Gloria Montelongo
Summary
Driven and bilingual professional with extensive experience at Valley Strong Credit Union, adept in problem-solving and team member support. Excelled in roles requiring the application of CORE values and resourcefulness, significantly enhancing loan processing efficiency and customer satisfaction. Skilled in both English and Spanish, demonstrating forward-thinking leadership and goal-oriented achievements in financial operations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Mortgage Loan Funder/Closer II
Valley Strong Credit Union
04.2022 - Current
- Worked with underwriters to fix application problems and resolve issues.
- Fielded member complaints and provided solutions
- Preparing and verifying closing fund wires to closing agents
- Prepare and reviewed loan documents for accuracy prior to closing.
- Communicated with members, processing teams and other third parties to achieve prompt loan closings.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows when Supervisor is out of the office.
Central Operations Support Specialist II
Valley Strong Credit Union
04.2019 - 04.2022
- Collaborated with operations team to provide excellent customer service and foster positive work environment.
- Answered all incoming calls for Central Operations Research, Visa, Processing and ATM Departments.
- Provided first contact resolution for credit union Team Members who contacted Central Operations with issues or questions.
- Reviewed and provided information regarding ATM, check deposits through ATMs or Remote Deposit Capture and bill payments received.
- Supported Visa Department with Debit card and credit card disputes, including maintaining Dispute logs, providing provisional credits, submitting and responding to chargebacks.
- Assisted my Supervisor with coaching sessions, listening to calls in order to achieve the utmost service to our Team members.
- Assigned and directed responsibilities and daily tasks to the team in order to maximize workflow while Supervisor was on leave or meetings.
Visa Specialist II
Kern Schools Federal Credit Union
12.2013 - 04.2019
- Processed debit card, withdrawal, point of sale, and credit card disputes. Including documentation of chargeback and re-presentments, member contact and charge offs.
- Completed and processed balance consolidations credit card account closures, Visa compromised lists and reviewing excessive transaction reports.
- Assisted team members with trouble shooting ATM and Debit Card transactions.
- Provided provisional credit, reviewed disputes for accuracy and send member letters with final determination of dispute.
- Assisted Contact Center and branches with members who requested escalation.
- Processed and prepared Levy payouts
Education
High School Diploma -
Stockdale High School
Bakersfield, CA05.2007
Skills
- Goal-Oriented
- Team Member Support
- Bilingual- Speaking, reading, and writing English and Spanish
- Problem-solving skills
- Forward-thinking
- CORE Values Oriented
- Resourcefulness
Certification
- CNP - Certified State of California Notary Public
Languages
Spanish
Native or Bilingual
Timeline
Mortgage Loan Funder/Closer II
Valley Strong Credit Union
04.2022 - Current
Central Operations Support Specialist II
Valley Strong Credit Union
04.2019 - 04.2022
Visa Specialist II
Kern Schools Federal Credit Union
12.2013 - 04.2019
High School Diploma -
Stockdale High School
- CNP - Certified State of California Notary Public
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