Aylin Ruiz
Madera,CA
Summary
Financial services professional with 2+ years of loan consulting experience. Skilled in loan processing, customer service, financial solutions, documentation, and CRM systems. Strong communicator with excellent organizational and problem-solving skills.
Overview
4
4
years of post-secondary education
5
5
years of professional experience
Work History
Loan Consultant
Lendmark Financial Services
Madera, CA, CA
01.2024 - Current
- Process and review loan applications and supporting documentation for accuracy and completeness.
- Assist customers in identifying financial solutions and loan options based on their individual needs.
- Explain payment options, loan terms, and available financial solutions clearly and professionally.
- Respond to customer questions and assist with resolving loan-related concerns through phone, email, and in-person communication.
- Maintain accurate customer records, application files, and confidential financial documentation.
- Collaborated with departments to mitigate risks and enhance compliance strategies.
Sales Representative
Westland Auto Sales
Fresno, California
07.2022 - 01.2024
- Cultivate customer loyalty through exceptional service, boosting repeat business.
- Collaborate with management to set and surpass annual sales sales goal
- Prepared paperwork related to sales transactions such as contracts, loan applications and registration forms.
- Assisted in processing sales paperwork and financing options.
- Answered inquiries from prospective customers regarding features of products and services offered.
Customer Service Representative
Walgreens
Madera, California
11.2021 - 08.2023
- Managed cash register operations and processed transactions accurately and efficiently.
- Coordinated with other departments to verify customer order fulfillment
- Conducted inventory counts to support replenishment efforts and minimize stock discrepancies.
Education
High School Diploma -
Madera High School
Madera, CA 08.2014 - 06.2018
Skills
- Microsoft office
- CRM software proficiency
- Compliance adherence
- Data entry
- Risk assessment
- Business development
Certifications
- Vehicle sales person license
- Motor club agent license
- Credit insurance agent endorsee
Timeline
Loan Consultant
Lendmark Financial Services
01.2024 - Current
Sales Representative
Westland Auto Sales
07.2022 - 01.2024
Customer Service Representative
Walgreens
11.2021 - 08.2023
High School Diploma -
Madera High School
08.2014 - 06.2018