Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Grace Valdez

Irvine,CA

Summary

Results-driven loan consultant with 19 years of experience. Skilled in research, analysis, and client relationship management. Strong organizational and communication abilities with meticulous attention to detail. Knowledgeable in legal documentation and compliance requirements.

Overview

8
8
years of professional experience

Work History

Loan Consultant

Americor/Credit9
Irvine, CA
12.2020 - 04.2024
  • Generated leads through cold calling, online searches, and referrals from existing clients.
  • Maintained accurate records of all sales activities in the company's CRM system.
  • Assisted in preparing files for litigation by gathering documents and evidence to support legal action or settlement negotiations.
  • Advised clients on the best type of loan product that suits their needs.
  • Reviewed final settlement statement prior to closing date making sure all fees are properly accounted for per agreement terms.
  • Analyzed customer's credit reports, tax returns, income statements. in order to determine creditworthiness.

Client Relations Representative

Americor
Irvine, CA
12.2019 - 03.2020
  • Evaluated client situations and recommended optimal products to meet individual needs.
  • Advised clients on targeted business strategies and corporate financing.
  • Consulted with clients to assess and meet short- and long-term financial goals.
  • Recognized by management for providing exceptional customer service.

Distribution Manager

VVS Pens/LOL Edibles /ThClear
Santa Ana , CA
09.2016 - 04.2019
  • Maintained accurate and current order and shipment forms, inventory documentation, and customer records. Furthermore, I adhered to company audit rules during inventory counts.
  • Analyzed invoices, work orders, consumption reports, and demand forecasts to estimate peak delivery periods and issue work assignments while training staff to reduce shipping times.
  • Developed organizational systems for financial reports, schedules, inventory control, and merchandising. Meanwhile, strengthening operational efficiencies and traceability.
  • Supervised activities of workers engaged in receiving, storing, testing, and shipping products to maintain operational efficiency.

Education

High School Diploma -

Valley High School
Santa Ana, CA
06.2006

Skills

  • 45 WPM, Microsoft Word, Outlook, Excel spreadsheets
  • Attention to detail, Scheduling, Meeting planning
  • Portfolio Management, risk evaluation, consumer lending, credit assessment
  • Call center experience, proper phone etiquette, customer service-oriented, Conflict Resolution
  • Answering and routing incoming calls on a multi-line telephone system
  • Lead database management, customer retention strategies

Languages

Proficient in speaking, reading and writing Spanish.

*Personal references available upon request

Timeline

Loan Consultant

Americor/Credit9
12.2020 - 04.2024

Client Relations Representative

Americor
12.2019 - 03.2020

Distribution Manager

VVS Pens/LOL Edibles /ThClear
09.2016 - 04.2019

High School Diploma -

Valley High School

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Grace Valdez