Cherrie s Ortiz

Columbia,SC

Summary

To secure a position that will utilize my excellent customer service, organizational, meticulous attention to detail, and analytical skills.

years of professional experience

South Carolina State Credit Union

02.2022 - Current

Gather background information on members applying for loan and obtain credit bureau reports.
Assist members with loan application process to ensure completeness of information.
Verified debts and estimated monthly payments for outstanding loans to support informed lending decisions.
Calculate debt to income ratio and calculate how much of a loan the applicant’s debt is secured and unsecured.
Completed loan documents and disbursed approved loans to facilitate member access to funds.
Ensure that all loan activity conforms to credit union policies and applicable consumer legislation.
Handled all member loan requests promptly and courteously, ensuring effective communication through calls and emails.
Ability to maintain quality and quantity of loan production.
Facilitated account openings for both new and existing members, ensuring compliance with credit union policies.
Verifying documentation needed to process new accounts.
Assist members managing accounts and offer cross sells.

First Financial Corporation

01.2013 - 01.2022

Oversaw and managed individual customer accounts to ensure satisfaction and retention.
Build sustainable relationships with customers through open interactive communication.
Help customers resolve any issues with accounts and complaints.
Provided actionable suggestions to increase loan volume and enhance account management.
Collected overdue accounts through proactive follow-up communications, reducing delinquency. and default accounts.
Process all Auto loan applications and collecting all documentation needed to finalize loan.
Assist in preparing and processing loan applications for approval.
Conduct title or lien searches and complete all title work.

Bucks Market Bait and Tackle

01.2011 - 12.2021

Demonstrated commitment to providing exceptional customer service in retail environment.
Monitored team performance to ensure efficient task execution.
Assigned specific tasks to staff members.
Communicated with management regarding sales, product updates, and team dynamics.
Maintain accurate inventory to ensure efficient supplies are in stock.
Balanced cash drawers and processed deposits at end of shifts.

ChemStation

01.2005 - 12.2010

Supervised quality assurance team, preparing and delivering performance reviews to enhance team effectiveness.
Maintained accurate records of company policies and procedures, ensuring compliance with regulations and product documentation.
Manages department and overall expectation pertaining to setting route schedules, costs, and resources.
Acted as primary contact for customers and vendors regarding services, facilitating communication and addressing inquiries.

Richland Northeast High School

01.2004