Trisha Fields Email & Phone Number

Itasca, Illinois, Us

Assist VP of Finance in maintaining payable/receivable accounts, sending collection notices, and maintaining customer accounts. Tasked with projects related to marketing, data analysis, document revisions/updates along with various other projects based on business needs.

Aurora, Il, Us

First Centennial Mortgage, 6/2016-11/2022Loan Originator & Loan Originator Assistant 6/2016-11/2022∙Led clients through the mortgage process, coordinating with underwriters & various departments to ensure smooth transaction for all parties.∙Analyzed credit reports, calculated qualifying income, took loan applications & issued pre-approvals.∙Analyzed complex loans, ensuring they meet met the necessary criteria & regulations. ∙Structured loans according to loan program guidelines thoroughly reviewing & verifying provided information & documentation.∙Assisted operations with document collection, review, ordering & reviewing verifications.∙Resolving issues as needed focusing on solutions and positive outcomes.∙Provided top notch customer service to all parties, assisted top producing loan officer as needed.Sales & Business Development, 6/2016-11/2022∙Cultivated, nurtured relationships with prospective clients & referral partners.∙Developed, implemented effective sales & marketing strategies, branch processes and procedures. ∙Conducted market research to identify potential leads, target markets & stay up to date with industry trends & competitors. ∙Managed leads acquired from various sources by utilizing CRM, creating, implementing lead tracking, follow-up systems. ∙Tracked, analyzed sales metrics & conversion rates.Branch Communications/Marketing, 6/2019-11/2022∙Enhanced branch visibility, brand by developing & executing external communication strategies. ∙Managed multiple communication campaigns geared toward target market, clients, referral partners.∙Created multimedia accounts, content for various platforms to increase online presence, engagement. ∙Developed & executed various strategic communication campaigns.∙Collaborated with other departments to ensure consistent messaging, adherence to industry regulations.∙Managed multiple social media accounts simultaneously, Google Business, analytics & Google ad campaigns.

Draper, Utah, Us

∙Took loan applications, issued pre-approvals, structured loans according to loan program guidelines. ∙Supported loan processing by compiling and reviewing applicant documentation such as credit reports, verifications, income and financial statements. ∙Assisted processor/underwriting as needed. ∙Communicated with clients, referral partners and all parties to loan transaction. ∙Managed prospective and current loan pipeline. ∙Acquired, managed and implemented follow-up systems for lead generation and tracking. ∙Provided excellent customer service and support to all. ∙Worked on marketing and business development for prospective and current clients as well as referral partners.∙Helped analyze complex loans, ensuring they meet met the necessary criteria and regulations. ∙Structured loans according to guidelines, discussed loan rates and terms and loan documents.

∙Supported loan origination, processing and underwriting teams as needed by referencing applicable loan program guidelines, collecting, analyzing documentation, reviewing credit reports, calculating qualifying income. ∙Took loan applications, structured loans and issued mortgage pre-approvals. ∙Helped analyze complex loans, ensuring they meet met the necessary criteria and regulations. ∙Developed and maintained relationships with referral partners and clients. ∙Planned and executed marketing campaigns. ∙Acted as a liaison between team members, referral partners and clients.

∙Prospected, sold and developed accounts through strong relationships with customers interested in freight forwarding, warehousing and logistics services. ∙Demonstrated active attention to pipeline prospect accounts and progress toward closing. ∙Worked cooperatively with other sales leaders and operational team members to effectively implement, grow and retain customers. ∙Developed and consistently grew customer base and revenues while meeting monthly/quarterly targets. ∙Developed a sales strategy prior to meeting with potential clients using a variety of electronic and printed visuals to assist them in value based consultative selling. ∙Participated in ongoing customer solution proposals, and value proposition presentations.

∙Interviewed mortgage loan applicants and reviewed documentation to issue pre-approval. ∙Structured loans according to guidelines, discussed loan rates and terms and loan documents.∙Corresponded with applicants and referral partners to resolve questions regarding loan status and provided excellent customer service.∙Reviewed complex documentation and analyzed complex loans ensuring they meet the necessary guidelines and regulations.∙Developed and expanded internal and external referral sources to grow mortgage business. ∙Planned and executed various marketing and engagement campaigns.