Diana Romero
Laguna Niguel,CA
Summary
Organized and reliable candidate excelling in communication, active listening, and problem-solving. Dedicated to enhancing customer experiences and building loyalty through tailored solutions. Proficient in teamwork and independent work, delivering results promptly and professionally.
Overview
30
30
years of professional experience
Work History
Mortgage Loan Assistant
US Bank Home Mortgage
10.2017 - Current
- Provide personalized assistance to loan applicants, guiding them through each step of the application process.
- Acted as a reliable point of contact for both clients and agents, maintaining open lines of communication to ensure transparency and satisfaction throughout the loan process.
- Proactively identified and resolved issues, ensuring a seamless and positive experience for all parties involved.
- Upheld strict confidentiality standards in handling sensitive financial information, prioritizing client privacy and security.
Team Loan Officer
Summit Funding-Polder Group
12.2013 - 08.2017
- Offered personalized credit counseling sessions, devising tailored strategies to help clients in improving their credit profiles and qualifying for loans.
- Provided start to finish assistance to clients on the home buying and refinancing process of home loans by analyzing applicants' financial situations, and credit histories to determine loan eligibility.
Loan Officer
Fairway Mortgage
12.2013 - 08.2014
- Provided home buying and refinancing services.
- Assisted clients with the loan process from start to finish by gathering appropriate documentation needed to assess each clients needs.
- Maintained a proactive approach to professional development, staying on top of emerging loan products and industry trends to better serve our clients.
Real Estate Loan Officer/Trainer
BBVA Compass Bank
09.2010 - 06.2012
- Helped design and deliver training programs tailored to mortgage and home equity loans, aimed at enhancing customer service and satisfaction levels across Southern Arizona.
- Provided resources and on site assistance to banking branches on assessing their clients individual home lending needs.
- Improved customer retention through effective communication strategies.
Universal Banker
BBVA Compass Bank
06.1995 - 09.2010
- Provided teller and customer banking services to our clients, while building relationships to better assess, manage and understand their individual needs.
- Cross-selling banking services including deposit, investment and lending accounts.
- Provided assistance with all duties of opening and closing of branch such as balancing and close out of all tellers and service representatives.
Education
Some College (No Degree) -
Pima Community College
Tucson, AZHigh School Diploma -
Pueblo High Magnet School
Tucson, AZ05.1994
Skills
- Microsoft Office Suite
- Data Entry
- Report Generation
- Conflict Resolution
- Customer Focus
- Bilingual
Languages
Spanish
Timeline
Mortgage Loan Assistant
US Bank Home Mortgage
10.2017 - Current
Team Loan Officer
Summit Funding-Polder Group
12.2013 - 08.2017
Loan Officer
Fairway Mortgage
12.2013 - 08.2014
Real Estate Loan Officer/Trainer
BBVA Compass Bank
09.2010 - 06.2012
Universal Banker
BBVA Compass Bank
06.1995 - 09.2010
Some College (No Degree) -
Pima Community College
High School Diploma -
Pueblo High Magnet School
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