Daniela Perez
Austin,TX
Summary
Hello! I'm Daniela, your friendly Mortgage Operational Assistant now based in Austin. I specialize in making sure all the paperwork from borrowers is just right for loan approvals. My job is to check documents carefully, get job details from borrowers, manage loans, and make sure everything is ready on time. I've also worked in sales and customer service, and I can speak both English and Spanish really well. I'm here to make the loan process smooth and straightforward for everyone. Excited to bring my skills to Austin and meet new faces!
Overview
12
12
years of professional experience
Work History
Loan Officer Assistant
Crosscountry Mortgage
01.2023 - 12.2023
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Helped loan officers in preparing repayment plans for timely processing.
- Set up files using loan officer checklist and submitted on-time for processing.
- Affirmed loan document accuracy to protect lenders from potential fraud.
- Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
Loan Officer Assistant
NRL Mortgage
08.2021 - 01.2023
- Effectively communicated to borrowers, requests for missing information or documents needed
- Assisted in clearing underwriting conditions
- Prepared documents by ordering VOEs, verifying income for underwriting
- Communicated with customers daily to request information and complete paperwork.
- Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
Personal Fitness Trainer
Self-employeed
01.2018 - 08.2021
- Demonstrated proper technique for exercises to avoid injuries.
- Educated clients on importance of proper nutrition to reach fitness objectives.
- Improved client fitness levels by developing personalized exercise programs tailored to individual goals and abilities.
- Created comprehensive fitness programs tailored to needs and goals of each individual.
Lead of retail store, and rental equipment
NLand Surf Park
03.2017 - 01.2018
- Lead a team of eight associates
- Responsible for interviewing and making hiring recommendations of staff
- Experience in administrative support functions
- Strong organizational, communication, and interpersonal skills.
- Created inviting environment for customers by maintaining store organization and cleanliness.
- Enhanced customer loyalty through personalized shopping experiences and tailored product recommendations.
Front desk Sales Associate
Title Boxing Club
04.2015 - 05.2017
- Sold products and services
- Followed-up with members to ensure satisfaction
- Promptly answered incoming calls and returned voicemails
- Assisted members with workouts and exercises.
- Improved customer satisfaction by providing exceptional front desk service and promptly addressing inquiries.
- Supported marketing efforts by distributing promotional materials and informing guests about ongoing specials or events.
Sales Associate
Sunglass Hutt
02.2012 - 04.2015
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Managed conflict resolution with dissatisfied customers professionally, resulting in improved customer retention rates.
- Conducted regular competitor analysis to stay informed about market trends, adjusting pricing strategies accordingly for optimal results.
- Organized in-store promotions and events to increase foot traffic and drive additional sales opportunities.
- Maintained up-to-date knowledge of store sales, payment policies and security standards.
Education
Associates of Arts – Business Administration -
South Texas College
McAllen, TX12.2017
Skills
- Bilingual (English & Spanish)
- Computer skills (Word, Excel, Power point)
- Customer Service
- Effective Communicator
- Adaptability
- Decision-Making
- Application Review
- Employment Verification
- File Management
- General Mortgage Associate
- Social selling
- Lead Qualification
Languages
Spanish
Native or Bilingual
Timeline
Loan Officer Assistant
Crosscountry Mortgage
01.2023 - 12.2023
Loan Officer Assistant
NRL Mortgage
08.2021 - 01.2023
Personal Fitness Trainer
Self-employeed
01.2018 - 08.2021
Lead of retail store, and rental equipment
NLand Surf Park
03.2017 - 01.2018
Front desk Sales Associate
Title Boxing Club
04.2015 - 05.2017
Sales Associate
Sunglass Hutt
02.2012 - 04.2015
Associates of Arts – Business Administration -
South Texas College