Orderly and focused researcher/processor dedicated to innovative, dynamic and organized work. Successful at maintaining accuracy and productivity through long and short-term projects with proven history of efficiency. Extensive knowledge of research, processing, and skill in finding additional documents or verifications needed in order to process a file.
Overview
15
15
years of professional experience
Work History
Principal/Teacher
Barrios Homeschool Academy
08.2016 - 08.2023
Monitored and evaluated educational programs to maintain high-quality performance objectives and standards.
Oversaw schedule management and protocols for registration, curriculum, and related activities.
Verified adherence to state source requirements across programs and curriculum.
Mortgage Loan Processor Assistant
Gulf Coast Bank & Trust Home Loans
01.2010 - 01.2014
Communicating directly with clients, realtors, builders, and business partners; Making the initial contact to begin the loan process.
Helping loan applicants get “mortgage-ready”, by following up with a tedious list of all documentation needed to process the loan.
Completing a task list for each applicants' file that is in the pipeline to ensure all verifications and supporting docs are ready to be sent through to the underwriter.
Confirming all appointments, calling back new leads, managing and confirming all appointments for th clients;
Pulling and reviewing credit reports for eligibility.
Setting and tracking all appointments for a loan officer,
Performing initial set up of files by gathering required documentation from the borrower.
Verifying borrower's identity as well as completing a verification of employment and income.
Tracking incoming leads for a loan officer, and updating both clients and referring partner database with current and up to date information.
Customer Service Representative
Tropical Pools Inc.
05.2008 - 01.2010
Handled customer inquiries and suggestions courteously and professionally.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Answered constant flow of customer calls with minimal wait times.
Answered customer telephone calls promptly to avoid on-hold wait times.
Updated account information to maintain customer records.
Provided primary customer support to internal and external customers.
Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Met customer call guidelines for service levels, handle time and productivity.
Delivered prompt service to prioritize customer needs.
Maintained up-to-date knowledge of product and service changes.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Learning Interventionist, Curriculum Designer, Educator, Community Proctor, Homeschool Parent/Student Collaborator at Lindamood-Bell Learning, Summit Christian Academy, S. Denver Homeschool Collaborations, Cherry Creek School DistrictLearning Interventionist, Curriculum Designer, Educator, Community Proctor, Homeschool Parent/Student Collaborator at Lindamood-Bell Learning, Summit Christian Academy, S. Denver Homeschool Collaborations, Cherry Creek School District