Sheri W.

Sheri W. Email and Phone Number

Sheri W.'s Location
Greater Chicago Area, United States
About Sheri W.

Sheri W. is a professional in their field. Colleagues describe them as "Sheri was fundamental in making sure our first home purchase not only went smoothly, but was also enjoyable. She was a great source of information and was very thorough in explaining each step of the process. Her diligence and communication exceeded all of my expectations. Her interpersonal skills are unmatched and for that I would gladly work with her again in the future. " and "Sheri astounds both colleagues and clients with her dedication to an outstanding lending experience. Indymac (where we both were AEs) was a challenging lender to represent. To be successful like Sheri was, one must have mastered the guidelines, coach clients on the systems and processes, and sheppard the loan through the process to funding. Sheri is a knowleable and resourceful advocate for her clients; any company or client would be lucky to have her."

Sheri W.'s Current Company Details

Sheri W. Work Experience Details
  • U.S. Bank
    Private Wealth Mortgage Banker
    U.S. Bank Sep 2019 - Oct 2022
    Naperville, Il
    Customer focused work ethic. Keen eye for details and the ability to get the job doneFocus - Residential Home Mortgages * New home purchase * Goal based home refinances* Complex income analysis * Wealth banker partnership Specialties include *Portfolio lending *Construction Lending *Lot/land financing*Existing home Renovation
  • Wells Fargo Private Bank
    Private Mortgage Banker
    Wells Fargo Private Bank 2018 - 2019
    Chicago, Illinois
    Legal Specialty Group Mortgage LendingCertified Relocation SpecialistBuilder/New ConstructionUnion Plus RepresentativeWealth Specialty Lending Certified
  • Bank Of America
    Wealth Mgmt Mortgage Banker Vice President
    Bank Of America 2017 - 2018
    Schaumburg, Illinois
    Teaming with Merrill Lynch financial advisors delivering exemplary service to high net worth clientele for mortgage lending, construction lending, and structuring financial credit solutions.• Experience in both retail and wholesale mortgage environment which includes title document preparation, processing, closing process. • Knowledge and understanding of the lending process from start to finish. Enhanced by eleven years Internal mortgage operations experience.
  • Chase
    Chase Private Client Senior Mortgage Banker
    Chase Aug 2010 - Mar 2017
    Wheaton, Illinois
    Providing exceptional service to clients while increasing company impact within the community. High paced environment assisting clients with the purchase of new homes. Additional financial management provided with current home lending products and part of the wealth planning process. Excel with first time homebuyers, self employed, and unique situation customers. Extensive experience in residential lending working with various products including conventional, non conforming and government. Focusing on purchase & refinance of residential properties with 27 years experience in mortgage industry.
  • Wholesale Mortgage Account Executive
    Wholesale Account Executive
    Wholesale Mortgage Account Executive Mar 1999 - Apr 2010
    Chicago, Illinois, United States
    11 years experience for Alt A/ Non QM lending Developed territory to over 100 plus mortgage companies. Covered territory: Illinois, Arkansas, Oklahoma 90% plus pull through ratio Closing over 125 loan per month / 50 million per quarter.Sales presentations and on going client education to drive quality loan submissions.
  • Wholesale/Retail Mortgage
    Mortgage Operations
    Wholesale/Retail Mortgage Sep 1994 - Apr 1999
    Chicago, Illinois, United States
    Positions held:National Wholesale operation administrative assistant Retail/Wholesale Closing Manager- Midwest Division Retail Processing Manager - Utah Retail Processor- Colorado

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