Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Experienced professional adept in small business operations, financial analysis, and customer service. Proficient in utilizing Experian, LexisNexis, and other tools to accurately assess applications and verify underwriting details. Detail-oriented and skilled in business credit file interpretation, financial document review, and effective communication with business owners
Overview
14
14
years of professional experience
1
1
Certification
Work History
Title Specialist
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03.2023 - Current
Performed data entry and other administrative tasks to keep records and files organized and accurate.
Communicated with customers to resolve common title issues.
Trained new employees on company policies and procedures, resulting in improved performance and customer satisfaction
Conducted employees training sessions on the use of new software, improving team efficiency and productivity
Main point of contact for Auto product escalations regardless of department
Shadowed and led 1:1's and difficult conversations with agents on multiple teams
Responsible for daily coaching an communications of Auto product that spans multiple teams as well as both San Francisco and Phoenix Offices
Audited and reviewed title documents for accuracy and compliance with state and federal regulations.
Analyzed title documents to identify potential issues and resolve any discrepancies.
Developed and maintained relationships with title companies, lenders and other stakeholders to facilitate smooth transactions
Organized and detail-oriented with a strong work ethic.
Identified issues, analyzed information and provided solutions to problems.
Participated in team projects, demonstrating an ability to work collaboratively and effectively.
Cultivated interpersonal skills by building positive relationships with others.
Reliable attendance record
Auto Loan Specialist
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03.2022 - Current
Originated, reviewed, processed, closed, and administered customer loan proposals
Examined customer loan applications for loan approvals and denials
Recommended loan approvals and denials based on customer loan application reviews
Developed and maintained relationships with customers, lenders and other third parties
Assisted customers with completing loan applications and other paperwork
Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Assessed loan portfolios for compliance with underwriting policies
Established plans and payoffs for customers' loans, prioritizing control of overall costs
Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
Explained very technical financial information to applicants in easy to understand language
Customer Service Representative
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10.2021 - Current
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
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
Offered advice and assistance to customers, paying attention to special needs or wants
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences
Exhibited high energy and professionalism when dealing with clients and staff
Met customer call guidelines for service levels, handle time and productivity
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates
Promoted available products and services to customers during service, account management, and order calls
Security
Level One
05.2023 - 09.2023
Greeted guests professionally and courteously to cultivate welcoming atmosphere while making safety top priority
Checked identification of persons entering and exiting facility to eliminate unauthorized visitors
Checked and verified photo identification prior to granting facility access
Acted quickly during emergency situations to reduce opportunity for damage and injury.
Reported suspicious activities and persons to law enforcement
Executed security rules and procedures and calmly and promptly escorted non-compliant individuals out of building
Screened individuals and prevented passage of prohibited articles into restricted areas
Remained calm, assertive, and mindful to think critically and problem solve during stressful situations
Responded quickly to incidents and assessed active situations for security concerns
Investigated suspicious activities and persons to maintain security of premises
Customer Care Specialist
Progress Residential
01.2021 - 10.2021
Took ownership of customers issues to follow problems through to resolution
Responded to customer needs through competent customer service and prompt problem-solving
Used exceptional communication to connect with customers, assess needs and present solutions
Helped large volume of customers every day with positive attitude and focus on customer satisfaction
Responded to customer calls and emails to answer questions about products and services
Achieved high satisfaction rating through proactive one-call resolutions of customer issues
Directed customers to appropriate departments for additional support
Provided customers with detailed information on company products, services and materials
Communicated with customers to identify needs and expectations
Identified customer issues with products or services, investigated causes and initiated resolutions
Responded to customer inquiries via phone, email and web-based platforms
Warehouse Assistant
Amazon
03.2020 - 09.2021
Prepared orders for shipment by picking, packing, and labeling merchandise
Cleaned and maintained warehouse in compliance with OSHA safety standards
Loaded and unloaded delivery trucks promptly for further distribution
Packaged and shipped orders accurately to promote safe and quick delivery to customers
Alternated goods in inventory by observing first-in and first-out approach to keep shelves organized and properly stocked
Collaborating with other departments to optimize warehouse operations and keep production high
Rejected damaged items, recorded shortages and corresponded with shippers to rectify issues
Sales Assistant Associate 1
Bank of America
02.2015 - 12.2020
Completed case records for each incoming call detailing caller information, issue description and other pertinent points
Analyzed and verified applicant income, assets and credit history to support compliance with underwriting guidelines
Worked with processing team members to communicate errors and obtain missing information for current applications
Assisted customers with completing loan applications and other paperwork
Negotiated loan terms and conditions with customers to secure best deal
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales
Processed loan applications and monitored progress from start to finish
Created and implemented underwriting procedures and strategies to accurately and efficiently process loan applications
Made careful determinations based on skilled analyses of submitted documentation covering credit histories, employment records, and current financial status.
