Alexandra Vasquez
Tatum
Summary
Proactive lending professional with extensive experience in loan processing and member/customer education. Recognized for delivering high customer satisfaction and maintaining meticulous records. Ready to leverage expertise in regulatory compliance to enhance operational efficiency.
Overview
10
10
years of professional experience
Work History
Senior Lending Consultant -REMOTE
Technology Credit Union
San Jose
09.2023 - Current
- Facilitated completion of loan applications and collection of required documentation.
- Evaluated credit histories and financial information to assess loan eligibility.
- Educated clients on mortgage products, rates, and industry trends during consultations.
- Coordinated with underwriters to ensure timely loan approvals and processing.
- Maintained accurate records of client interactions and loan progress in CRM systems.
- Guided clients through loan processes with clear explanations and support.
- Reviewed loan applications for adherence to company policies and regulations.
- Analyzed credit reports to evaluate borrower eligibility and risk factors.
Lending Center
Eastman Credit Union
Longview
05.2022 - 09.2023
- Resolved customer issues through knowledgeable and friendly service, promoting high satisfaction levels.
- Processed consumer loan applications efficiently, ensuring timely approvals.
- Maintained accurate records for all loan applications in the database system.
- Reviewed loan applications for compliance with established policies and conditions.
- Promptly processed, funded, and disbursed new direct consumer loans with a focus on quality assurance.
Loan Processor II
Texas Bank and Trust
Longview
09.2021 - 05.2022
- Reviewed mortgage applications for accuracy and completeness, ensuring compliance with federal regulations.
- Processed loan files efficiently through underwriting systems to expedite approvals.
- Collaborated with loan officers to gather essential documentation for effective processing.
- Coordinated closing schedules with title companies and lenders to facilitate timely transactions.
- Inspected loan documentation for errors and corrected discrepancies prior to finalization.
- Verified fulfillment of all loan conditions before disbursement of funds.
- Completed various loan types: Consumer Loans, Mortgage Loans, JUMBO Loans, FHA Loans, and Commercial Real Estate Loans.
Licensed Financial Relationship Consultant - LEAD
Regions Bank
Longview
01.2016 - 09.2021
- Provided expert assistance to clients on financial inquiries and account management.
- Educated customers about diverse financial products and services.
- Collaborated with team members to enhance customer service protocols.
- Delivered presentations on investment options and retirement planning strategies.
- Facilitated communication between clients and financial advisors to ensure seamless service.
- Processed deposits, withdrawals, and loan payments while maintaining accurate financial records.
- Engaged in financial discussions with clients to assess needs and propose suitable solutions.
- Utilized CRM systems for tracking client interactions and progress toward financial goals.
Education
High School Diploma -
Pine Tree High School
Longview, TX10-2013
Some College (No Degree) - Insurance Coding & Billing
Herzing University
OnlineSkills
- Loan processing & origination
- Credit evaluation
- Mortgage & Commercial Real Estate compliance
- Financial documentation processing
- Risk assessment
- Customer relationship management
- Bilingual - Spanish & English
Languages
English
Native/ Bilingual
Spanish
Full Professional
Accomplishments
Top Performer 2023, Q4 Exceeded annual sales target
References
References available upon request.
Timeline
Senior Lending Consultant -REMOTE
Technology Credit Union
09.2023 - Current
Lending Center
Eastman Credit Union
05.2022 - 09.2023
Loan Processor II
Texas Bank and Trust
09.2021 - 05.2022
Licensed Financial Relationship Consultant - LEAD
Regions Bank
01.2016 - 09.2021
High School Diploma -
Pine Tree High School
Some College (No Degree) - Insurance Coding & Billing
Herzing University