Heather Morra Email & Phone Number

San Francisco Bay Area

- Interpret and apply lender underwriting guidelines for equity products, repricing scenarios as needed and assessing loan attributes and documentation for soundness and accuracy- Adapt to frequently changing market conditions and different lender partner specifications, ensuring adherence to required regulations while efficiently managing customer pipeline

San Francisco Bay Area

-Worked to obtain MLO license, and subsequent state licenses as needed, while simultaneously managing personal loan pipeline in a dynamic production environment-Assisted in launch of initial home equity partnership, beta-testing new features, troubleshooting application process and customer experience

San Francisco Bay Area

San Francisco

Manage small office focusing on community, developmental play, and family education.Plan and promote educational parenting workshops, children's classes and special events.Coordinate scheduling for multiple internal and public calendars.Manage membership services - attendance, financials, correspondence and outreach.

Facilitated deadline-driven flow of loan origination through escrow close--coordinating with clients, vendors, builders, sales agents and title companies.Managed several, multi-million dollar pipelines for Mortgage Specialists, maintaining compliance guidelines and exceeding monthly sales projections.

Managed escrow transactions for condominium project, facilitating relationships between developer, buyers, lenders and title companies.Edited marketing materials and developed buyer disclosure documents.

Wrote new product reviews and summaries, met copy deadlines, assisted entire editorial department with daily operations and customer relations.