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Sheri W. Email & Phone Number

Location: Greater Chicago Area, United States, United States 6 work roles
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Greater Chicago Area, United States, United States

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Sheri W. previously worked as Private Wealth Mortgage Banker at U.S. Bank and Private Mortgage Banker at Wells Fargo Private Bank.

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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."

6 roles · 9 years

Sheri W. work experience

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Private Wealth Mortgage Banker

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

Sep 2019 - Oct 2022

Private Mortgage Banker

Chicago, Illinois

Legal Specialty Group Mortgage LendingCertified Relocation SpecialistBuilder/New ConstructionUnion Plus RepresentativeWealth Specialty Lending Certified

2018 - 2019 ~1 yr

Wealth Mgmt Mortgage Banker Vice President

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.
2017 - 2018 ~1 yr

Chase Private Client Senior Mortgage Banker

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.

Aug 2010 - Mar 2017

Wholesale Account Executive

Wholesale Mortgage Account Executive

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.

Mar 1999 - Apr 2010

Mortgage Operations

Wholesale/Retail Mortgage

Chicago, Illinois, United States

Positions held:National Wholesale operation administrative assistant Retail/Wholesale Closing Manager- Midwest Division Retail Processing Manager - Utah Retail Processor- Colorado

Sep 1994 - Apr 1999
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Where is Sheri W. based?

Sheri W. is based in Greater Chicago Area, United States, United States.

What companies has Sheri W. worked for?

Sheri W. has worked for U.S. Bank, Wells Fargo Private Bank, Bank Of America, Chase, and Wholesale Mortgage Account Executive.

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