Diane Marquez
St James,NY
Summary
Dynamic Certified Loan Signing Agent with a proven track record at Signature Notary, excelling in customer rapport building and meticulous attention to detail. Skilled in electronic document handling and proactive problem-solving, I consistently deliver accurate loan signings while fostering strong relationships with clients and ensuring compliance with all regulations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Sales Associate
Nordstrom Rack
10.2025 - Current
- Cultivated strong customer relationships through personalized service and product knowledge.
- Executed sales strategies to drive revenue growth and enhance store performance.
- Trained and mentored new associates on operational procedures and customer engagement techniques.
- Analyzed sales trends to optimize inventory levels and improve product assortment.
- Led team initiatives to enhance visual merchandising standards and create appealing displays.
- Resolved customer inquiries and complaints efficiently, ensuring high satisfaction rates.
- Implemented processes that streamlined checkout procedures, reducing wait times for customers.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Built relationships with customers to encourage repeat business.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
- Engaged with customers to effectively build rapport and lasting relationships.
Certified Loan Signing Agent
Signature Notary
Saint James, NY
07.2024 - Current
- Accurately recorded acknowledgements on recording forms as required by law.
- Employed advanced problem solving skills when dealing with unexpected challenges during closings.
- Scanned loan packages into online systems for review by lenders or title companies.
- Completed post-closing duties such as mailing documents back to lender or title company.
- Adhered to all state notary laws while performing loan document signings.
- Performed loan signings for refinances, purchases and HELOCs with accuracy and efficiency.
- Resolved any discrepancies or issues that arose during signing process quickly and professionally.
- Organized, scheduled and completed loan signings in accordance with lender instructions.
- Verified loan documents for correctness prior to signing.
- Developed strong relationships with clients through superior customer service skills.
- Managed multiple tasks simultaneously in order to meet deadlines.
- Communicated regularly with escrow officers, lenders and other parties involved in loan process.
- Managed loan signing appointments, ensuring compliance with legal requirements and client expectations.
- Reviewed and verified loan documents for accuracy, facilitating smooth transactions for clients and lenders.
- Maintained up-to-date knowledge of notary laws and regulations to ensure compliance during signings.
- Maintained up-to-date knowledge on industry standards, laws, and best practices to provide exceptional service to clients.
Personal Banker III
Suffolk Credit Union
Sayville, New York
04.2023 - 07.2024
- Cultivated customer relationships through proactive follow-up, expert advice, and exceptional service. Analyzed customer needs by engaging in active listening and inquiry to tailor product offerings. Oversaw comprehensive knowledge of bank products, services, and regulatory requirements. Addressed customer inquiries promptly through email and phone communication. Facilitated the account opening process for new and existing clients while resolving issues related to ATM and online banking. Instructed customers on effective use of banking products and financial services. Guided clients through loan application and credit card request processes. Executed transactions such as deposits, withdrawals, and transfers with precision and efficiency. Ensured adherence to banking regulations and compliance with financial policies. Strengthened teamwork and collaboration to drive operational excellence.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Cross-sold bank products and services to meet customer needs and provide options.
Head Teller / Concierge
Citibank
Northport, New York
10.2023 - 04.2024
- Consistently demonstrated strong customer service skills, resolving customer inquiries and complaints in professional manner.
- Performed account maintenance tasks such as address changes, check orders, stop payment requests and wire transfers.
- Demonstrated ability to work independently with minimal supervision while meeting deadlines efficiently.
- Provided guidance and support to team members in order to ensure smooth operation of teller line.
- Created detailed reports regarding daily transactions; including account balances, deposits, withdrawals, transfers made by customers or employees.
- Managed daily operations of teller line including scheduling personnel, monitoring workflow and ensuring adequate staffing levels.
- Attended regular meetings with Bank Managers to discuss progress on goals set for increasing customer satisfaction ratings.
- Exhibited strong organizational skills when managing multiple tasks simultaneously in fast-paced environment.
Mail Clerk
Suffolk County Parking Violations
08.2022 - 09.2023
- Weighed packages and letters to compute charges and affix proper postage.
