Sara Terrasi
Youngsville
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Commercial Account Manager
Calvert Pearson Insurance Group
06.2024 - Current
- Process renewals, new business, cancellations, audits, and endorsement requests accurately.
- Invoice policies, audits, endorsements, and cancellations.
- Develop and maintain relationships with Carriers and Clients.
Wholesale Mortgage Underwriter
Northwest Bank
09.2019 - 06.2023
- Evaluated loan applications, determining creditworthiness, assessing risk and establishing loan conditions.
- Analyzed and verified applicant income, assets and credit history to support compliance with underwriting guidelines.
- Reviewed appraisals and title documents to verify accuracy and completeness.
- Developed and maintained relationships with investors to drive compliance with guidelines.
Residential Lending Advisor
Northwest Bank
05.2018 - 09.2019
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Developed and maintained relationships with customers, lenders and other third parties.
- Evaluated loan requests and documents to verify accuracy and completeness.
Mortgage Loan Processor
Northwest Bank
02.2017 - 05.2018
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Analyzed borrower credit reports and income statements to verify accuracy.
Consumer Finance Representative
Northwest Bank
08.2014 - 02.2017
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Worked with customers via telephone to answer questions, process transactions, and resolve issues.
Education
Accounting
Indiana University of Pennsylvania
Indiana, PASkills
- Application Analysis
- Customer Interaction
- Residential Loans
- Networking and Partnership Development
- Client Relationship Building
Licenses
- NMLS ID 1150028
- Pennsylvania Resident Producer License 1137094 (Property & Casualty Insurance)
Timeline
Commercial Account Manager
Calvert Pearson Insurance Group
06.2024 - Current
Wholesale Mortgage Underwriter
Northwest Bank
09.2019 - 06.2023
Residential Lending Advisor
Northwest Bank
05.2018 - 09.2019
Mortgage Loan Processor
Northwest Bank
02.2017 - 05.2018
Consumer Finance Representative
Northwest Bank
08.2014 - 02.2017
Accounting
Indiana University of Pennsylvania
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