Summary
Overview
Work History
Education
Skills
Licenses
Timeline
Generic

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, PA

Skills

  • 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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Sara Terrasi