Staci Duffy
Account Manager at VGM Insurance Services- Claim this Profile
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English -
Topline Score
Bio
Experience
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VGM Insurance Services
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United States
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Insurance
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1 - 100 Employee
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Account Manager
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Apr 2023 - Present
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Newfi Lending
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United States
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Financial Services
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1 - 100 Employee
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VP of Processing
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Jan 2022 - Nov 2022
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Veridian Credit Union
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Banking
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300 - 400 Employee
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Mortgage Lending Processing Supervisor
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Nov 2017 - Jan 2022
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BankIowa
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United States
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Banking
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1 - 100 Employee
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Residential Real Estate Lender
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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
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Ocwen Financial Corporation - US
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United States
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Financial Services
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700 & Above Employee
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Corporate Trainer
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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.
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Supervisor
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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.
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Team Lead
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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.
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Loan Counselor
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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.
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Education
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Upper Iowa University
Human Resources Management -
University of Northern Iowa
Real Estate and Finance