Background & Experience
Heather joined NBS Financial Services in 2015. In her first year she successfully assisted in closing over 30 transactions (acquisitions, additional funding, assumptions, construction, construction take outs, modifications, refinances, 1031 exchange, etc.) with various Life Company lenders and property types, funding roughly $200,000,000.00. Her responsibilities as Closer includes acting as a liaison between Lenders, Borrowers and Legal Counsel, problem solving and tracking diligence items to ensure benchmarks are being met. She’s also focused on creating memorable experiences by using relationships developed with Lenders, Legal Counsel, Escrow/Title Officers and Vendors in an effort to make the closing process seamless while using her knowledge of Lender expectations to help reduce Borrower costs. In addition to closing, she also processes monthly mortgage payments for loans within the companies servicing portfolio and acts as backup for the Loan Servicing and Production departments.
Prior to NBS Financial, Heather was a valuable member of another division of Norris, Beggs & Simpson Companies, NBS Financial’ s parent company. Heather garnered tremendous experience within the commercial real estate industry as a Property Manager Assistant where she managed the daily needs of multiple Property Managers with their subsequent portfolios of office, industrial, retail and multifamily properties. While in this role, Heather also audited leases, insurance and vendor files for compliance and helped to developed service contracts, manage budget oversight and capital improvement projects.
Heather earned a Bachelor of Science in Sociology from the University of Oregon.