Clarixa Carreon

Educate clients by explaining financial solutions such as debt management programs, consolidation loans, credit counseling, and bankruptcy. Main goal is to help clients manage their debt and work towards a financial recovery.

• Educated customers on variety of loan products and available credit options to promote valuable decision-making.
• Performed daily maintenance of loan applicant database.
• Built referral business by meeting with local financial planning, home builders and real estate professionals.
• Submitted loan applications to underwriter for verification and recommendations.
• Reviewed loan agreements to confirm completeness and accuracy.
• Recommended loan approvals and denials based on customer loan application reviews.
• Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.

• Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
• Educated customers on variety of loan products and available credit options to promote valuable decision-making.
• Managed pipeline for originated loans through closing and complete required management reports.
• Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.

• Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
• Built referral business by meeting with local financial planning, home builders and real estate professionals.
• Managed pipeline for originated loans through closing and complete required management reports.
• Tracked and managed new leads and followed up on referral business.