Fabiola Ortega
Pomona
Summary
Dynamic Loan Processor at LERETA with a proven track record in data entry and information verification. Skilled in managing high-stress situations and ensuring regulatory compliance, I excelled in resolving customer disputes, enhancing loyalty, and streamlining loan application processes. Committed to delivering exceptional service and achieving client satisfaction.
Overview
10
10
years of professional experience
Work History
Certified Caregiver
Kenneth Adult Residential
11.2023 - 12.2023
- Improved patient comfort by providing compassionate and attentive care.
- Maintained clean, safe, and well-organized patient environment.
- Assisted disabled clients to support independence and well-being.
- Monitored progress and documented patient health status changes to keep care team updated.
- Maintained detailed records of all interactions, observations, and interventions in accordance with facility guidelines.
Loan Processor
LERETA
12.2014 - 04.2017
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Customer Service Representative
First Mortgage Corporation
09.2013 - 12.2014
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Education
High School Diploma -
Garey High School
Pomona, CA06-2008
Skills
- Data entry
- Teamwork and collaboration
- Information verification
- Regulatory compliance
Languages
Spanish
Limited Working
Timeline
Certified Caregiver
Kenneth Adult Residential
11.2023 - 12.2023
Loan Processor
LERETA
12.2014 - 04.2017
Customer Service Representative
First Mortgage Corporation
09.2013 - 12.2014
High School Diploma -
Garey High School
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