Caitlin Heritage
Phoenix,United States
Summary
Knowledgeable Credit Analyst bringing seven years of experience in banking and financial positions. Seeking an opportunity to bring further success to an organization through exemplary attention to detail and an understanding of regulatory procedures.
Overview
7
7
years of professional experience
Work History
Financial Solutions Coordinator
Loandepot
12.2016 - 11.2023
- Analyzed clients' current financial situation and developed strategies to improve financial health
- Analyzed financial data such as income, assets, liabilities, and credit history to determine risk factors associated with each loan application.
- Analyzed customer's credit reports and identified discrepancies, errors, and potential areas of improvement.
- Requested financial documents from customers.
- Identified valuable solutions for customers with credit problems.
- Prepared customized action plans for clients based on their individual needs and goals.
- Provided training sessions for new staff members on credit analysis techniques.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Proven ability to identify and respond to customer needs with empathy and understanding
Education
Associates in General Studies -
Arapahoe Community College
07.2010
Skills
- Self-motivated
- Empathy and patience in challenging situations
- Team-oriented mindset
- Report Analysis
- Credit Analysis
- Financial Statement Review
- Relationship Building and Management
- Document Analysis
- Proficient in Salesforce, CRM, Microsoft Office, POS, Credco
Timeline
Financial Solutions Coordinator
Loandepot
12.2016 - 11.2023
Associates in General Studies -
Arapahoe Community College
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