Ana Rangel
Phoenix,USA
Summary
Professional with strong background in loan consulting, adept at analyzing financial data, assessing risk, and providing tailored lending solutions. Known for fostering team collaboration and delivering consistent results, adaptable to changing needs, and dependable in high-pressure situations. Strong skills in financial analysis, client relationship management, and regulatory compliance. Highly valued for reliability, flexibility, and results-driven mindset.
Overview
8
8
years of professional experience
Work History
Loan Consultant
Lendmark Financial Services
05.2023 - Current
- Maintained knowledge of current industry regulations, policies, and procedures to ensure compliance at all times
- Analyzing finances: Reviewing applicants' financial information, such as credit rating and income
- Assisting with applications: Helping clients complete applications and gather necessary documents
- Maintaining communication: Keeping in touch with both the client and the lender to ensure a smooth process
- Contact customers with overdue accounts and attempt to either collect the overdue amount or negotiate a payment plan to collect it in installments.
- Greet, assist and solicit individuals entering the office and calling by phone.
- Process payments, distributions, make recommendations regarding loan approvals.
- Approve loans up to established lending limits, complete loan closings, handle account activities related to collection accounts, including phone calls and face to face communications with customers.
Financial Services Representative
Merrill/Bank of America
10.2022 - 04.2023
- Provide the best client experience
- Client advocate, answering detailed questions and educating clients about additional value-added opportunities for their relationships
- Promote the sale of deposit, investment, credit and loan products and services
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
Closing Disclosure Analyst (CDA)
Chase
01.2020 - 10.2022
- Analyze and notate documentation that is outstanding
- Complete specific state required documents as authorized signer
- Request and upload critical document packages from settlement agents
- Make closing confirmation calls to ensure the closing took place and update system of record
- Working with the customer and/or settlement agent to cure all post signing related issues or concerns
- Verify receipt of all closing documents to ensure they are correct and have been executed properly
Materials Handler
St. Joseph's Hospital
11.2016 - 01.2020
- Stage shipments for carrier pickups
- Pick/pack/process products per shipping instructions
- Assist with perpetual cycle count inventory processes
- Daily breakdown and sorting of inbound freight consolidations
- Receiving, storage and order fulfillment duties and will process accurate information into our computer-based inventory and shipping systems
- Verification of products physically received as compared to information on receiving documents
Education
Business Certificate - Business
Gateway Community College
01.2020
Skills
- Spanish
- English
- Excel
- Microsoft Access
- Mortgage Express
- Sharepoint
- Netronline
- Workday
- CMS
- Dealertrack
- SCRA
Timeline
Loan Consultant
Lendmark Financial Services
05.2023 - Current
Financial Services Representative
Merrill/Bank of America
10.2022 - 04.2023
Closing Disclosure Analyst (CDA)
Chase
01.2020 - 10.2022
Materials Handler
St. Joseph's Hospital
11.2016 - 01.2020
Business Certificate - Business
Gateway Community College
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