Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Timeline
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Bonnie Gonzalez

San Antonio,TX

Summary

Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Well-versed in financials proudly offering several years of experience in payment scheduling, conducting reviews of credit histories and assisting customers. A valuable employee observant of all data confidentiality rules and regulations. Skilled in developing client relationships and observing credit procedures.

Overview

8
8
years of professional experience

Work History

Loan Specialist

Central Finance
San Antonio, TX
01.2022 - Current
  • Reviewed loan applications and credit information to determine potential customers' eligibility for loans.
  • Assisted customers in understanding the terms of their loan agreements and answered any questions they had about them.
  • Collected payments from borrowers on past due accounts and worked out payment plans when needed.
  • Researched customer credit histories using computer databases and credit reporting agencies' websites.
  • Performed data entry tasks related to document management systems.
  • Processed loan modifications when requested by customers or required by lenders.
  • Identified valuable solutions for customers with credit problems.

Lead Bank Teller

IBC Bank
San Antonio, TX
06.2016 - 12.2018
  • Processed deposits, withdrawals, transfers, loan payments, and check cashing transactions accurately and efficiently.
  • Coached/Trained new employees on administrative procedures, company policies, and performance standards.
  • Maximized quality assurance standards and controlled downtime to meet revenue targets.
  • Resolved customer complaints in an effective manner while maintaining a high level of customer service.
  • Effectively communicated with both customers and team members to answer questions and inquiries.
  • Ensured compliance with all banking regulations and policies.
  • Balanced cash drawers daily and maintained accurate records of transactions.
  • Conducted research into customer inquiries regarding account balances, fees, interest rates.

Education

GED -

Victory Learning Center
San Antonio, TX
02-2019

Skills

  • Effective Communication
  • Customer service-focused
  • Telephone and email etiquette
  • Debt and credit management
  • Financial planning expert
  • Cash Handling
  • Bilingual in English/Spanish
  • Excellent time management
  • Typing 50 WPM
  • Relationship building and management

Languages

Spanish
Native/ Bilingual

Affiliations

  • Very close to my family, would consider myself a family orientated person and I absolutely love spending time with my kids. Which is an important aspect when maintaining a healthy work-life balance.

Timeline

Loan Specialist

Central Finance
01.2022 - Current

Lead Bank Teller

IBC Bank
06.2016 - 12.2018

GED -

Victory Learning Center

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Bonnie Gonzalez