Annai Palma
Brighton,CO
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Resourceful professional in financial services, known for high productivity and efficient task completion. Specialized in risk assessment, regulatory compliance, and customer service. Excel using communication, problem-solving, and adaptability skills to achieve goals and meet client needs.
Overview
9
9
years of professional experience
Work History
Loan Specialist
Colorado Credit Union
Brighton , CO
07.2015 - 08.2024
- Verified all documents provided by applicants for accuracy and completeness.
- Prepared detailed documentation for each loan transaction including closing documents.
- Reviewed loan agreements to confirm completeness and accuracy.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Compiled reports detailing the status of pending title transactions.
- Collaborated with team members to resolve complex titling issues.
- Performed daily audits of completed titles prior to release.
Supervisor
Colorado Credit Union
Brighton, CO
07.2015 - 08.2024
- Monitored employee productivity levels on a regular basis to identify areas of improvement.
- Created new strategies for improving customer service standards within the organization.
- Performed monthly inventory checks to ensure sufficient stock levels for all products.
- Tracked progress on projects and provided timely feedback to staff members.
- Conducted weekly meetings with team members to discuss upcoming tasks and project deadlines.
- Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.
- Managed scheduling for staff, ensuring adequate coverage during peak times and projects.
- Identified needs of customers promptly and efficiently.
Education
Some College (No Degree) -
Aims Community College
Fort Lupton, COSkills
- Bilingual
- Scheduling
- Microsoft Excel
- Order Processing
- Payment Processing
- Documentation
- Customer Service
- Adaptive team player
- Responsible
- Document Verification
- Helping Others
- Customer Assistance
- Telephone and email etiquette
Languages
Spanish
Professional
Timeline
Loan Specialist
Colorado Credit Union
07.2015 - 08.2024
Supervisor
Colorado Credit Union
07.2015 - 08.2024
Some College (No Degree) -
Aims Community College
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