Bonnie Gonzalez
San Antonio,TX
Summary
Dynamic professional with a proven track record in loan processing and exceptional customer service at Central Finance. Excelled in documentation review and fostering teamwork, significantly improving loan approval rates. Skilled in Microsoft Office and adept at managing high-stress situations, consistently enhancing client retention and team efficiency.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Loans and Advances Clerk
Central Finance
03.2022 - 11.2024
- Answered in and out calls.
- Collected payments and did renewals.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Responded to customer requests for services, and company information regarding loans.
- Improved loan approval rates by reviewing and verifying applicant financial information.
- Conducted credit checks on applicants, ensuring a high level of accuracy.
- Supported team members with additional workload during peak periods, demonstrating adaptability and commitment to achieving departmental goals.
- Increased client retention through excellent customer service, fostering strong relationships with borrowers and promptly addressing their concerns.
- Assisted clients in understanding complex loan terms, providing clear explanations and answering any questions they had.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Calculated debt-to-income ratios to determine maximum loan amounts.
- Reviewed and validated details of loan applications and closing documentation.
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
Teller Supervisor
IBC Bank
06.2016 - 12.2019
- Managed teller schedules, ensuring adequate staffing levels during peak business hours.
- Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
- Counted cash drawers and made bank deposits.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
Front Desk Receptionist
Monarch Dental
05.2017 - 11.2017
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Scheduled and confirmed appointments accurately.
- Delivered outstanding first impressions by greeting visitors upon arrival at the front desk.
- Collected deposits, fees, and payments.
- Verified insurances.
- Enhanced customer satisfaction by providing efficient and professional front desk services.
- Supported administrative tasks such as filing, data entry, and document preparation for more efficient office workflow.
- Developed strong working relationships with team members, fostering a positive work environment.
Medical Assistant
Dr.Cerda
04.2016 - 08.2016
- Assisted with Patient check-in process.
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Obtained client medical history, medication information, symptoms, and allergies.
- Directed patients to exam rooms.
- Maintained inventory of medical supplies, ensuring availability for all procedures and treatments.
- Administered medications and injections as prescribed, adhering strictly to protocols for patient safety.
- Assisted with billing and coding processes, ensuring accurate insurance claims and patient invoicing.
- Assisted in minor surgical procedures, ensuring sterile environment and patient comfort.
- Obtained and documented patient medical history, vital signs and current complaints at intake.
- Administered medications and injections as prescribed, adhering strictly to protocols for patient safety.
- Collected and documented patient medical information such as blood pressure and weight.
- Completed EKGs and other tests based on patient presentation in office.
- Explained procedures to patients to reduce anxieties and increase patient cooperation.
Education
High School Diploma -
Victory Learning Center
San Antonio, TX05.2016
Mecial Assistant
Southern Careers Institute
TX05.2008
Skills
- Payment scheduling
- Documentation review
- Loan processing
- Banking regulations
- Debt collection
- File processing
- Credit assessment
- Cash handling
- Document verification
- Schedule management
- Teamwork and collaboration
- Microsoft office
- Data entry
- Filing systems
- Professionalism
- Application verification
Languages
English and Spanish
Full Professional
Timeline
Loans and Advances Clerk
Central Finance
03.2022 - 11.2024
Front Desk Receptionist
Monarch Dental
05.2017 - 11.2017
Teller Supervisor
IBC Bank
06.2016 - 12.2019
Medical Assistant
Dr.Cerda
04.2016 - 08.2016
High School Diploma -
Victory Learning Center
Mecial Assistant
Southern Careers Institute
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