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.
• 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..
• 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.
• 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.
• 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.
• 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.