Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Claudia Acevedo

Lake Worth,United States

Summary

Enthusiastic Loan Officer provides excellent customer service throughout loan origination process. Well-versed in all types of loans and application processes. Consistently exceeds sales expectations. Communicative customer service professional motivated to maintain customer satisfaction and contribute to company success. History managing large amounts of inbound calls and sustaining satisfactory relationships with customers. Offers skill with CRM systems paired with outstanding active listening and multitasking abilities.

Overview

7
7
years of professional experience

Work History

Loan Originator

Approved Mortgage Group
Boca Raton, FL
11.2023 - Current
  • Guided clients through loan application initiation and filing.
  • Monitored loan status and communicated updates with customers.
  • Negotiated loan terms and conditions with customers.
  • Assessed assets, income and debts to determine client financial standing and liability risk.
  • Met with borrowers to discuss needs and promoted financial products and services.
  • Collaborated with external contacts such as realtors and internal teammates to progress and close transactions.

Customer Service Specialist/ Account Manager

NTSR / Mala Group
Deerfield Beach, FL
04.2017 - Current
  • Documented customer correspondence in CRM to track requests, problems and solutions.
  • Assisted customers with making payments or establishing payment plans to bring accounts current.
  • Upheld quality control policies and procedures to increase customer satisfaction.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Processed documentation and troubleshot discrepancies to build client rapport.
  • Explained benefits, features and recommendations to maximize client retention.
  • Helped customers open accounts, make deposits, update information and carry out range of routine actions.
  • Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
  • Rolled out operational improvements and solutions to deliver top-notch customer service.
  • Answered incoming customer inquiries regarding product and service information.
  • Provided assistance to customers in navigating website, placing orders, and resolving complaints.
  • Responded to customer emails with accurate product and service information.
  • Maintained a high level of professionalism while interacting with customers via phone or email.

Education

MORTGAGE LOAN ORIGINATOR - Real Estate

GOLD COAST REALESTATE SCHOOL
BOCA RATON, FL
04.2022

MEDICAL OFFICE MANAGEMENT - Medical Office Management

CONCORD CAREER INSTITUTE
FT.LAUDERDALE, FL
07.1993

High School Diploma -

J. P. Taravella High School
Coral Springs, FL
05.1992

Skills

  • Debt and credit management
  • Customer service-focused
  • Experian Credinomics
  • Collections proficiency
  • Reliable
  • Application preparation
  • Reviewing financial paperwork
  • Processing documents
  • Finalizing contracts
  • Completing interviews
  • Verifying information
  • Preparing applications
  • Credit card payment processing
  • Adaptive team player
  • Clerical support
  • Quality control
  • Shipping and receiving understanding
  • Sales expertise
  • Customer relations

Languages

Spanish
Native/ Bilingual

Timeline

Loan Originator

Approved Mortgage Group
11.2023 - Current

Customer Service Specialist/ Account Manager

NTSR / Mala Group
04.2017 - Current

MORTGAGE LOAN ORIGINATOR - Real Estate

GOLD COAST REALESTATE SCHOOL

MEDICAL OFFICE MANAGEMENT - Medical Office Management

CONCORD CAREER INSTITUTE

High School Diploma -

J. P. Taravella High School

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Claudia Acevedo