Amanda Loyola
Milwaukee,WI
Summary
Detail-oriented Financial Services and Fintech Operations Professional with extensive experience in merchant services, mortgage servicing, research, and workflow coordination. Skilled in resolving complex account issues, managing cross-functional workflows, and ensuring process compliance. Proficient in Salesforce CRM, account research, documentation review, and data migration coordination, with a strong focus on quality control and stakeholder communication.
Overview
14
14
years of professional experience
Work History
Sales Support Specialist
Fiserv
Milwaukee, WI
03.2021 - Current
- Support sales, retention, and operational workflows for merchant services accounts using Salesforce and internal systems.
- Research complex account information to determine appropriate routing, ownership, requirements, and next steps for customer requests and internal requests.
- Create and manage Salesforce cases, sales leads, cross-sell opportunities, retention cases, and operational requests from initiation through appropriate handoff.
- Coordinate data migration documentation and submit requests to specialized teams, verifying information is complete and accurate for processing and billing.
- Review account records and supporting documentation to identify missing, incomplete, or conflicting information, collaborating across departments to resolve discrepancies and facilitate timely completion.
- Serve as a knowledgeable resource for coworkers on internal procedures and unusual account situations, helping clarify requirements, determine next steps, and resolve issues.
Document Processor II
Dovenmuehle Mortgage Inc.
Lake Zurich, IL
01.2018 - 03.2021
- Prepared and processed documentation supporting foreclosure and bankruptcy case filings while meeting court and service-level deadlines.
- Verified information in legal documents against supporting records to ensure accuracy, completeness, and proper execution by authorized parties.
- Performed quality-control reviews of other processors’ work prior to document execution and delivery to outside law firms.
- Selected for a specialized client team and trained coworkers and new employees on client requirements, procedures, and document types.
- Created presentation materials and delivered a presentation to a visiting law firm.
Title Searcher
First American/RedVision
Deerfield, IL
02.2014 - 11.2017
- Conducted detailed property and public-record research using online databases, county and court records, and other primary sources across multiple jurisdictions in Illinois and Wisconsin.
- Researched land title documents, ownership records, tax and assessment information, liens, and other records necessary to produce accurate title search reports.
- Performed quality control reviews of searches completed by internal researchers and third-party vendors, identifying errors and ensuring reports met all client requirements.
- Provided detailed feedback to researchers and vendors to improve accuracy and overall search quality.
- Worked directly with county assessor, treasurer, clerk, and other government offices to obtain or clarify information unavailable through online sources.
- Researched circuit-court cases and obtained supporting court documents when required.
Workflow Assistant/Typist
InfoTrack/RedVision Systems
Deerfield, IL
11.2012 - 02.2014
- Supported title researchers by gathering property tax and assessment data, conducting lower-level title searches and updates, obtaining documents, and organizing completed reports.
- Researched circuit-court cases and obtained supporting court documentation as required.
- Produced title reports from researcher-provided information while meeting a minimum keyboarding standard of 10,000 keystrokes per hour with 95% accuracy.
- Identified and secured qualified vendors to expand company service coverage into previously unsupported states.
Education
Certificate - Indigenous Studies – Canada
University of Alberta
Edmonton, AB 02.2022 - 03.2022
Washington Park High School
Racine, WISkills
Salesforce CRM
Sales & Retention Support
Account Research & Analysis
Workflow & Case Management
Data Migration Coordination
Documentation Review & Quality Control
Cross-Functional Collaboration
Process & Procedure Compliance
Public Records Research
Microsoft Excel, Word & Outlook
DocuSign & Adobe Acrobat
Marketo
Client360 & Client360 Pulse
Microsoft Teams & Slack
SharePoint
Tableau – Basic Exposure
Systems & Platforms
Salesforce CRM • Microsoft Excel, Word, & Outlook • DocuSign • Adobe Acrobat • Marketo • Client360, including Pulse • Microsoft Teams • Slack • SharePoint • Tableau—Basic Exposure
Timeline
Certificate - Indigenous Studies – Canada
University of Alberta
02.2022 - 03.2022
Sales Support Specialist
Fiserv
03.2021 - Current
Document Processor II
Dovenmuehle Mortgage Inc.
01.2018 - 03.2021
Title Searcher
First American/RedVision
02.2014 - 11.2017
Workflow Assistant/Typist
InfoTrack/RedVision Systems
11.2012 - 02.2014
Washington Park High School