Heather Travis

Reviewed loans post-close for sale to investor pools, ensuring compliance and meeting sale conditions prior to investor diligence. Packaged and sent loan files to investors and collaborated with the team to streamline workflow.

Managed project timelines and ensured compliance with regulatory requirements for sponsored research. Monitored and analyzed financial and grant reports and maintained PeopleSoft financials inquiries to prevent overspending.

Managed office operations including email/phone support and Microsoft Office coordination while maintaining confidentiality. Coordinated office space tracking, department moves, and planned team events and parties.

Analyzed and pre-underwrote mortgage loan applications and supporting documents to ensure program compliance. Closed loans in 2021 supporting conventional, FHA, and VA loan types and collaborated with cross-department teams to meet closing goals.

Analyzed builder plans, budgets, and financials for loan approval and managed loan processing across multiple departments. Closed loans totaling over $300M annually and onboarded/trained two new hires for operational roles.

Managed non-conventional construction loan operations by overseeing application documentation and compliance standards. Created closing processes and documents and communicated with vendors and partners to support internal and external coordination.

Processed loans at a senior level while delivering exceptional customer service and consistently exceeding performance expectations. Piloted new processes, collaborated across departments for efficiency, and tracked effectiveness through customer quality surveys.

Completed General Studies at Lake Washington High School.

Completed General Studies at Shoreline Community College.