures are followed. Ensure appropriate staffing and scheduling; coaching and associate development, as well as performance management for financial center associates. Lead through industry changes, supervise and manage difficult situations and escalations. Strong ability to prioritize… Show more Financial Center Manager, AVP Lead a team of sales and service professionals to meet and exceed sales goals and customer satisfaction targets. Ensure all audit and compliance procedures are followed. Ensure appropriate staffing and scheduling; coaching and associate development, as well as performance management for financial center associates. Lead through industry changes, supervise and manage difficult situations and escalations. Strong ability to prioritize responsibilities and multi-task. Key Achievements: • Top ranked in market for overall consistency and performance• Driving Sales Revenue Performance: Q1 – 142% Q2 – 124% Q3 – 126% Q4 – 132% (2018)• Market Operations Champion and member of Regional Operations Council and Process Improvement Committee Show less

Holiday, Florida

Support the Financial Center Manager in leading a team of sales and service professionals to meet and exceed sales goals and customer satisfaction targets. Ensure all audit and compliance procedures are followed. Ensure appropriate staffing and scheduling; coaching, action planning, and associate development. Lead through industry changes; supervise and manage difficult situations and escalations. Strong ability to prioritize responsibilities and multi-task. Key Achievements:… Show more Support the Financial Center Manager in leading a team of sales and service professionals to meet and exceed sales goals and customer satisfaction targets. Ensure all audit and compliance procedures are followed. Ensure appropriate staffing and scheduling; coaching, action planning, and associate development. Lead through industry changes; supervise and manage difficult situations and escalations. Strong ability to prioritize responsibilities and multi-task. Key Achievements: • Built strong operational routines in banking center and supporting associates leading to 100% audit review• Achieved client experience score of 100 for preferred customer segment• Assisted in auditing other financial center operations in preparation for corporate and regional audits Show less

Tampa/St. Petersburg, Florida Area

Managed the pipeline for a select group of brokers and emerging bankers with the responsibility of ensuring accurate funding suspensions were placed and loans funded timely to meet line of business goals. Focused on building strong working relationships with internal and external customers based on trust and open communication. Evaluated sufficiency of documentation provided by clients and coordinated with over 10 departments to confirm suspension clearance. Key Achievements:… Show more Managed the pipeline for a select group of brokers and emerging bankers with the responsibility of ensuring accurate funding suspensions were placed and loans funded timely to meet line of business goals. Focused on building strong working relationships with internal and external customers based on trust and open communication. Evaluated sufficiency of documentation provided by clients and coordinated with over 10 departments to confirm suspension clearance. Key Achievements: • Consistently exceeded established goals for answering or returning calls within service level agreements• Championed client experience while balancing the bank’s risk appetite• Provided analytical reporting to clients to incorporate shared best practices for process improvement Show less

Tampa/St. Petersburg, Florida Area

Home Service Specialist I Reviewed loan documentation consisting of credit report, loan application, HUD-1, payoff statements, preliminary title reports, income and asset documentation, applicable disclosures as well as AUS to ensure valid approval was obtained for a saleable loan. Maintained a high level of customer service by being proactive in communication with customers in making outbound calls regarding approvals or revised conditions and being available for… Show more Home Service Specialist I Reviewed loan documentation consisting of credit report, loan application, HUD-1, payoff statements, preliminary title reports, income and asset documentation, applicable disclosures as well as AUS to ensure valid approval was obtained for a saleable loan. Maintained a high level of customer service by being proactive in communication with customers in making outbound calls regarding approvals or revised conditions and being available for client questions from the designated underwriting hotline. Key Achievements: • High performance contributor consistently month over month• Handled all team assignments to ensure balanced workload• Achieved highest funding month of over $500M Show less

Tampa/St. Petersburg, Florida Area

Managed the pipeline for a select group of clients based on regions with focus on ensuring accurate funding suspensions were placed and loans funded timely to meet line of business goals. Analyzed data obtained through verification process as well as chain of title and name verification to identify areas of potential fraud that could assist underwriters in making sound risk decisions. Completed full review of funding packages which included verifying accurate data input and escrow account… Show more Managed the pipeline for a select group of clients based on regions with focus on ensuring accurate funding suspensions were placed and loans funded timely to meet line of business goals. Analyzed data obtained through verification process as well as chain of title and name verification to identify areas of potential fraud that could assist underwriters in making sound risk decisions. Completed full review of funding packages which included verifying accurate data input and escrow account set-up, clearing suspensions, and escalating issues to management for additional review. Responsible for creating daily pipeline reports for senior management and daily team assignments. Key Achievements: • Created and prepared multiple pipeline and productivity reports while ensuring personal and corporate funding goals were met• Trained new team associates and audited teammate loan reviews to ensure accuracy and provide feedback to management• Top producing MLO throughout tenure in position Show less

Tampa/St. Petersburg, Florida Area

Bachelor Of Science, Business Management

Diploma, General

Activities and Societies: Student Government, National Honor Society, Mu Alpha Theta, Florida Public Service Association, Student.