BRIANNA VASQUEZ

Chula Vista,CA

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented closer possessing first-rate organizational skills. Prepares and files documents and collects and collates data to track performance and efficiency. Punctual and diligent individual who is a quick learner.

Overview

years of professional experience

Work History

Closer/ Funder

ResiCentral

Tempe , AZ

2020.10 - Current

Reviewed titles, insurance, and flood zone certifications to meet closing standards for each property.
Maintained checklists of required documentation and open issues affecting closings.
Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
Validated and audited final signed documents in accordance with state, county and investor guidelines.
Collaborated with lenders, agents and legal professionals to resolve transactional and title issues.
Handled an average of 33 closing files each month by effectively organizing, multitasking and prioritizing closing work, some months exceeding 100 closing files as a funder
Closing 17% more loans each month than our team's average
Consulted with outside vendors to identify and resolve loan closing issues.

Client Relationship Consultant

US BankUS Bank

Chula Vista , CA

2020.02 - 2020.10

Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Represented bank at community events to establish strong ties and promote business.
Prospected for new business through networking, community outreach and customer referral generation.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
Balanced teller drawers and ATM cash.

Financial Service Representative

San Diego County Credit Union

Chula Vista , CA

2017.09 - 2020.02

Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Drove sales by following up with leads and new customers through outbound calls.
Originated, reviewed, processed, closed and administered customer loan proposals.
Increased loans and earnings by establishing 221 new accounts (141% of goal) and $740,940.00 in auto loans (120% of goal)
Monitored pipelines to track and log status of loans.

Assistant Manager

Armed Forces BankArmed Forces Bank

Fort Knox , KY

2013.06 - 2015.08

Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
Created organization systems for inventory control, merchandising, financial reports and schedules, dramatically increasing operational efficiency.
Reviewed sales and gross profit reports to determine options for increasing market growth.
Helped with planning schedules and delegating assignments to meet coverage and service demands.
Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
Monitored security and handled incidents calmly.
Assisted in organizing and overseeing assignments, planning and coordinating in-house and outsourced resources.

Education

Theater And Education

University of California San Diego

San Diego, CA

Skills

Lending Software Systems
Personal Reference Verification
Employment Verification
Customer Communication
Verbal and Written Communication
Loan Application Preparation

Problem Solving
Time Management
Microsoft Office
Loan Funding
Experience with Encompass, Microsoft Office, Word, PowerPoint, Excel

Timeline