Summary
Overview
Work History
Education
Skills
Languages
Timeline
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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

7
7
years of professional experience

Work History

Closer/ Funder

ResiCentral
Tempe, AZ
10.2020 - 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
02.2020 - 10.2020
  • 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
09.2017 - 02.2020
  • 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
06.2013 - 08.2015
  • 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

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Closer/ Funder

ResiCentral
10.2020 - Current

Client Relationship Consultant

US BankUS Bank
02.2020 - 10.2020

Financial Service Representative

San Diego County Credit Union
09.2017 - 02.2020

Assistant Manager

Armed Forces BankArmed Forces Bank
06.2013 - 08.2015

Theater And Education

University of California San Diego

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BRIANNA VASQUEZ