Staci Duffy

Account Manager at VGM Insurance Services
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Contact Information
us****@****om
(386) 825-5501
Location
Cedar Falls, Iowa, United States, US
Languages
  • English -

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Bio

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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Account Manager
      • Apr 2023 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • VP of Processing
      • Jan 2022 - Nov 2022

    • Banking
    • 300 - 400 Employee
    • Mortgage Lending Processing Supervisor
      • Nov 2017 - Jan 2022

    • United States
    • Banking
    • 1 - 100 Employee
    • Residential Real Estate Lender
      • Apr 2015 - Nov 2017

      ● Guide customers through the mortgage loan process from taking an application, providing disclosures and assisting them through their closing. ● Attract new mortgage loan customers by developing relationships within the real estate community and making sales calls to prospective customers and referral sources. ● Provide outstanding customer service to all customers, whether it is during the loan process or post-closing. ● Originating Fannie Mae, FHA, VA, USDA and in-house portfolio loans, both conventional and ARM, borrower paid MI and LPMI. ● Experience using Desktop Underwriter when originating loans. ● Responsible for knowing our investor’s guidelines and staying up to date on their requirements. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Corporate Trainer
      • Aug 2011 - Apr 2015

      ● Effectively delivered training to newly hired associates in Customer Care, Collections, Single Point of Contact and Loss Mitigation. ● Led training for existing employees from several different departments and job functions. ● Analyzed our training department processes and worked on several projects to improve the current processes and successfully implemented those changes. ● Created training material on various topics and helped keep all training material up to date. ● Effectively delivered training to newly hired associates in Customer Care, Collections, Single Point of Contact and Loss Mitigation. ● Led training for existing employees from several different departments and job functions. ● Analyzed our training department processes and worked on several projects to improve the current processes and successfully implemented those changes. ● Created training material on various topics and helped keep all training material up to date.

    • Supervisor
      • Mar 2010 - Aug 2011

      ● Successfully managed a team of 12 associates and one team lead to be one of the top performing teams in the department. ● Monitored associates phone calls and provided feedback on a weekly basis. ● Was responsible for tracking PTO time used, verifying time card information was correct, approving time cards and other Human Resources related tasks. ● Took elevated calls from customers, researched issues and followed up with customers providing a resolution.

    • Team Lead
      • Dec 2009 - Mar 2010

      ● Handled elevated calls from customers regarding their mortgage. ● Researched issues and worked with other business units to resolve the customer’s problem. ● Provided great customer service to customers and always followed up with a response to their issue. ● Coached loan counselors on their calls and provided feedback in areas where they could improve.

    • Loan Counselor
      • Jun 2009 - Dec 2009

      ● Handled inbound and outbound calls from customers regarding their mortgage. ● Worked with customers to come up with the best solution to resolve their delinquency based on their financial situation. ● Assisted in training new hires through call shadowing.

Education

  • Upper Iowa University
    Human Resources Management
    2013 - 2014
  • University of Northern Iowa
    Real Estate and Finance
    2004 - 2009

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