Over 10 years of customer service experience. Reliable Dock Associate recognized for high productivity levels and efficient task completion. Possesses specialized skills in equipment operation, and safety protocols ensuring smooth dock operations. Excel in time management, teamwork, and adaptability to rapidly changing environments, contributing positively to operational workflow.
Overview
14
14
years of professional experience
Work History
Ship Dock Assoc. L1
Amazon
San Antonio, TX
10.2023 - Current
Meet deadlines for assigned tasks while maintaining high standards of work quality.
Follow established safety protocols while performing work duties.
Safely transport volume throughout the warehouse and ship dock area.
After 6 months became a learning ambassador for ship dock associates.
Underwriter
Brundage Management Company
San Antonio, TX
01.2020 - 07.2023
Participated in regular training sessions regarding updates in relevant laws or regulations.
Analyzed financial information including income, assets, liabilities and credit history of applicants.
Assessed potential risks associated with each transaction prior to approving loans.
Determined appropriate loan structure based on customer needs, company policy and regulatory guidelines.
Maintained accurate records of all transactions handled by the department.
Recommended adjustments to loan terms or conditions based on individual circumstances.
Ensured timely submission of all documents needed for closing transactions.
Resolved discrepancies between customer documentation and internal records.
Reviewed and evaluated loan applications to assess creditworthiness, risk and eligibility for approval.
Performed periodic reviews of existing loans to ensure continued compliance with established policies.
Verified accuracy of documentation such as income statements, tax returns, bank statements and other related documents.
Established maximum loan amounts according to underwriting standards and communicated decisions to customers.
Trained junior underwriters and support staff in underwriting processes and policies.
Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
Prepared and presented reports on loan activities and performance to senior management.
Evaluated applicant financial status, credit, and property evaluation to determine feasibility of granting loans.
Ensured all underwriting activities complied with company policies and external regulations.
Managed workload to ensure timely and accurate processing of loan applications.
Branch Manager
Sun Loan Company
San Antonio, TX
08.2015 - 01.2020
Managed staff scheduling, hiring, and training processes.
Performed regular audits of financial records to ensure accuracy.
Monitored the financial performance of the branch daily.
Identified opportunities for process improvement initiatives within the branch.
Provided feedback on employee performance evaluations conducted by supervisors.
Participated in community events to promote brand awareness.
Resolved escalated customer complaints in a timely manner.
Implemented internal control procedures to minimize risk exposure and maximize profitability.
Conducted regular performance reviews for all employees in the branch.
Assisted other branches when needed during peak periods or special projects.
Directed daily operations of the branch, including customer service, sales and marketing activities.
Ensured compliance with established policies, procedures and regulations governing banking operations.
Reviewed loan applications to ensure accuracy and compliance with regulations.
Managed and inspired team members to perform to full potential, driving branch profitability.
Verified cash by balancing cash drawers and maintaining cash count records.
Planned work schedules to maintain adequate staffing levels.
Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
Increased efficiency and drove branch revenue by optimizing daily operations.
Credit Dispute Agent
Sun Loan Company
San Antonio, TX
08.2013 - 08.2015
Provided customer service to clients through phone and email communication.
Utilized computer systems for tracking customer account information and payment status.
Processed customer payments by cash, check or credit cards accurately according to company guidelines.
Maintained accurate records of all customer interactions, process customer accounts and file documents.
Performed administrative tasks such as data entry, filing paperwork, updating databases and preparing reports.
Responded promptly to customer inquiries and complaints in a professional manner.
Negotiated contracts and terms, securing favorable outcomes for clients.
Explained financial requirements on outstanding balances for open accounts.
CSR Call Center
Sun Loan Company
San Antonio, TX
06.2010 - 08.2013
Responsible for the preparation of loan documents and closing packages.
Input data into the loan database system accurately and timely.
Analyzed financial information provided by applicants in order to determine eligibility for specific types of loans.
Prepared reports on new and existing loan activity for management review.
Processed requests for payoff statements from borrowers or third parties.
Conducted credit checks, verified income and employment information, and obtained other required documentation from applicants.
Responded to inquiries from clients and lenders regarding loan status.