Amanda Ruiz
Sahuarita,AZ
Summary
Successfully manages high volumes of loan documentation in fast-paced environments with demanding productivity, funding and customer satisfaction targets. Familiar with verifying tax, credit, employment, loan, personal and residential histories. Comfortable working alone or with team members to accomplish tasks and enhance processes.
Overview
17
17
years of professional experience
Work History
Appraisal Document Coordinator
Moder
Fort Lauderdale, FL
08.2024 - 03.2025
- Performed data entry into document management systems, ensuring accuracy of information.
- Identified errors and suggested appropriate edits.
- Kept documents moving in proper flow by applying strong organizational, planning and multitasking abilities.
- Coordinated with external vendors to assist with scheduling appraisals.
- Organized, stored, and retrieved documents in accordance with document management procedures.
- Identified the needs of appraisers promptly and efficiently.
- Answered emails in a timely manner.
- Ordered appraisals for VA loans.
Bank Teller
Wells Fargo
Sahuarita, AZ
05.2024 - 08.2024
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Maintained confidentiality of bank records, transactions and customer information.
- Assisted customers with basic technical issues related to digital banking platforms.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Welcomed customers and offered pleasant service during entire transaction.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Explained bank services, financial products and applicable fees to customers.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Identified transaction errors when debits and credits did not balance.
- Received and counted daily inventories of cash, drafts and checks.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
Mortgage Loan Processor
Citibank
Tucson, AZ
05.2019 - 02.2024
- Customer service skills for phone calls with our vendors and clients
- Able to conduct professional emails to both vendors and clients
- Microsoft Office used daily such as excel, outlook, and word
- Data entry of confidential client and company information
- Maintain my own pipeline of accounts
- The ability to review income documents, mortgage closing documents, title and escrow documents to facilitate loans
- Able to multitask in multiple systems as well as multitasking in a variety of tasks daily
- The ability to follow and enforce policy and procedures
- Qualified to determine what is needed to make sure loans close on time
- Highly organized and knowledgeable in the industry
- Time management
- Strong problem-solving skills
- Performs well under pressure and when dealing with complaints
Customer Service Representative
Citibank/credit card department
01.2019 - 05.2019
- Inbound customer calls
- Data entry
- Assist customers on their credit card accounts
- Multi-tasking by talking to customers while using a computer
- Strong problem-solving skills
- Performs well under pressure and when dealing with complaints
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Set up and activated customer accounts.
- Processed payments
Homeowner Support Specialist
CitiMortgage
01.2009 - 01.2019
- Customer service skills for phone calls with clients
- Able to conduct professional emails to clients
- Microsoft Office used daily such as excel, outlook, and word
- Data entry of confidential client and company information
- Maintain my own pipeline of accounts
- The ability to review income, expense, and asset documents
- Able to multitask in multiple systems as well as multitasking in a variety of tasks daily
- The ability to follow and enforce policy and procedures
- Qualified to determine what is needed to assist customers in hardships
- Highly organized and knowledgeable in the industry
- Time management skills
- Strong problem-solving skills
- Performs well under pressure and when dealing with complaints
Collections
CitiBank/credit cards department
04.2008 - 01.2009
- Outbound calls on a dialer
- Data entry
- Assist customers on their credit card accounts
- Ability to multi-task by talking to customers while using a computer
- Strong problem-solving skills
- Performs well under pressure and when dealing with complaints
- Find programs available to assist customers with payment options.
Education
High school diploma -
Tucson Magnet High School
05.2007
Skills
- Verifying Information
- Financial Document Review
- Gathering Appraisals
- Legal Compliance
- Information Verification
- Processing Documents
- Proficient in Microsoft office
- Reviewing Financial Paperwork
- Loan Modification
- Customer Account Review
- Mortgage Loan Processing
- Employment Verification
- Property Insurance Arrangement
- General Mortgage Associate
- Problem-Solving
- Customer Service
- Deposit and Payment Collection
- Data Collection
- File Management
- Regulatory Compliance
- Personal Data Collection
- Credit Verification
- Financial Data Collection
- Legal Documentation
- Loan Records Filing and Maintenance
- Customer Communication
- Application Review
- Data Entry
Timeline
Appraisal Document Coordinator
Moder
08.2024 - 03.2025
Bank Teller
Wells Fargo
05.2024 - 08.2024
Mortgage Loan Processor
Citibank
05.2019 - 02.2024
Customer Service Representative
Citibank/credit card department
01.2019 - 05.2019
Homeowner Support Specialist
CitiMortgage
01.2009 - 01.2019
Collections
CitiBank/credit cards department
04.2008 - 01.2009
High school diploma -
Tucson Magnet High School
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