Berenice Ozuna
WACO
Summary
Detail-oriented Assistant Manager offers more than extensive progressive record of accomplishment in leadership roles. Establishes clear guidelines and enforces consistent policies to keep staff satisfied and on-target to achieve important objectives. Excellent relationship-building, multitasking, and decision-making skills.
Overview
14
14
years of professional experience
2003
2003
years of post-secondary education
Work History
Assistant Manager
Payment 1 Financial Group
WACO
03.2018 - 10.2021
- Assisted in managing daily operations and customer service at Payment 1 Financial Group.
- Coordinated team schedules to ensure adequate coverage for peak service times.
- Supported training and onboarding of new staff to enhance team effectiveness.
- Reviewed financial statements to determine borrower eligibility for loans.
- Explained various types of loans available to customers and their associated terms and conditions.
- Approved loan within specified limits or referred to appropriate approval level.
- Evaluated and approved loan applications based on established criteria.
Loan Officer
Guarantee Loan Service
Waco
08.2014 - 12.2017
- Assisted customers with inquiries and product information via phone and email.
- Maintained up-to-date knowledge of products and services to provide accurate support.
- Delivered high levels of customer service to facilitate smooth processes.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
- Evaluated loan applications for creditworthiness and compliance standards.
Customer Service Representative
First Capital Finance
Waco
04.2008 - 07.2014
- Assisted customers with inquiries regarding loan products and financial services.
- Managed account information and processed customer transactions efficiently.
- Resolved customer complaints through effective communication and problem-solving.
- Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
- Contacted customers about potential service upgrades, new services and account changes.
Education
Waco High School
WACO, TXSkills
- Loan evaluation
- Financial analysis
- Customer service
- Cash handling
Languages
Spanish
Full Professional
Timeline
Assistant Manager
Payment 1 Financial Group
03.2018 - 10.2021
Loan Officer
Guarantee Loan Service
08.2014 - 12.2017
Customer Service Representative
First Capital Finance
04.2008 - 07.2014
Waco High School