Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Desiree Lopez

Summary

Experienced professional in billing, collections, and underwriting financial loans with a strong background in customer service and sales across various industries. Proficient in financial data evaluation, credit risk analysis, and loan processing, ensuring compliance with regulatory standards. Skilled in multiple software applications, including Microsoft Office Suite, Oracle, and TransUnion's TLOxp. Demonstrated success in enhancing customer relationships and operational efficiency.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Assistant Manager

Finishline
Downey
10.2024 - Current
  • Managed daily operations to ensure store presentation and efficient shipment processing.
  • Oversaw team of sales associates, driving engagement and sales performance through strategic feedback.
  • Executed visual merchandising initiatives to enhance store appeal and boost sales.
  • Provided exceptional customer service, addressing and resolving all customer issues promptly.
  • Facilitated weekly meetings to review sales reports and discuss business development strategies.

Credit, Billing & Collection Associate

Robbins Brothers
Azusa
05.2021 - 04.2024
  • Financed loans for 15 stores across California, Arizona, Texas, and Washington.
  • Utilized skip tracing techniques to locate hard-to-find debtors.
  • Negotiated settlements with National Debt Relief to resolve customer charge-offs.
  • Adjusted accounts in E-Oscar to rectify late reversals.
  • Responded promptly to emails, voicemails, calls, and credit line increase requests from stores.
  • Secured overdue balances by contacting customers through telephone, text, email, and written correspondence.
  • Scheduled meetings and managed follow-up calls using Microsoft Outlook.

Education

P&C And Life & Health License

CA Department of Insurance

Skills

  • Negotiation skills
  • Time management
  • Customer service and relationship management
  • Attention to detail
  • Sales and marketing strategies
  • Critical thinking
  • Skip tracing techniques
  • Empathy and tact

Certification

  • P&C License
  • Life & Health License
  • Empathy & Tact Certified

Timeline

Assistant Manager

Finishline
10.2024 - Current

Credit, Billing & Collection Associate

Robbins Brothers
05.2021 - 04.2024

P&C And Life & Health License

CA Department of Insurance

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