Alicia Mondragon
Waco,TX
Summary
Loan Assistant effective at working with underwriters, mortgage companies and closing parties to facilitate smooth and efficient application process. Diligently gathers and checks documents, orders reports and maintains records. Highly organized and versed in multiple types of loans and application processes.
Overview
10
10
years of professional experience
4
4
years of post-secondary education
1
1
Language
Work History
Loan Assistant
First Central Credit Union
Waco, TX
07.2018 - Current
- Responsible for final audit of all consumer loans to ensure that all documents and signatures are in place and scanned legibly into computer system
- Serves as a back-up for setting up approved credit card applications, including keying data into the computer system, providing initial disclosures and transferring balances
- May assist the member with credit card questions and maintain plastics
- Will quote payoffs and release titles on paid auto loans
- May assist with real estate escrow account letters.
Member Service Representative
First Central Credit Union
Waco, TX
12.2014 - Current
- Provide member service by receiving and processing transactions and answering questions
- Accurately balances cash drawer daily
- Performs routine office tasks, including typing, answering telephones, filing and handling mail
- Also perform the following as needed: various clerical duties related to new accounts, such as assisting members in completing forms for services, providing general information regarding services or policies, entering membership information into core data processing system to set-up new accounts, performing file maintenance, processing title work, and closing member accounts.
Teller II
First Central Credit union
Waco, TX
05.2012 - Current
- To process member transactions to include, but not limited to, deposits, withdrawals, payments, money orders, savings bond redemption, transfers, coin exchange
- Process paper payrolls from Select Employee
- Groups to member accounts
- Process Verification of Deposits (V.O.D.’s)
- Scan teller work daily
- Proactively cross-sell products and services to meet member’s needs according to company “sales” benchmarks
- Answer product and service related questions and assist with research requests
- Be knowledgeable of and accountable for credit union policies and procedures
- Attempt to collect past due accounts and ODP’s
- Maintain filing of open member loan files
- Maintain and balance the self-serve coin machine as assigned
- Maintain and balance the ATM as assigned.
Sales Associate
Belk
Waco, TX
07.2010 - 05.2012
- Meet and exceed personal sales per hour goal by increasing units sold per transaction by recommending products to customers
- Supporting the Operations Team to ensure new merchandise is unpacked and displayed in a timely manner and stored in a place that does not obstruct customer access to the department
- Ensuring timely set-up including signage for promotional events
- Following procedures for all systems including counts, markdowns, re-tickets and inventory control
- Complying with store policies including, but not limited to those concerning attendance and tardiness.
Education
High School Diploma -
University High School
Waco 08.2007 - 06.2010
Skills
Loan Auditing
Customer Service (10 years)BilingualBanking (10years)
Microsoft Word (9 years)Title Processing (7 years)Certifications and LicensesNotary PublicAttention to Detail — Highly ProficientIdentifying differences in materials, following instructions, and detecting details among distracting information
Customer Focus & Orientation — Highly ProficientAnalyzing Data — Highly ProficientInterpreting and producing graphs, identifying trends, and drawing justifiable conclusions from dataAttention to detail — Highly ProficientCash Handling
Banking
Data Entry
Multitasking Abilities
Loans
Problem-Solving
Additional Information
- Willing to relocate: Anywhere, Authorized to work in the US for any employer
Timeline
Loan Assistant
First Central Credit Union
07.2018 - Current
Member Service Representative
First Central Credit Union
12.2014 - Current
Teller II
First Central Credit union
05.2012 - Current
Sales Associate
Belk
07.2010 - 05.2012
High School Diploma -
University High School
08.2007 - 06.2010