Summary
Overview
Work History
Skills
Certification
Additional Experience
Additional Information
Languages
Timeline
Generic

Elizabeth Puga

Burleson

Summary

Forward-thinking Operations Specialist bringing seventeen years of expertise in credit lending and documentation for Auto Finance sector businesses. Cultivates rapport with individuals to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies. Proficient in Microsoft Office and several financial systems: DIF, SharePoint, IVAULT, Mainframe (ACAPS/ALA), Quest, ICAF, MITS, JPMC Access, Microsoft Office Products.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Transactions Specialist IV

JPMorgan Chase
04.2022 - Current
  • Followed all company policies and procedures to deliver quality work.
  • Listened and responded to customer requests and forwarded necessary information to superiors.
  • Interpreted clients' needs and introduced services to fit specific requirements.
  • Assisted with staff training to enforce quality, safety and sanitation guidelines.
  • Evaluated staff performance and provided coaching to address inefficiencies.
  • Assisting management with work distribution to processors.
  • Complete redeposits on checks returned.
  • Processes monetary input transactions between company accounts.
  • Assist with check status for processors. Complete daily and monthly reports for management to access and view.
  • Support processors with daily workload.
  • Create closing, notary & check duty schedules.

Operations Senior Specialist

JPMorgan Chase
10.2017 - 03.2022
  • Trained and mentored several lower-level employees.
  • Executing/releasing vehicle titles to purchasers.
  • Retrieving documents for title release, and with working with third party companies to ensure accurate title releases; research/clear reports on titles not automatically released.
  • Assign work cards to research reps for title locating.
  • Receive State sales tax checks to forward to customers to complete title transfers/registration.
  • Partner with internal departments to verify the accuracy of sales tax amounts. Complete sales tax forms for those States that require them.
  • Convey sales tax checks to a third-party company to release in conjunction with titles; maintain check logs.
  • Notarize docs for the department including powers of attorney and lien releases. Keep/update a notary log.
  • Help with peers’ work cards for those that work from home as they do not have access to mail items, titles, or checks.

Credit /Retention Specialist

JPMorgan Chase
10.2012 - 10.2017
  • Completed customer calls for the funding team and pre-approval calls and verified employment/insurance verifications to confirm identities using one-point Innovis.
  • Directed record filing, long-term storage, labeling, and faxing of in-house documents to web imaging for short-term storage.
  • Updated/maintained logs with retention customers and loan information; conducted financial audits.
  • Produced reporting/analysis of financial data.
  • Complied with corporate policies and procedures.

Verification Analyst/ Booking and Funding

JPMorgan Chase
08.2008 - 10.2012
  • Tasked with accurately/efficiently funding contracts, with revising documents to ensure accuracy, and for completing verifications of proof of income, residence, and insurance.
  • Consistently surpassed floor-wide goals for customer outreach calls such as employment and insurance verifications.
  • Charged with investigating customer data for misrepresentation or fraudulent activity.

Skills

  • Research /Reporting/ Record Keeping
  • Customer Service/ Auto Finance
  • Retail / Lease
  • Fraud Investigations
  • Credit Risk Analysis
  • Basic Accounting
  • Team Leadership
  • Working Independently
  • Teamwork
  • Complex Problem Solving Decision-Making Critical Thinking
  • Document Preparation
  • Bilingual

Certification

  • Certified Notary License, State of Texas - 2020- Current

Additional Experience

 Funding Specialist II, AmeriCredit Financial Services, Arlington, TX; Dealer Service Solutions Rep, AmeriCredit Financial Services, Arlington, TX; Customer Service Technician, Solectron/Verizon Wireless, Arlington, TX.  

Additional Information

Five Keys Received: Build Lasting Relationships, Always Be Courteous and Professional, Exceed Expectations, Do the Right Thing, Best Practice, Efficiency, Integrity, Teamwork and Leadership, Manager Excellence, Business Principles

Languages

Spanish
Native or Bilingual

Timeline

Transactions Specialist IV

JPMorgan Chase
04.2022 - Current

Operations Senior Specialist

JPMorgan Chase
10.2017 - 03.2022

Credit /Retention Specialist

JPMorgan Chase
10.2012 - 10.2017

Verification Analyst/ Booking and Funding

JPMorgan Chase
08.2008 - 10.2012

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Elizabeth Puga