Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Brittainy Guidry

Katy,TX

Summary

Results-driven Loan Officer with a knack for completing tasks efficiently and increasing productivity. Skilled in risk assessment, financial analysis, and regulatory compliance to ensure smooth loan processing. Excel at communication, problem-solving, and customer service, using these abilities to navigate complex transactions successfully and build lasting relationships with clients.

Overview

12
12
years of professional experience

Work History

Loan Officer

Farm Bureau Bank
San Antonio, TX
05.2021 - Current
  • Provided customer service support throughout the entire process from application through closing.
  • Approved loan within specified limits or referred to appropriate approval level.
  • Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
  • Recommended loan approvals and denials based on customer loan application.
  • Developed loan contracts and explained contract terms to clients.
  • Reviewed client documentation for discrepancies and mistakes.

Senior Personal Loan Specialist

OneMain Financial
Lake Charles, Louisiana
11.2019 - 05.2021
  • Interacted with underwriters, appraisers, title companies.
  • Performed quality assurance reviews on all closed loans for compliance purposes.
  • Researched account issues as needed when discrepancies arise between borrower records and actual payment history.
  • Analyzed financial data to determine the feasibility of granting loans.
  • Developed and maintained relationships with potential customers to increase loan business.
  • Processed payments received from borrowers in accordance with established policies and procedures.
  • Provided customer service support throughout the entire process from application through closing.
  • Counseled clients on debt management and repayment plans.
  • Evaluated existing customer accounts for refinancing opportunities or additional services offered by the company.
  • Performed periodic quality control reviews on completed files prior to funding.

Medical Receptionist

ENT & Allergy Clinic
Lake Charles, Louisiana
04.2015 - 11.2019
  • Scheduled patient appointments, verifying accuracy of appointment times with providers.
  • Verified insurance coverage for appointments and collected co-payments as required.
  • Answered phones promptly and directed calls appropriately.
  • Assisted with filing of medical records and documents, maintaining accurate electronic files.
  • Processed referrals for specialist care when requested by physicians or patients.
  • Maintained confidentiality of patient information according to HIPAA regulations.
  • Delivered high-quality administrative and customer service to sustain patient and work flows.
  • Informed patients of financial responsibilities prior to rendering services.
  • Arranged hospital admissions for patients as required.
  • Performed bookkeeping duties, preparing and sending financial statements or bills.

Assistant Manager

Sunbelt Credit
Lake Charles, Louisiana
05.2012 - 04.2015
  • Coordinated with external auditors during year end audits ensuring accurate reporting of data.
  • Provided support to internal auditors during their audit process.
  • Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
  • Supervised and mentored finance team members, fostering a culture of continuous improvement.
  • Promoted finance products to customers and sales force to increase penetration.
  • Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.

Education

Some College (No Degree) - Accounting and Finance

Southern University At New Orleans
New Orleans, LA

Some College (No Degree) - Accounting And Finance

McNeese State University
Lake Charles, LA

Skills

  • Customer service-focused
  • Financial planning expert
  • Equifax Application Engine
  • Bottom Line LoanMaster Loan Servicing
  • Collections proficiency
  • Financial Services
  • Cash Handling
  • MS Office guru
  • Documentation Review
  • Excellent time management
  • Document analysis
  • Underwriting expertise
  • Credit analysis
  • Relationship building and management
  • Client Relations
  • Excellent communicator
  • Financial Assessment
  • Reliable
  • Loan Servicing
  • Team Player
  • Sales expertise

Accomplishments

  • Team member of the month
  • Ranked in top 3 consecutively for production
  • Max Bonus for Sales & Goals 7 months straight

Timeline

Loan Officer

Farm Bureau Bank
05.2021 - Current

Senior Personal Loan Specialist

OneMain Financial
11.2019 - 05.2021

Medical Receptionist

ENT & Allergy Clinic
04.2015 - 11.2019

Assistant Manager

Sunbelt Credit
05.2012 - 04.2015

Some College (No Degree) - Accounting and Finance

Southern University At New Orleans

Some College (No Degree) - Accounting And Finance

McNeese State University
Brittainy Guidry