Alejandra Vela
Lytle,TX
Summary
Loan Maintenance specialist with more than seven years of experience in financial and technological processes. Involved in maintaining current systems, new product testing, and development of new resources. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
Work History
Sr. Loan Servicing Specialist
Security Service FCU
08.2018 - Current
- Assisted with training new employee(s) utilizing online manual. Ensure all procedures were accurate throughout training process
- Adjusted teaching skills to ensure new employees are able to understand the procedures & process items consistently & within federal guidelines
- Learning & testing new websites/programs to ensure a smooth transition into the department & troubleshooting any gaps
- Part of shared duties: run daily, weekly & monthly reports within department to balance the general ledgers. estimated 10 reports a week.
- Utilize 3 or more different programs to increase process efficiencies, including Excel, Monarch and macro. Created 15 macro programs on TSSO to speed up the maintenance process for loan payments & adjustments
- Work closely with various departments & areas within department for corrections or updates after or during loan processes including balancing monthly general ledgers
- Update all loan, credit cards & Line of Credit accounts to comply with the federal SCRA regulations for qualified members. estimated 10 accounts a month. Calculated, reviewed and corrected errors on interest and principal.
- Post, reverse and adjust loan payments & Line of Credit payments using TSSO, as well as disability, FMLA or involuntary unemployment check or ACH payments. average of 1000 a month
- Initiate debt cancellation claims with third party vendor while continuing communication to ensure all documentation is provided in a timely manner
- Balance 3 general ledger accounts for department daily, weekly & monthly using TSSO, Adobe Pro & Excel
- Maintain multiple Excel logs to track & report any system issues or interdepartmental issues to department management
- Maintain close partnership with third party vendor used for extended warranty and debt cancellation coverage by providing clear communication regarding claims and/or missing documentation
- Assist with updating current procedures to stay within federal & state compliance guidelines. Outline new procedures as new processes are introduced. Updates are sent to Quality Assurance Compliance representative.
- Stay up to date on loan regulation changes, processing loan applications in compliance with current laws.
Account Technician
Security Service FCU
03.2017 - 08.2018
- Part of shared duties: run daily and weekly reports to find & correct any process errors that are occurring in credit union
- Updated membership accounts with valid & current address, phone number & email addresses to assist in creating smooth customer experience
- Work with IRS, Texas Comptroller's office, Texas Lottery Commission, & multiple state Child Support offices to freeze & provide funds for back-pay due to state or federal government estimated 200-300 a month.
- Assist other departments & members with account issues via phone call, email or Sysaid Help Desk tickets. Estimated 1000-2000 tickets a month
- Test new processes to keep systems working efficiently within credit union to create best customer experience possible
- Assisted senior team member with testing new procedures or programs prior to updating department manual.
Member Relationship Rep
Security Service FCU
02.2016 - 03.2017
- Teller duties including posting payments to loans, Line of Credit accounts, credit cards & home equity/mortgage loans using Quick Connect, daily total of 300-400 transactions
- Depositing funds to checking, savings, IRA & Certificate of Deposit accounts, daily average of 100-150 transactions
- Printing new debit cards onsite & temporary checks
- Opening new accounts, including checking, savings and CD accounts
- Working directly with members to correct or update any account information
- Providing excellent customer service to find best solution to member concerns
- Assessed client's financial position to identify additional relationship opportunities
- Responded to client requests for processing deposits, loan payments and order changes
- Improved sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas
Education
Exercise Science
Alamo Colleges
San Antonio, TXBachelor of Science - exercise science
University of Texas
San Antonio, TX12.2015
Skills
- Microsoft Office
- Team Relationships
- Remote Video Conferencing
- SharePoint
- Quality Assurance
- Account Analysis Expertise
- Microsoft Outlook
- General Ledger Balancing
- Auditing
- Operational Efficiency
- Spreadsheet Tracking
- Compliance
Timeline
Sr. Loan Servicing Specialist
Security Service FCU
08.2018 - Current
Account Technician
Security Service FCU
03.2017 - 08.2018
Member Relationship Rep
Security Service FCU
02.2016 - 03.2017
Exercise Science
Alamo Colleges
Bachelor of Science - exercise science
University of Texas
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