Grace Cacala
Wilmington,NC
Summary
Having an established history of delivering exceptional customer service, I have successfully offered financial advice to numerous clients, enabling them to achieve their dream. My adeptness at cultivating robust relationships with referral partners, coupled with my determined and motivated personality, positions me as an ideal candidate to assist you in achieving your goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
Homeside Financial
07.2020 - Current
- Closed 5.4 million dollars YTD in loan production.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Mortgage Department Assistant
Corning Credit Union
03.2020 - 07.2020
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Worked with processors to fix application problems and resolve issues.
- Maintained strict confidentiality of bank records and client information.
- Developed systems to efficiently track loan documents and enhance accuracy.
Member Services Representative
Corning Credit Union
05.2019 - 03.2020
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Collaborated with sales team members to stay current on inventory levels, complete accurate orders, and resolve item issues.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Educated customers on use of banking website and mobile apps.
- Maintained accurate records of customer transactions in line with bank procedures.
Front End Coordinator/Service Desk Associate
Wegmans Food Markets
08.2017 - 04.2019
- Reviewed hourly sales for yearly comparisons to make required adjustments in labor hours and inventory
- Received incoming calls and directed them to appropriate department, while also answering any question or addressing concerns
- Executed optimal operations during peak hours in a demanding environment
- Successfully oversaw 15 employees while handling all merchandising and maintenance for front end.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Education
Bachelor of Science - Business Administration
State University of New York At Geneseo, School of Business, NY-AACSB
Geneseo, Accreditation, NY12.2018
Skills
- Network development
- Customer relations
- Product promotions
- Problem solving strength
- Sales expertise
- Interpersonal communication skills
Certification
- Nationwide Mortgage Licensing System # 1980259
- National Notary Association- October 2019 Notary Public
Timeline
Mortgage Loan Officer
Homeside Financial
07.2020 - Current
Mortgage Department Assistant
Corning Credit Union
03.2020 - 07.2020
Member Services Representative
Corning Credit Union
05.2019 - 03.2020
Front End Coordinator/Service Desk Associate
Wegmans Food Markets
08.2017 - 04.2019
Bachelor of Science - Business Administration
State University of New York At Geneseo, School of Business, NY-AACSB
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