Julie Wendling Email & Phone Number

Capitola

Assists loan officers in completing loan applications, preparing the loan for approval, and submission to underwriting and processing.Work closely with loan officers, borrowers, and vendors to assist all parties in completing the loan transaction contract-to-closeExcellent verbal and written communication skills are required for interaction with a variety of customers both inside and outside the organization.Elicit, interpret, analyze, and evaluate given information relative to underwriting guidelines and requirements.Qualified and comfortable contacting borrowers and vendors by phone or email to discuss the loan, request documentation, and answer questions.Assist the loan officers in maintaining customer satisfaction and sales capture to meet goals.Adequately interpret findings and know documentation needed based on those findings.Verify and validate supporting income, assets, and liabilitiesManage pipeline by providing weekly status updates to borrowers, loan officers and realtors

Capitola

Capitola

Organization of documents pertaining to loan application; ordering credit reports, appraisals and title reportsCoordinate with Processing Team to ensure accurate and timely completion of mortgage loan applicationsSchedule appointments with members & Realtors; help maintain calendars for Home Loan Consultants & Director of Loan ProductionsUpdate and maintain our CRM Intuvo on a weekly basisPartner with Marketing Team to ensure marketing and training materials are compliantCoordinates and supports outbound business development activities and refers credit union products as appropriate.Assist with special projects as assigned by the Director of Home Loan Production and Vice President of Lending and perform other duties as assigned.

Soquel, Ca

Client liaison for Processing Team to obtain documents needed for loan applicationSchedule appointments with clients, Realtors and manage Mortgage Brokers calendarUpdate and maintain Social Media sites, including Facebook, Pinterest, Zillow and Yelp.Special event coordination to include hosting Chamber events, Open Houses and multiple seminars

Capitola, Ca

Promoted from Receptionist to Closing Department to Escrow Assistant within a 12 month period.Collaborated with my Supervisor to develop and maintain training documents for new hires.Ensured smooth transactions and maintained daily operations were upheld within the office to create brand loyalty from our customers.

Recruited by District Manager to transfer from Pottery Barn to Williams-Sonoma, with a promotion from Visual Coordinator to Assistant Manager.Generated a YOY increase during winter holiday season, a direct result of exceptionally organized floor activity and motivated associates. Store numbers exceeded Corporate earnings for the season. Organized and directed the implementation of a seasonal floor set in half the time typically required. Exceptional attention to detail and effective direction of associates resulted in full execution in three days.

Recruited by District Visual Manager within six weeks of start date to participate in new Corporate Visual Merchandising setups for seasonal rollouts countrywide.Directed seasonal setups with flawless execution, delivering before deadline as a result of expert operational planning. Cultivated a client through personalized assistance in accessorizing her home. In response to her request for my services, my purchase suggestions and ability to allocate product from other PB stores resulted in $22,000 in sales over a three-month period.

Conceptualized, developed and implemented an upgraded Visual Merchandising manual when I realized existing manual was insufficient for Company advancement. Wrote promotional material for merchandise, updated seasonal line sheets with vender CADs, and liaised directly with venders during all phases of hard copy and intranet production and execution. Upgraded VM manual was rolled out for each of the 200 stores that carry apparel. Collaborated with Prototype Department Manager and executive management to open West Marine flagships in Austin, Texas and Brick, New Jersey. Developed interactive points of purchase and contributed to POP graphic design. Managed the order process and implementation of POP and design fixtures.Cultivated productive relationships with Store Development team and Project Leaders. Ensured timely deliveries and implementation instructions for the successful opening of 24 new stores.

Directed and implemented all visual direction from Corporate. Delivered excellence in customer experience through visual presentation and strategic merchandise placement.Directed and mapped seasonal merchandising flows and weekly workloads.Exceeded Corporate expectations in support of brand consistency and operational standards.