Angelica Louangsrihotha
Livingston,CA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Customer Service/Sales Representative
Farmers Insurance
02.2022 - Current
- Solicit, sell, and negotiate new business policies
- Review renewal business and conduct appropriate follow up based on degree of change
- Cross-sell/up-sell products to existing customers
- Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
- Conduct annual reviews with customers
- Diffuse difficult and complex customer interactions.
Mortgage Loan Officer Assistant
Scenic Oaks Funding
02.2022 - 08.2022
- Maintain and update all loan files in process
- Communicate and follow up with clients and across internal departments
- Assist with MLO database and CRM management
- Collect and deliver conditions to and from appropriate parties
- Analyze client financial data to determine maximum qualification.
Mortgage Junior Loan Processor
Scenic Oaks Funding
08.2021 - 02.2022
- Ensure the accuracy and timeliness of new loan set up files per the junior processing checklist
- Ensure the accuracy of application, loan data and program information in Encompass
- Complete 3rd party order outs for employment verifications, flood certificates, appraisals, title/escrow documentation, and insurance.
Associate Banker
JPMorgan Chase
05.2019 - 08.2021
- Teach clients how to use self-service banking technology
- Service accounts and discover needs to provide solutions
- Refer clients to partners within the firm to assist with lending and investing
- Assist branch manager with audits and operational tasks.
Teller
JPMorgan Chase
04.2016 - 05.2019
- Processed financial transactions while building long lasting relationships with customers
- Handled cash orders and served as vault custodian
- Showed customers ways to bank when, where, and how they want with self-service options
- Referred customers to bankers and partners based off of different banking needs.
Education
B.S. in Business Administration- Finance -
California State University Stanislaus
Turlock, CA05.2021
John H. Pitman High School
01.2014
Skills
- Strong communication skills
- Detail oriented
- Leadership skills
- Self-motivated
- Willingness to learn
- Time Management
- Microsoft Word
- Cash Handling
- Financial Services
- Account Management
- Banking
- Debits & Credits
- Client Relationship Management
- Upselling
- Goal-Oriented
- Relationship Building
Certification
- Property and Casualty License, 08/01/22
- Life and Health Insurance License, 02/01/23
- Mortgage Loan Originator License, 04/01/22
Timeline
Customer Service/Sales Representative
Farmers Insurance
02.2022 - Current
Mortgage Loan Officer Assistant
Scenic Oaks Funding
02.2022 - 08.2022
Mortgage Junior Loan Processor
Scenic Oaks Funding
08.2021 - 02.2022
Associate Banker
JPMorgan Chase
05.2019 - 08.2021
Teller
JPMorgan Chase
04.2016 - 05.2019
B.S. in Business Administration- Finance -
California State University Stanislaus
John H. Pitman High School