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
Warren, PA
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
Warren, PA
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
Warren, PA
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
Warren, PA
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
Warren, PA
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