Accurate and dedicated Customer Service Professional, evaluates financial documentation and promotes positive client interactions. Works exceptionally well in fast-paced environments driven by tight deadlines. Employs critical eye toward document details and customer information to avoid errors and promote efficiency. Knowledgeable and efficient professional with extensive experience. Prepares detailed client financial information to meet strict government and state regulations. Possesses comprehensive knowledge of conventional and government loan programs to fulfill customer needs. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
Work History
Loan Processor
Community Development Corporation Of Utah
05.2023 - Current
Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Prepared documents for underwriting by verifying client income, credit reports, and other information.
Promoted a positive work environment through effective communication skills and teamwork initiatives.
Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
Strengthened relationships with clients through consistent follow-up calls and personalized attention to their needs.
Maintained compliance with federal, state, and company regulations through regular review of updated guidelines.
Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.
Reduced processing time for loan applications by implementing an organized filing system.
Developed and maintained relationships with customers, lenders and other third parties.
Program Support Specialist
Utah Homeowners Assistance Fund
01.2023 - 05.2023
Optimized budget management by closely monitoring expenses and identifying cost-saving opportunities.
Facilitated collaboration between departments to ensure seamless integration of program objectives into overall organizational strategies.
Processed payments and refunds, issued receipts and updated accounts.
Contributed to a positive work environment by actively participating in team building activities and maintaining open lines of communication with colleagues.
Created documents, reports, and spreadsheets detailing program information.
Increased participant satisfaction by providing exceptional support throughout the program duration.
Administrative Assistant
Workforce Services-Housing & Development
05.2022 - 01.2023
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
Shift Lead Supervisor
Walgreens
11.2018 - 05.2022
Trained new employees and delegated daily tasks and responsibilities.
Enforced company policies and regulations with employees.
Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
Promoted a positive work environment through open communication and effective conflict resolution strategies.
Maintained open lines of communication with customers to ensure timely response to inquiries or complaints, fostering loyalty through proactive engagement efforts.
Monitored employee performance, providing constructive feedback and coaching as needed to support professional growth and skill development.
Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
Scheduled staff shifts to secure adequate coverage and productive workflows.
Managed staff hiring, training and supervision.
Processed payments, returns and exchanges using pharmacy POS system to accurately manage transactions.
Safeguarded patient privacy by maintaining strict adherence to HIPAA regulations during all customer interactions.
Helped maintain a safe environment within the pharmacy by adhering to company guidelines regarding security measures and fraud prevention techniques.
Confirmed customer information and insurance eligibility for prescriptions.
Monitored inventory levels to inform pharmacists of shortages and facilitate resupply.
Education
Associates Arts Degree in progress- General education -
Victor Valley college
Victorville, California
Skills
Google office Programs
Adobe
Microsoft Office
Excel
Word
Salesforce
Zoom
Data Collection
Some Monitoring
Notary of Public
Data Entry
Teamwork and Collaboration
Information Verification
Regulatory Compliance
File Management
Document Review
Loan Disclosures
Loan Servicing
Deadline Management
Attention to Detail
Employment Verification
Dedicated Work Ethic
Credit analysis
Documentation
Customer Service
Application Process Management
Credit Reports
Financial document review
Application Review
Policy Adherence
Computer Skills
Organizational Skills
Additional Information
As an Administrative Assistant with DWS- Housing and Community Development, I have worked closely with many affordable housing programs including but not limited to Private Activity Bond, Olene Walker, CDBG, Emergency Rental assistance and now Utah Housing Assistance Fund., I have experience using Microsoft and Excel programs along with Sales Force and setting up meetings through Zoom and Google Meet., Through UHAF as a support program specialist I have experience with data collection, and contract preparation monitoring for CDCU., I have given my input for program guidelines and how best to implement the program for the most positive outcome and results.
References
Will Provide
Volunteer Experience
Project Homeless Connect as a One-on-One Service Guide
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Loan Processor
Community Development Corporation Of Utah
05.2023 - Current
Program Support Specialist
Utah Homeowners Assistance Fund
01.2023 - 05.2023
Administrative Assistant
Workforce Services-Housing & Development
05.2022 - 01.2023
Shift Lead Supervisor
Walgreens
11.2018 - 05.2022
Associates Arts Degree in progress- General education -
Licensed Practical Nurse at American Indian Community and Development Corporation, Withdrawal Management/DetoxLicensed Practical Nurse at American Indian Community and Development Corporation, Withdrawal Management/Detox
Director of Programs and Life Navigation at CrossRoads Corporation for Affordable Housing and Community DevelopmentDirector of Programs and Life Navigation at CrossRoads Corporation for Affordable Housing and Community Development