Heather Jonasen

• Maintained appropriate filing of personal and professional documentation.
• Oversaw personal and professional calendars and coordinated appointments for future events.
• Responded to emails and other correspondence to facilitate communication and enhance business processes.
• Improved time management of the executive through effective prioritization and organization of tasks.
• Used discretion when handling confidential information.
• Kept detailed track of household and maintenance inventory and schedules.
• Entrusted to handle confidential and sensitive situations in professional matter.
• Completed household tasks by assisting with laundry, light housekeeping and grocery shopping.

• Assisted clients with activities of daily living, promoting independence and quality of life.
• Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
• Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
• Performed light housekeeping duties to maintain cleanliness standards while respecting the patient''s personal space.
• Maintained a safe and clean environment for patients, reducing risks and ensuring optimal health outcomes.
• Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
• Enhanced patient comfort by providing compassionate and attentive care, addressing individual needs and preferences.
• Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
• Assisted patients with self-administered medications.

• Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
• Collaborated with internal teams to ensure seamless coordination during the entire loan origination process.
• Reviewed credit reports and financial statements to accurately assess risk factors before submitting loans for approval.
• Negotiated favorable terms and conditions for clients, ensuring the best possible mortgage options.
• Participated in ongoing training sessions to stay current on industry trends, lending guidelines, and product offerings.
• Worked closely with processors and underwriters to expedite the approval of loans while maintaining high-quality standards.
• Enhanced customer satisfaction through prompt communication and timely resolution of inquiries and concerns.
• Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
• Provided exceptional customer service throughout the entire loan process, resulting in repeat business and positive client reviews.
• Reduced processing time by proactively addressing potential issues in loan applications, ensuring accurate documentation.
• Interviewed applicants to assess loan requirements before suggesting offers.
• Mentored new loan originators, sharing industry knowledge and best practices for successful outcomes.
• Collected information from banks, institutions and employers to assess applicant eligibility.
• Increased loan application approvals by developing and maintaining strong relationships with borrowers and underwriters.
• Maintained up-to-date knowledge of lending regulations, ensuring compliance in all transactions.
• Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
• Consistently met monthly sales targets by effectively managing a portfolio of mortgage products.
• Submitted loan applications to underwriter for verification and recommendations.

• Consistently met or exceeded assigned sales quotas while maintaining excellent customer satisfaction ratings.
• Documented details of calls and customer interactions.
• Responded to customers within required turnaround times.

Majored in business.

• Awarded 1st Place Ribbons for my Art Work

• Professional Development Interviewing
• 4 GPA
• Extracurricular Activities: Sports and College Art Classes