Lupita Martinez
Summary
Results-oriented Loan Processor highly effective at coordinating documents and processes between departments. Work well with people to complete loan packages. Adept at building loyalty and trust between bank and customer.
Overview
4
4
years of professional experience
Work History
Debit Card Specialist
Prosperity Bank
04.2022 - Current
- Followed all company policies and procedures to deliver quality work.
- Improved customer satisfaction through proactive problem-solving and efficient complaint resolution.
- Collaborated with teams to achieve project goals on time.
Loan Processor
Plains Capital Bank
11.2021 - 04.2022
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Handled any conditions sent from underwriting departments.
- Acquired management approval for small business and commercial loans.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Checked packages for appropriate documentation.
- Set up and completed loan submission packages.
Education
Certification - Dental Assistant
Lubbock Dental Assistant School
Lubbock, TX12.2017
High School Diploma -
Denver City High School
Denver City, TX05.2017
Skills
- Communication
- Leadership
- Visual/fast learner
- Teamwork and Collaboration
- Organization
Languages
Spanish/ English
Additional Information
Fred Loya Insurance 01-08-2019 to 9-12-2021
Timeline
Debit Card Specialist
Prosperity Bank
04.2022 - Current
Loan Processor
Plains Capital Bank
11.2021 - 04.2022
Certification - Dental Assistant
Lubbock Dental Assistant School
High School Diploma -
Denver City High School
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