Custodial Worker/Housekeeping Room Attendant
Mesa Public Schools/Gilbert Public Schools
07.2009 - 01.2015
Replaced used towels and other bathroom amenities such as shampoo, paper towels, and soap
Completed pre-cleaning duties by setting up cleaning carts with fresh linens, cleaning supplies, and requested guest supplies
Hand-dusted and wiped down office furniture, fixtures, and window sills to keep areas clean and comfortable.
Used chemicals by following safety protocols and procedures to avoid burns and injuries
Slid beds, sofas, and other furniture aside to wipe down baseboards and remove dust and dirt from hard-to-reach areas
Removed bed sheets and towels from rooms and pre-treated stains to maintain and restore linen condition
Engaged with guests on room requirements and amenities to promote overall satisfaction
Operated wet-vacuums, buffing machines, vacuums and upholstery cleaners to clean rugs, carpets, and upholstered furniture
Changed bed linens and collected soiled linens for cleaning
Restocked towels and amenities in bathrooms, bedrooms and kitchen spaces
Swept high ceilings, tight spaces and around furniture to remove built up dust and cobwebs
Scrubbed floors with special cleaners and equipment to achieve deep clean
Polished fixtures to achieve professional shine and appearance
Completed special housekeeping actions such as turning mattresses on set schedule
Resealed floors with wax and kitchen counters with correct applications to minimize staining and damage
Aided manager in developing and executing of new cleaning procedures and protocols to improve cleaning process
Oversaw calendar to manage organized cleaning schedule and complete tasks on time
Liaised with other departments to coordinate housekeeping requirements and resolve issues and concerns
Restocked room supplies such as facial tissues for personal touch with every job
Responded to requests from patrons for linens and toiletries
Sanitized all kitchen surfaces, wiped down cabinets, and swept and mopped floors
Disposed of trash and recyclables each day to avoid waste buildup
Education
No Degree - Electrician
UEI College
Mesa, AZ
01.2023
Skills
Title Processing
Renewals Management
Report Preparation
Documentation Review
Data Entry
Title Examination
Research and Analysis
Records Analysis
Document Review
Tableau Proficient
Supervision and Leadership
Multitasking Abilities
Problem-Solving Skills
Staff Training
Team Leadership
Administrative Skills
First Aid/CPR
Familiar with OFAC review
Experienced in verifying business credentials via government databases
Proficient with Experian, Equifax, and Transunion
Paperwork Processing
Technical Support
Strategic Sales Knowledge
Filing
Service Standard Compliance
Microsoft PowerPoint
Microsoft Office Suite
Staff Education and Training
Customer RMA Management
Professional Telephone Demeanor
Order Processing
Call Center Operations
Microsoft Excel
Warehousing Functions
Chemical Handling
Excellent Oral and Written Communication
Floor Scrubber Machines
Quality Assurance
Hazardous Chemical Training
Decision-Making
Analytical and Critical Thinking
Excellent Communication
Active Listening
Teamwork and Collaboration
PPE Use
Mail Distribution
Fast Learner
Accomplishments
Obtain a notary certification In April of 2023
Additional Information
Basic knowledge and understanding of financial products and services
Succeeds in a professional, customer, fast-paced, deadline driven and high-volume environment
Partner with customers to determine reasons for their account delinquency and evaluate the customer's financial situation
Demonstrate strong organizational and time management skills through calls monitored for quality and accuracy.
Deliver and maintain a commitment to high customer service excellence, utilizing relationship building and problem-resolution skills in a call center environment
Exceed monthly efficiency objectives and maintain a high call quality standards
Experience building partnerships and consulting effectively with leadership
Navigating various internal systems to research, review, update and confirm customer profile details during conversations (inbound or outbound calls) with customers
Exceed our customer's expectations by documenting call details and new account information in to the system and completing any forms required to request action by other departments
Build customers loyalty by resolving customer problems on the first call
Knowledge and understanding of both inbound and outbound sales utilizing an auto dialer or direct dial system to initiate customer contact and determine reason for delinquency