Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Alex Cervantes

Pensacola,FL

Summary

Driven loan processing professional specializing in customer service and bank standards with five years of experience. Excellent communicator and decision maker with a strong eye for detail and a proactive nature. Effective at maximizing customer service opportunities while exceeding individual performance goals.

Overview

8
8
years of professional experience

Work History

Mortgage Processor

Navy Federal Credit Union
07.2021 - Current
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Prepared files for final clear-to-close, sometimes within 3 days of receiving a file
  • Handled any conditions sent from underwriting departments.
  • Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
  • Maintained compliance with privacy and security requirements, as well as federal statutes covering Conventional and VA loans.
  • Complied with both NFCU and Federal standards in lending
  • Created strong working relationships with advisors, assistants and support staff.
  • Analyzed borrower credit reports and income statements to verify accuracy.
  • Managed 12-20 active files at once

Financial Services Representative

Members First Credit Union Of Florida
10.2019 - 07.2021
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
  • Assisted anywhere from 50-120 members per day with a range of different requests
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Facilitated the merger of another credit union while complying with all standards and quickly learning a new software and system

Pharmacy Technician Trainee

CVS Pharmacy
03.2019 - 10.2019
  • Communicated with patients to collect information about prescriptions and medical conditions or arrange consultations with pharmacists.
  • Counted, measured, and compounded medications following standard procedures.
  • Reviewed and verified customer information and insurance provider information.
  • Answered incoming phone calls and addressed questions from customers and healthcare providers.

Barista

Starbucks
10.2016 - 03.2019
  • Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
  • Created wide variety of hot and cold drinks in average shifts with consistently positive customer satisfaction scores.

Education

Bachelor of Arts - English

The University of West Florida
Pensacola, FL
08.2023

Associate of Arts - General Studies

Pensacola State College
Pensacola, FL
05.2020

Skills

  • Customer Communication and Service
  • Critical Thinking
  • Knowledge of Federal and State laws in financial services
  • Collaborating with team members
  • Adaptability
  • Meeting deadlines
  • Time Management
  • Advanced verbal and written communication skills

Accomplishments

Navy Federal:


  • Received team award for no missed closings in: March, April, May, and June of 2022
  • Ranked in the top 25 of new construction processors in June 2022
  • Perfect 7.0 survey score in June

Members First Credit Union


  • Promoted to Financial Services Representative II within my first 6 months on the job
  • Facilitated the merger and acquisition between Members First Credit Union and Florida State Employees Federal Credit Union by working with FSEFCU in an effort to get both the employees and the members acclimated with a new credit union

Timeline

Mortgage Processor

Navy Federal Credit Union
07.2021 - Current

Financial Services Representative

Members First Credit Union Of Florida
10.2019 - 07.2021

Pharmacy Technician Trainee

CVS Pharmacy
03.2019 - 10.2019

Barista

Starbucks
10.2016 - 03.2019

Bachelor of Arts - English

The University of West Florida

Associate of Arts - General Studies

Pensacola State College

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Alex Cervantes