Christian Rodriguez
Tolleson,United States
Summary
Motivated banking professional possessing strong commitment to quality customer service coupled with excellent decision making skills with a strong eye for detail and a proactive nature.
Overview
4
4
years of professional experience
Work History
Escalation Representative
Wells Fargo
08.2022 - Current
- Managed up to 25 complaint cases concurrently, prioritizing tasks to meet tight deadlines without sacrificing quality.
- Maintained accurate records by diligently updating case files and ensuring all required documentation was submitted in a timely manner.
- Managed a high volume of cases effectively by prioritizing tasks and maintaining excellent organizational skills.
- Enhanced customer satisfaction with timely communication, empathy, and clear explanations of complaint outcomes.
- Handled high-pressure situations with professionalism and composure, consistently achieving positive outcomes for both clients and the organization.
- Provided exceptional customer service during stressful situations by offering empathy and support while resolving issues efficiently.
- Reduced case processing errors by conducting thorough investigations and accurately interpreting policy details.
Mortgage Loan Processor
Wells Fargo
01.2021 - 07.2022
- Managed up to 70 loan files concurrently, prioritizing tasks to meet tight deadlines without sacrificing quality.
- Optimized workflow efficiency by prioritizing tasks based on client needs and deadlines, ensuring timely completion of loans.
- Collaborated closely with underwriters to expedite loan approvals, resulting in increased productivity.
- Reduced loan application processing time by diligently reviewing and verifying applicant information.
- Assisted clients in completing complex loan applications while addressing their concerns regarding eligibility requirements or interest rates effectively.
- Ensured seamless handover of approved loans to the closing department by providing complete and accurate documentation packages.
Home Equity Loan Processor
Wells Fargo
12.2020 - 01.2021
- Stayed up-to-date on industry regulations and guidelines, ensuring compliance in all aspects of home equity loan processing.
- Provided exceptional customer service by promptly responding to inquiries and resolving any issues that arose during the loan process.
- Managed up to 50 loan files concurrently, prioritizing tasks to meet tight deadlines without sacrificing quality.
- Coordinated closing process with attorneys, title companies and Bankers.
- Reviewed financial statements and contacted institutions and customers to clarify details.
Skills
- Pipeline Management
- Processing procedures
- Goal-oriented mindset
- Customer Service
- Records Management
- Time Management
- Loan processing
- Self-sufficient
- Excellent verbal, written, and interpersonal communication skills
- Bilingual
Timeline
Escalation Representative
Wells Fargo
08.2022 - Current
Mortgage Loan Processor
Wells Fargo
01.2021 - 07.2022
Home Equity Loan Processor
Wells Fargo
12.2020 - 01.2021
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