Adam Roth
Customer Service Representative at Northwest Bank- Claim this Profile
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Spanish Limited working proficiency
Topline Score
Bio
Experience
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Northwest Bank
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United States
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Banking
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100 - 200 Employee
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Customer Service Representative
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Jul 2023 - Present
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Penrith Home Loans
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United States
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Financial Services
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1 - 100 Employee
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Lock Desk Analyst
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Dec 2021 - Mar 2023
- Wrote rate sheets with competitive pricing for hedged products relative to pricing of our investors and other lenders. - Analyzed MBS pricing and advised the VP of Secondary Marketing on mid-day price changes of our hedged products. - Balanced purchase advices on loans to be sold to investors then set up wires to warehouse banks. - Set up rate locks to be hedged or sold best efforts with our investors, making sure buy-side pricing was competitive while still being profitable. - Wrote rate sheets with competitive pricing for hedged products relative to pricing of our investors and other lenders. - Analyzed MBS pricing and advised the VP of Secondary Marketing on mid-day price changes of our hedged products. - Balanced purchase advices on loans to be sold to investors then set up wires to warehouse banks. - Set up rate locks to be hedged or sold best efforts with our investors, making sure buy-side pricing was competitive while still being profitable.
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Michelle Coolidge-Tondu-Evergeen Home Loans
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United States
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Banking
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Lock Desk Coordinator
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Feb 2021 - Sep 2021
- Ran daily reports to identify incorrectly locked loan files and communicate to others what needs to be done to correct them. - Reviewed and confirmed mortgage lock requests for loan officers using Optimal Blue and Encompass. - Worked closely with sales, processing, and underwriting to ensure loan files could successfully fund and close before deadlines. - Generated and distributed daily rate sheets to branch offices across the West coast and Southwest US. - Ran daily reports to identify incorrectly locked loan files and communicate to others what needs to be done to correct them. - Reviewed and confirmed mortgage lock requests for loan officers using Optimal Blue and Encompass. - Worked closely with sales, processing, and underwriting to ensure loan files could successfully fund and close before deadlines. - Generated and distributed daily rate sheets to branch offices across the West coast and Southwest US.
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Fred Meyer
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Kirkland
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Seafood Clerk
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Jun 2017 - Mar 2020
- Engaged with customers to cut the desired type and amount of fish or shrimp they required and cooking instructions if desired. - Trained new hires in knife safety and use, customer service skills, and management of inventory and goods. - Ordered stock and goods for sale while avoiding over or understocking and communicated with management to ensure the department was ready for sales or high traffic periods. • Worked part-time to support myself while being a full-time student. - Engaged with customers to cut the desired type and amount of fish or shrimp they required and cooking instructions if desired. - Trained new hires in knife safety and use, customer service skills, and management of inventory and goods. - Ordered stock and goods for sale while avoiding over or understocking and communicated with management to ensure the department was ready for sales or high traffic periods. • Worked part-time to support myself while being a full-time student.
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Edmonds School District
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Education Administration Programs
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700 & Above Employee
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Data Analytics Intern
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Jan 2019 - Mar 2019
- Scrubbed data from the Edmonds School District Community Survey of +5,000 responders and created data visualizations in Tableau. - Presented findings and visualizations to Edmonds School District administrators to inform them on what can they can learn about their community events and programs from the data collected. - Scrubbed data from the Edmonds School District Community Survey of +5,000 responders and created data visualizations in Tableau. - Presented findings and visualizations to Edmonds School District administrators to inform them on what can they can learn about their community events and programs from the data collected.
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University of Washington Medical Center
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United States
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Hospitals and Health Care
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700 & Above Employee
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Undergraduate Research Assistant
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Aug 2015 - Jun 2017
- Logging and transcribing vital sign data from birth data and organized blood and plasma samples from willing participants. - Worked part-time to support myself while being a full-time student. - Logging and transcribing vital sign data from birth data and organized blood and plasma samples from willing participants. - Worked part-time to support myself while being a full-time student.
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KENTUCKY FRIED CHICKEN
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Kirkland
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Fry Cook
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May 2013 - Aug 2015
- Prepared food quickly and efficiently in a demanding, high stress environment. - Engaged with Spanish speaking customers when translation was required. - Prepared food quickly and efficiently in a demanding, high stress environment. - Engaged with Spanish speaking customers when translation was required.
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Education
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University of Washington Bothell
Mathematical Thinking and Data Visualization, Data Analysis -
Flatiron School
Data Science