Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional
interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
Work History
TITLE CLERK
ILENDING
02.2024 - Current
Managed high-volume workload while maintaining strict attention to detail in verifying ownership documents and registration forms.
Communicated with customers to resolve common title issues.
Coordinated efforts between sales staff, finance managers, and DMV offices to provide clients with prompt service regarding their vehicle titles.
Enhanced customer satisfaction by providing timely and accurate title information for vehicle transactions.
Conducted thorough research on lien releases, ensuring proper documentation was obtained for each transaction.
Maintained compliance with state regulations by staying up-to-date on changes in laws pertaining to titles and registrations.
Loan Operations Specialist/Title Clerk
CANVAS CREDIT UNION
03.2023 - 02.2024
Identified needs of customers promptly and efficiently.
Maintained updated knowledge through continuing education and advanced training.
Provided excellent customer service by addressing inquiries in a timely manner.
Assembled and compiled title abstracts, insurance forms, loan documents, and tax receipts.
Contacted dealerships and other financial institutions for any missing documents needed to send title paperwork
to county.
Maintained accurate records of all loan documents, applications, payments, and other related transactions.
Reviewed and corrected errors on interest, principal and any other payments customers have inquiries about.
Completed out of state title transfer requests
Handled title paperwork for cash for titles, private party purchases, external and internal refinances, and letters of credit and guarantee.
Loan Coordinator
REFIJET
11.2021 - 01.2023
Recommended loan approvals and denials based on customer loan application reviews.
Reviewed loan agreements to confirm completeness and accuracy.
Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
Issued final loan approval after verifying all required documents were received.
Assisted in developing new policies related to lending practices as needed.
Assisted in preparing loan packages for review by underwriters.
Approved or denied loan applications and explained reasoning behind decisions.
Collaborated with internal departments such as accounting, marketing, and legal as needed.
Provided training for new Loan Coordinators regarding best practices in the field.
Loan Operations Specialist
WELLS FARGO
11.2020 - 11.2021
Investigated discrepancies with loan data and resolved them promptly.
Updated client account information and records in company databases.
Documented best practices related to accounting processes and procedures for future reference.
Balanced customer accounts such as Garda, Loomis, and Brinks
Placed money orders for different businesses over the phone
CMS LEAD
Loomis Armored
12.2015 - 11.2020
Performed quality control reviews of all cash management functions performed by staff members.
Collaborated with cross-functional teams to support company initiatives and treasury transactions.
Developed efficient processes to streamline existing operations within the Cash Management department.
Resolved complex issues related to customer accounts in a timely manner.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Resolved problems or discrepancies concerning customers' accounts.
Reconciled branch vaults, balanced cash drawers and followed company cash control guidelines and procedures
to protect customer and employer assets.