Summary
Overview
Work History
Education
Skills
Licenses
Languages
Timeline
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Guadalupe Herrera

Albuquerque,NM

Summary

Dynamic professional with a robust background in finance and customer service, developed in fast-paced banking environments and applied to at-home processing roles. Proven track record of delivering exceptional service, complemented by strong mathematical skills and a commitment to excellence. Recognized for a positive demeanor and a 'service with a smile' approach, consistently enhancing client experiences and fostering lasting relationships. Prepared to leverage expertise to contribute effectively in a challenging new role.

Overview

6
6
years of professional experience

Work History

Insurance Producer

State Farm Tim Gallegos
01.2025 - Current
  • Developed and maintained client relationships to enhance policy sales and retention.
  • Adhered to all regulations for insurance sales.
  • Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
  • Collaborated with underwriters to streamline the policy issuance process, improving turnaround times.
  • Educated clients on coverage options and risk management strategies tailored to their needs.
  • Managed a high volume of daily calls of claims status, billing and sending out docs, while maintaining a focus on providing quality customer service.
  • Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.

Administrative Assistant

J&B Trailer World
11.2023 - 12.2025
  • Answer phone and direct calls to appropriate departments.
  • Assist customers with their applications for financing through lenders and complete all the paperwork needed to close sale.
  • Assist Accounting department sending out invoices and collections.

Bilingual Bank Teller

Wells Fargo
11.2022 - 08.2023
  • Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Provided customer records, account statements and copies of checks.
  • Reconciled cash drawer and resolved discrepancies.
  • Educated customers on the use of banking websites and mobile apps.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Placed orders for customer checks and verified starting numbers.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.

Closing Coordinator

Guaranteed Rate
03.2021 - 09.2022
  • Contacted appropriate agencies to complete searches, order records, and obtain documents.
  • Maintained checklists of required documentation and open issues affecting closings.
  • Delivered positive customer experiences and successful deal closures through open, constructive communications.
  • Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
  • Contacted customers via mail, telephone, and email to relay acceptance or rejection of applications
  • Coordinated closing process with attorneys, title companies, and government clerks.
  • (Remote)

Mortgage Loan Processor

WAFD
02.2020 - 02.2021
  • Handled any conditions sent from underwriting departments.
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout the entire mortgage loan process.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Set up and completed loan submission packages.
  • Communicated with originator and applicant concerning progress of loan file.
  • Coordinated closing process with attorneys, title companies, and government clerks.
  • Analyzed borrower credit reports and income statements to verify accuracy.
  • Developed comprehensive understanding of loan processing regulations and laws to be fully compliant.
  • Prepared file for final clear-to-close by branch management.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
  • Contacted customers via mail, telephone and email to relay acceptance or rejection of applications

Education

Associates Of Applied Science -

Central NM Junior College
05.2017

Skills

  • Customer Relationship
  • Deposit and Withdrawal Management
  • Loan Disclosures and Escrow
  • Experience with FHA, VA, and Conventional Loans
  • Bilingual
  • 10-key and Typing Skills
  • Microsoft Office/Excel
  • Clerical Experience
  • Organization Skills and Time Management
  • Sales expertise
  • Sales proficiency

Licenses

Licensed in NM for Property and Casualty and Life, Health, and Sickness.

Languages

Spanish
Native or Bilingual

Timeline

Insurance Producer

State Farm Tim Gallegos
01.2025 - Current

Administrative Assistant

J&B Trailer World
11.2023 - 12.2025

Bilingual Bank Teller

Wells Fargo
11.2022 - 08.2023

Closing Coordinator

Guaranteed Rate
03.2021 - 09.2022

Mortgage Loan Processor

WAFD
02.2020 - 02.2021

Associates Of Applied Science -

Central NM Junior College

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