Heather stewart
@heatherstewart
Experienced mortgage servicing specialist and credit specialist focused on compliant customer solutions.
What I'm looking for
I am a dedicated mortgage servicing and credit specialist with a strong history of delivering compliant, customer-focused solutions in high-volume banking environments. I proactively identify solutions for clients facing mortgage issues and prequalify customers for refinance, portability and additional funding.
I maintain full knowledge of regulatory and lending guidelines, update client accounts for accurate credit approvals, and consistently meet or exceed service-level metrics. I have supported new hires and contributed to process improvements while delivering exceptional phone-based customer service.
Prior roles in account resolutions and billing sharpened my analytical, reconciliation and problem-solving skills, and I leverage CRM/Salesforce, Excel, Outlook and Word to manage records, campaigns and client communications effectively.
Experience
Work history, roles, and key accomplishments
Mortgage Servicing Specialist
CIBC
Jan 2023 - Present (2 years 7 months)
Manage mortgage servicing and prequalified clients for refinance/port/additional funding, ensuring compliance with lending guidelines and resolving mortgage issues to maintain customer satisfaction and meet service targets.
Account Resolutions Specialist
Xplornet Communications Inc.
Sep 2020 - Apr 2022 (1 year 7 months)
Resolved billing and account disputes in a high-volume inbound/outbound environment, improving issue resolution and meeting quality assurance and productivity targets.
Education
Degrees, certifications, and relevant coursework
New Brunswick Community College - Moncton
Associate of Arts, Business Communication and Marketing
Completed an Associate of Arts in Business Communication and Marketing at New Brunswick Community College - Moncton in June 1987.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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