Anita Gonzalez
Winter Springs,FL
Summary
Motivated Financial Loan Processor Clerk with a strong desire to contribute to an established organization. Seeking a challenging position where knowledge and efforts can make a meaningful impact on company success. Committed to delivering exceptional customer service and ensuring accuracy in loan processing. Ready to utilize attention to detail and problem-solving skills to support the financial goals of the organization.
Overview
9
9
years of professional experience
Work History
Account Manager
Cycleone Financial Inc.
09.2021 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Established long-term customer relationships to enhance client loyalty and satisfaction.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Recorded accurate and efficient records in customer database.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Auto Loan Processor-Funder
Smart Finance
06.2020 - 03.2021
- Review loan application exception decisions
- Approve loan applications
- Evaluating the effectiveness of credit processes and guidelines
- Respond to applicants’ questions and resolve any loan-related issues
- Operate in compliance with laws and regulations
Senior Clerk
Florida Health Broward County
02.2020 - 03.2020
- Immunization Registration:
- Register Clients Immunizations clients daily
- Distribute/Collect Immunizations packets as needed
- Scanning-Daily
- Q-Flow-Responsible for utilizing and managing FLOW daily,Ensuring clients are routed appropriately and accurately in a timely manner
- Call P Number's In Flow
- Communicate with public effectively
- Data entry
- Ability to plan, organize and coordinate several activities
- Basic computer knowledge
- Organizational skills
- Ability to follow directions
Auto Loan Processor
Credito Real USA
11.2018 - 11.2019
- Complete credit analysis by reviewing customer financial data including credit reports, bank statement and other financial documents
- Careful examine confidential records
- Recognized for being flexible the company through extremely high volume
- Competently managed and close all assigned loans
- Thorough in gathering borrower information, verifying loan documents and reviewing file documentation to guide each loan from approval to fund
- Ability to communicate effectively, both verbally, and in writing
- Conduct interviews, employment and residence verification for loan applicants
Auto Loan Processor
Summit Financial
09.2015 - 08.2018
- Following up with Dealers on Deal Stipulations
- Emphasis on analytical and out-of-the-box thinking
- Ability to effectively develop and maintain strong business relationships
- Results and success driven, demonstrates integrity
- Ability to thrive in a fast paced and changing environment
- Strong attention to accuracy and detail
- Ability to communicate effectively, both verbally, and in writing
- Conduct interviews, employment and residence verification for loan applicants
- Review loan applications, clarify and obtain additional information as needed
- Verify loan application information by ordering credit, employment, and earnings reports; mail & emailed verification forms; and contact verification sources
- Create and maintain loan application files and database
- Maintain customer confidence by keeping all loan information confidential
- Other duties as assigned
Education
High school diploma - High school or equivalent
American Worldwide
North Miami, FL06.2010
Skills
- Loan Processing
- Skills:Bilingual-English & Spanish, Microsoft Excel,Defi, Outlook, Word, Word Perfect,Legacy,10-Key Machine, Detail Oriented, Multi-tasking, Customer Service, Problem Solving (10 years)
- Clerical Experience
- Credit Analysis
- Loan Origination
- Underwriting
Timeline
Account Manager
Cycleone Financial Inc.
09.2021 - Current
Auto Loan Processor-Funder
Smart Finance
06.2020 - 03.2021
Senior Clerk
Florida Health Broward County
02.2020 - 03.2020
Auto Loan Processor
Credito Real USA
11.2018 - 11.2019
Auto Loan Processor
Summit Financial
09.2015 - 08.2018
High school diploma - High school or equivalent
American Worldwide
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