CYNTHIA GARCIA
Summary
Operations Assistant
Overview
14
14
years of professional experience
1
1
Certification
Work History
Implementation Specialist
Fiserv
05.2023 - Current
- Streamlined implementation processes by effectively collaborating with cross-functional teams and project stakeholders.
- Reduced client onboarding time by developing comprehensive training materials and delivering tailored user sessions.
- Enhanced customer satisfaction with timely resolution of issues during project implementations.
- Ensured seamless system integration, conducting thorough testing and troubleshooting before final deployment.
- Managed multiple implementation projects concurrently, maintaining strict deadlines without compromising quality or scope.
- Developed strong relationships with clients, fostering trust and confidence in the implementation process.
Operations Assistant
Guaranteed Rate Remote
11.2020 - 03.2023
- Assisting the mortgage processor during the loan verification process with including but not limited to: work with the borrower to complete the initial disclosures and pay their loan fees Completing an Employment VOE (Verification of Employment) Completing a written and verbal VOE Placing and managing appraisal orders Order tax transcripts through data verify website Ordering and reviewing title commitment Ordering credit supplements Order payoffs Order Home Owners Insurance Making sure all the documents are completed before the initial review of the loan file Communicate consistently with POD to identify additional responsibilities Keeping all files organized and current, currently have 219 loans in process in various stages.
Client Service Specialist
Bank OZK
07.2019 - 11.2020
- Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud Open account, as needed, and recommend new products and services to meet customer needs Follow Bank policy, procedures and guidelines to protect customers and bank assets Assist clients with processing domestic and international wires Make outbound calls to clients to review relationships and set appointments
Loan Officer Assistant
Movement Mortgage
04.2014 - 10.2018
- Manage, update and correct data related to the new loan applications Worked with the loan officer to review borrower files, perform various support and administrative tasks Used loan software to determine borrower approval and various other loan related details Manage the loan process and ensure timely and correct documentation Frequently responding to borrower inquiries and reviewing their credit bureau information
Accounts Receivable Specialist
Retail Data Systems
01.2012 - 04.2014
Lead Teller
Wells Fargo
01.2010 - 01.2012
Skills
- Very strong work ethic with a keen attention for details and error free execution
- Work efficiently with high quality and accuracy
- Time management skills; ability to meet critical deadlines
- Excellent customer relationship skills
- Document Control
- Project Coordination
- Workflow Processes
- Organizational Management
Certification
- SAFE Mortgage Loan Originator License (last renewal 07/2017)
- FHA Loans - Loan Origination & Loan Processing (completed on 04/2014)
- Conventional Loan Processing (completed on 04/2014)
Additional Contacts
Michelle Lee, Guaranteed Rate Inc., Senior Mortgage Consultant, (470) 255-7739, michelle.lee@rate.com
Mitchlin Phelps, Fiserv, Inc. Senior Implementation Specialist, (404) 992-4129, mitchlin.phelps@fiserv.com
Contact - Professional Summary Objective
Working in the financial industry in a position that challenges me daily, utilizing my financial skills and allows for opportunities to learn more. Highly organized individual with extensive experience in the retail industry. Demonstrated success in streamlining operations and improving customer service. Proven ability to manage multiple projects efficiently while meeting tight deadlines.
References
- Direct Supervisor
Timeline
Implementation Specialist
Fiserv
05.2023 - Current
Operations Assistant
Guaranteed Rate Remote
11.2020 - 03.2023
Client Service Specialist
Bank OZK
07.2019 - 11.2020
Loan Officer Assistant
Movement Mortgage
04.2014 - 10.2018
Accounts Receivable Specialist
Retail Data Systems
01.2012 - 04.2014
Lead Teller
Wells Fargo
01.2010 - 01.2012