Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Claudia Julissa Luna

San Antonio,Tx

Summary

Dynamic MCC Loan Specialist and Real Estate Agent with a solid background at Security Service FCU and The Jam Group Realty. Demonstrated expertise in mortgage lending and real estate transactions, consistently surpassing sales targets through bilingual communication skills and effective multitasking. Recognized for delivering exceptional customer support while fostering strong industry relationships to navigate complex transactions. Career aspirations include further enhancing service delivery within the real estate and lending sectors.

Overview

6
6
years of professional experience

Work History

MCC Loan Specialist

Security Service FCU
San Antonio, USA
01.2023 - Current
  • Verified client financial information to determine creditworthiness and loan eligibility.
  • Assisted customers in understanding the terms of their loan agreements and answered any questions they had about them.
  • Delivered high levels of customer service to facilitate smooth processes.
  • Met with applicants to obtain information for loan applications and answer questions about process.
  • Coordinated with other departments within the organization regarding loan applications, approvals, and rejections.
  • Adhered to federal and state compliance guidelines relative to retail mortgage lending.
  • Informed customers of loan application requirements and deadlines.

Teller/ Banker

Security Service FCU
San Antonio, USA
01.2023 - Current
  • Explained the features of various banking products available to customers.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.

Real Estate Agent

The Jam Group Realty
San Antonio, USA
08.2019 - 03.2023
  • Performed administrative duties such as preparing paperwork for listing presentations, tracking sales data and updating internal databases.
  • Developed networks with appraisers, lenders, and home inspectors to facilitate real estate transactions.
  • Oversaw and negotiated offers for real estate purchases on clients' behalf.
  • Promoted active listings through social media marketing, open houses and newsletters.
  • Developed and presented purchase offers to sellers for consideration.
  • Participated in community outreach programs to promote services offered by the company.
  • Responded promptly to client inquiries via phone or email.
  • Established key business relationships within industry by using responsiveness, efficiency and deep knowledge of real estate industry.
  • Facilitated closing processes between lender, mortgage companies, buyers and sellers.

Education

Licensed Mortgage Loan Originator -

Champions school of Real Estate
San Antonio, TX
01.2025

Licensed Real Estate Agent -

Champions School of Real Estate
San Antonio, TX
03.2019

GED -

Stockton school for adults
Stockton, CA
01.2012

Bachelor's - Nursing

Instituto Universitario Metropolitano
Durango, Mexico
01.2011

Skills

  • Bilingual English and Spanish
  • Multitasking
  • Mortgage lending
  • Real estate loans
  • Customer support
  • Effective communication
  • Issue resolution
  • Banking

Languages

Spanish
Native/ Bilingual

Timeline

MCC Loan Specialist

Security Service FCU
01.2023 - Current

Teller/ Banker

Security Service FCU
01.2023 - Current

Real Estate Agent

The Jam Group Realty
08.2019 - 03.2023

Licensed Mortgage Loan Originator -

Champions school of Real Estate

Licensed Real Estate Agent -

Champions School of Real Estate

GED -

Stockton school for adults

Bachelor's - Nursing

Instituto Universitario Metropolitano

Similar Profiles

CREATE PROFILE
Claudia Julissa Luna