Angel Perrone
Mission Viejo,CA
Summary
Entry-Level Accountant Receivable and Payable. Disciplined candidate eager to utilize strong math and analytical skills. Skilled in data entry, Wow customer service, enjoy undertaking new challenges. Maintained accurate and timely records of user inquires and solutions in tracking system. Strong attention to detail and committed to meeting tight deadlines. 5 year goal to become Senior Accounting Manager or Senior Financial Analyst.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Loan Officer Assistant
Cross Country Mortgage
05.2013 - Current
- Our team have been Top 50 in the Nation by Scottsman's Guide
- Set up files using loan officer checklist and submitted on-time for processing.
- Communicated with customers daily to request information and complete paperwork.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Received multiple team and company awards
Help Desk Support Specialist
Sentinel Offender Services
07.2007 - 03.2013
- Broke down and evaluated user problems, using test scripts, personal expertise, and probing questions.
- Responded to inquiries by phone, email and walk-up requests.
- Provided end-user system and equipment training.
- Logged activities in tracking system to maintain accurate, timely records.
- Oversaw installations of new technology and new personnel training.
- Managed small team who monitored people on house arrest wearing ankle monitoring RF equipment.
- Configured and tested new software and hardware.
Loan Officer
American Heritage Lending
10.2004 - 06.2006
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Examined customer loan applications for loan approvals and denials.
- Recommended loan approvals and denials based on customer loan application reviews.
Personal Banker
Wells Fargo
11.2001 - 08.2004
- Started as a Bank Teller and quickly got promoted to personal banker.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Education
High School Diploma -
Trabuco Hills High School
Mission Viejo, CA06.1997
Skills
- Banking / Cash Handling
- Attention to Detail
- Fast and Efficient
- Credit
- Mortgage Loan Processing
- Licensed Mortgage Consultant
- Customer Account Review
- Deposit and Payment Collection
- Microsoft Office
- Budget Planning and Analysis
- Verbal and Written Communication
- Information Gathering and Analysis
Certification
- MNLS License - Since 2015
Languages
Spanish
Professional Working
Timeline
Loan Officer Assistant
Cross Country Mortgage
05.2013 - Current
Help Desk Support Specialist
Sentinel Offender Services
07.2007 - 03.2013
Loan Officer
American Heritage Lending
10.2004 - 06.2006
Personal Banker
Wells Fargo
11.2001 - 08.2004
High School Diploma -
Trabuco Hills High School