Sara Brown
Mortgage Underwriter
Langley,BC
Summary
Proven track record of maintaining a robust pipeline and delivering rapid results while addressing each customer's unique requirements. A detail-oriented and collaborative team player with a knack for precision. Excels in managing multiple projects concurrently, guaranteeing top-notch accuracy and client satisfaction.
Overview
12
12
years of professional experience
2
2
years of post-secondary education
2
2
Certifications
Work History
Customer Success Manager
Fully Managed by Telus Business
12.2023 - Current
- Extensive expertise in Microsoft Cloud, including Cloud-to-Cloud Azure migrations, with a deep understanding of diverse IT environments and the ability to tailor solutions to meet client needs
- Maintain an ongoing understanding of the clients’ business from the top-down (application and technology) and staying up-to-date on the evolution of their business;
- Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
- Drive the creation of the client’s technology strategy, guiding them through related presentations, either in person or online, with support from internal team members;
- Conduct quarterly, and monthly business reviews with the client, in accordance with their fiscal planning cycle, to ensure efficient MRR reconciliation (quarterly), and MSA/SOWs are being delivered to the client’s satisfaction (monthly);
- Identify new business relationship opportunities, and securing referrals;
- Assist internal teams in scope-reviews for requests outside of the Master Service Agreement;
- Create action plans for at-risk accounts;
Disability Case Manager
Canada Life
4 2023 - 12.2023
- Proactively engage with providers, clients, and external partners to drive disability insurance program enrollment and satisfaction.
- Elevate the customer experience through unparalleled service delivery, fostering strong relationships with both clients and colleagues.
- Meticulously update and maintain comprehensive customer records, ensuring the utmost precision and adherence to HIPAA standards.
- Leverage advanced computer-aided guidance packages, including skills assessment tools, career planners, psychometric tests, and personal inventories, to empower clients in identifying their strengths and areas for development.
- Efficiently schedule appointments with applicants, adeptly gathering critical information and providing in-depth insights into the benefits process. Swiftly identify issues, conduct thorough data analysis, and deliver strategic problem-solving solutions.
- Consistently exceed daily performance metrics, aligning efforts with team and business objectives to drive sales and success.
Dynamic Mortgage Broker/Underwriter
Silverman Mortgage Group
06.2016 - 02.2023
- Meticulously assessed loan applications by conducting expert analyses of credit histories, employment records, and current financial standings, ensuring precise and calculated determinations.
- Leveraged a deep understanding of loan products to provide strategic loan restructuring solutions, turning declined applications into successful approvals. Maintained unwavering compliance with rigorous lending underwriting and government regulations.
- Skillfully identified and assessed credit risks, employing comprehensive file reviews and meticulous data comparisons to internal checklists and guidelines. Implemented rigorous applicant information verification processes to safeguard against fraud and maintain the highest levels of integrity.
- Mentored and empowered junior team members, instilling them with in-depth underwriting procedures and exacting loan quality grading standards.
- Diligently managed pipelines, systematically tracking and documenting loan statuses, while devising innovative strategies that propelled annual sales to new heights. Proactively identified and delivered tailored solutions for clients facing credit challenges.
- Masterfully translated complex financial data into easy-to-understand language, fostering clear communication with applicants and facilitating informed decision-making.
Proactive Sales Coordinator
Polygon Homes
03.2012 - 06.2015
- Cultivated and nurtured client relationships from the moment of purchase to project completion, ensuring a seamless experience. This encompassed expertly managing paperwork, maintaining a robust CRM, and providing invaluable guidance on upgrade selections.
- Collaborated within the sales team to establish strong rapport with visitors and real estate professionals, playing a pivotal role in assisting potential buyers in their home selection process and guiding them through the entire sales journey.
- Diligently tracked and reported daily and weekly sales metrics, contributing to the team's data-driven approach to sales excellence.
Education
BCFSA Mortgage Broker License - Real Estate
UBC Sauder School of Business
Vancouver, BC 06.2016 - 06.2017
Pre Health Indigenous Studies - Math,Chemistry,Biology,Anatomy,Indigenous Studies
SFU
Surrey 09.2008 - 06.2009
Skills
Consultative Sales and Strategy Approaching
Relationship Building and Management Expertise
Expert Judgment and Decision-Making in Ambiguous Environments
Dynamic Communication Skills
Unwavering Attention to Detail
Strategic Credit and Income Analysis
Lending and Underwriting Guidelines
Certification
Licensed Mortgage Broker
Timeline
Customer Success Manager
Fully Managed by Telus Business
12.2023 - Current
Dynamic Mortgage Broker/Underwriter
Silverman Mortgage Group
06.2016 - 02.2023
BCFSA Mortgage Broker License - Real Estate
UBC Sauder School of Business
06.2016 - 06.2017
Proactive Sales Coordinator
Polygon Homes
03.2012 - 06.2015
Pre Health Indigenous Studies - Math,Chemistry,Biology,Anatomy,Indigenous Studies
SFU
09.2008 - 06.2009
Disability Case Manager
Canada Life
4 2023 - 12.2023
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