- Processed incoming and outgoing mail using postage meter equipment, scales, folders and other related machinery.
- Stamped date and time of receipt on incoming mail.
- Maintained records of all outgoing and incoming packages and letters according to company protocol.
- Reported any discrepancies between actual shipments received versus those ordered by customers.
- Collaborated with team members in order to meet tight deadlines associated with specific projects.
- Analyzed data from reports generated from mailing machines to identify areas of improvement.
Customer Success Specialist
Groovecar
Farmingdale, New York
04.2019 - 08.2021
- Demonstrated excellent communication skills both verbally and in writing.
- Collaborated with cross-functional teams to develop solutions to client problems.
- Resolved complex technical issues quickly and efficiently.
- Conducted customer outreach initiatives to build relationships and foster loyalty.
- Conducted training sessions for customers on how to use company's products or services efficiently.
- Utilized CRM software effectively to track progress and performance against goals set for each account.
- Managed customer accounts by responding promptly to inquiries, resolving issues, and following up on action items.
- Managed multiple tasks simultaneously while maintaining high quality standards.
- Served as point of contact for escalated support requests from customers.
- Improved response times by streamlining support processes and prioritizing urgent requests.
- Delivered detailed reports on account progress/health allowing management to make informed decisions about resource allocation.
- Worked closely with sales team on understanding customer requirements, promoting products and delivering sales support.
Automotive Biller/ Accounts Receivables
Smithtown Volvo
Saint James, New York
01.2016 - 04.2019
- Maintained accurate records of customer payments and billing information in database system.
- Verified accuracy of invoices before they were sent out to customers.
- Investigated discrepancies in invoices and resolved payment issues with customers.
- Worked closely with sales team to resolve any billing issues that arose during order process.
- Handled escalated customer complaints involving billing disputes or errors.
- Processed and reconciled accounts receivable, including cash receipts and credit card payments.
- Provided excellent customer service to internal and external customers regarding billing inquiries or disputes.
- Tracked all incoming funds from various sources such as checks, wire transfers, ACH deposits.
- Performed general accounting duties such as journal entries, account reconciliations, and month-end close activities.
- Generated requests for refund checks for overpayment.
- Utilized payment tracking system to ensure accurate billing and timely payments.
- Checked monthly reports and analyzed billing data to identify trends and discrepancies.
- Verified accuracy of accounts payable payments, resulting in [Number]% reduction in payment errors and check reissues.
Education
Associate in Science (A.S.) - Accounting
Briarcliffe College
Patchogue, NY12.2016
Skills
- Oversaw customer service initiatives to elevate client satisfaction levels Cultivated strong communication channels among team members and stakeholders Led proactive problem-solving efforts to address challenges swiftly Directed electronic document management to streamline operations Articulated complex terms clearly to enhance client understanding Ensured compliance with background screening regulations Fostered customer relationships through effective rapport-building strategies Exhibited patience and empathy to support client needs Navigated changes in the work environment with adaptability Emphasized meticulous attention to detail in project execution Upheld strict adherence to deadlines to drive project success Implemented efficient time management practices to enhance productivity Prioritized accuracy in all documentation processes Coordinated scheduling to ensure seamless operations across teams
- Time management
- Excellent people skills
- Reliable and punctual
- Goal oriented
- Relationship building
- Outgoing personality
- Stocking and receiving
- Cash register operation
- Cash handling accuracy
- Client service
- Conflict resolution
Certification
- Certified Notary
- Certified Loan signing Agent
Timeline
Sales Associate
Nordstrom Rack
10.2025 - Current
Certified Loan Signing Agent
Signature Notary
07.2024 - Current
Head Teller / Concierge
Citibank
10.2023 - 04.2024
Personal Banker III
Suffolk Credit Union
04.2023 - 07.2024
Mail Clerk
Suffolk County Parking Violations
08.2022 - 09.2023
Customer Success Specialist
Groovecar
04.2019 - 08.2021
Automotive Biller/ Accounts Receivables
Smithtown Volvo
01.2016 - 04.2019
Associate in Science (A.S.) - Accounting
Briarcliffe College