Adam Roth

Customer Service Representative at Northwest Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Kirkland, Washington, United States, US
Languages
  • Spanish Limited working proficiency

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Bio

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Experience

    • United States
    • Banking
    • 100 - 200 Employee
    • Customer Service Representative
      • Jul 2023 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Lock Desk Analyst
      • 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.

    • Lock Desk Coordinator
      • 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.

  • Fred Meyer
    • Kirkland
    • Seafood Clerk
      • 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.

    • Education Administration Programs
    • 700 & Above Employee
    • Data Analytics Intern
      • 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.

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Undergraduate Research Assistant
      • 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.

    • Fry Cook
      • 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.

Education

  • University of Washington Bothell
    Mathematical Thinking and Data Visualization, Data Analysis
    2015 - 2020
  • Flatiron School
    Data Science
    2020 - 2020

Community

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