Highly skilled and results-driven Loan processor evaluates financial documentation and promotes positive client interactions. Works exceptionally well in fast-paced environments driven by tight deadlines. Employs critical eye toward document details and customer information to avoid errors and promote efficiency.
Overview
33
33
years of professional experience
1
1
Certification
Work History
HELOC Loan Processor II
First Entertainment Credit Union
07.2016 - 11.2023
Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Prepared documents for underwriting by verifying client income, credit reports, appraisal, Title and other information.
Handled any conditions sent from underwriting departments.
Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.
Processed loan applications and monitored progress from start to funding
Office Manager
Road & Race Inc.
01.2000 - 02.2016
Managed day-to-day operations of office such as ordering supplies, maintaining equipment and managing calendars.
Maintained computer and physical filing systems..
Handled phone calls and front office reception area, providing excellent customer service.
Processed and posted accounting transactions including invoicing, accounts receivable, accounts payable and collections.
Handled all bank transactions including deposits, bank wires, credit card transactions, refunds and chargebacks.
Managed all outbound and inbound shipping including cargo and auto transport, both domestic and international, including all documentations for U.S. Customs.
Kept customers informed of the status of their order, providing tracking information.
Workers Compensation ClaimsAdjuster
Kroeger Company
11.1997 - 12.2000
Investigated merits of all claims and managed both litigated and non-litigated claims from inception to settlement in accordance with existing Labor Code and Case Law.
Provided workers with all applicable benefits including disability payments, medical treatment, reasonable accommodation of disability and vocational disability.
Attend settlement conferences, file necessary legal answers and coordinate with defense attorneys for case resolution.
Served as liaison between management, injured worker and medical providers ensuring early return to work and quality, cost-effective medical treatment.
Filed necessary reports to all channels including Debarment of Industrial Relations, Risk Management, excess carrier and corporate office.
Workers' Compensation Claims Adjuster
Hilton Hotels Corporation
05.1991 - 08.1997
Handled Workers Compensation claims for all company owned hotels in California from inception to closure.
Provided timely disability benefits and medical treatment.
Reviewed all aspects of a claim to ensure accuracy of claims decision.
Implement effective strategies to resolve disputes between claimants, employers, attorneys and insurance companies relating to Workers Compensation claims.
Assisted in training hotel staff in worker safety, injury prevention and injury reporting.
A-List Coordinator/Senior Member Experience Officer at First Entertainment Credit UnionA-List Coordinator/Senior Member Experience Officer at First Entertainment Credit Union