Claudia Lopez
League City
Summary
Dedicated bilingual financial services professional with 4+ years of experience in consumer banking, lending operations, and customer relationship management. Expertise in documentation review and loan processing, complemented by a proven ability to deliver exceptional client experiences. Strong communication, organizational, and leadership skills foster positive relationships and drive team success. Committed to enhancing operational efficiency while ensuring compliance with industry standards.
NMLS#2602367
Overview
7
7
years of professional experience
Work History
Branch Universal Banker – MLO
Amegy Bank
League City, TX
05.2024 - Current
- Facilitated collaboration with underwriting team to assess risk factors, reinforcing compliance with established lending policies and regulations.
- Coordinated efforts with team members to enhance overall branch performance and meet sales objectives.
- Analyzed client profiles to identify banking and lending needs, fostering lasting relationships and trust.
- Delivered comprehensive teller support to ensure accurate transaction processing and effective account maintenance.
- Managed complex customer issues by taking appropriate resolution steps while fostering strong relationships with the clientele.
Personal Banker / E-Branch
Wellby Financial
Webster
10.2022 - 05.2024
- Facilitated loan closing processes and ensured collection of necessary documents prior to funding.
- Executed comprehensive financial due diligence to identify potential fraud and mitigate reputation risks for members and financial institutions.
- Initiated cross-selling strategy that significantly increased uptake of additional banking products and services.
- Navigated multiple software platforms concurrently while engaging customers in conversations, enhancing multitasking skills in a fast-paced environment.
- Maintained high-quality standards through thorough knowledge of products, services, and company policies.
Teller
Wellby Financial
Webster
07.2021 - 10.2022
- Promote a welcoming atmosphere in the branch by greeting customer warmly upon arrival and addressing them by name when possible.
- Processed customer transactions efficiently, ensuring accuracy in cash handling and record-keeping.
- Maintained compliance with banking regulations, safeguarding company assets and minimizing risk exposure.
- Collaborated with team members to streamline operations, improving workflow and reducing transaction times.
Kitchen Line Cook
Bar Louie Restaurant
Friendswood
03.2019 - 05.2020
- Supported team during high‑volume hours.
- Responded quickly to changes in orders, adapting workflow to meet demand.
- Maintained a clean and organized workstation, ensuring compliance with health department regulations.
Education
High School Diploma -
Clear Lake High School
Bay Area 05-2020
Skills
Bilingual: English & Spanish
Decision Making & Problem Solving
Microsoft Office (Word, Excel, OneNote, Outlook)
Adaptability and flexibility
Strong Verbal/Written communication skills
Notary Public
Timeline
Branch Universal Banker – MLO
Amegy Bank
05.2024 - Current
Personal Banker / E-Branch
Wellby Financial
10.2022 - 05.2024
Teller
Wellby Financial
07.2021 - 10.2022
Kitchen Line Cook
Bar Louie Restaurant
03.2019 - 05.2020
High School Diploma -
Clear Lake High School