
Detail-oriented loan specialist with expertise in loan processing, credit assessment, and compliance management. Proven track record in enhancing service delivery and resolving client issues.
Oversaw office operations to ensure smooth workflow and organization
Customer Service
Executed daily banking transactions to maintain accurate financial records
Facilitated efficient processing of customer payments to enhance service delivery
Collected customer applications
Retrieved credit reports for evaluation
Approval & Denial of Loans
Build Client Relationships
Handled incoming phone calls
Problem Solving
Life Insurance Claims
A&H Claims
Marketing
Paid Bills for Office
Digitized documents using scanner
End of Month Reports
Compiled daily activity reports
Managed daily operations of finance branch, ensuring compliance with all regulations and smooth functioning.
Approval & Denial of Loans
Processed payments from clients to ensure timely transactions.
Taking Applications
Customer Service
Daily & Monthly Reports
Making Appointments
Pulling Credits
Pay Office Bills
Identified and resolved operational issues, leading to improved workplace efficiency.
Managed duties of assistant to ensure efficiency in daily tasks.
Executed marketing strategies that strengthened team collaboration and engagement.
Answered multiple phone lines to assist clients and direct calls.
Faxed and scanned documents to maintain accurate records.
Life Insurance Claims
A&H Insurance Claims