Haley Coley
Palm Harbor,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
LOAN COORDINATOR
HOMESIDE FINANCIAL
03.2021 - 12.2022
- Built strong relationships with customers by providing exceptional service throughout the entire loan process
- Answered customer inquiries involving rates, products and loan application status to provide quality customer service
- Reviewed loan agreements to verify completeness and accuracy
- Analyzed credit reports and other documents necessary for loan processing
- Analyzed applicants' financial status and credit and property evaluations to determine feasibility of granting loans
- Processed customer payments and negotiated payment arrangements for delinquent loans
- Handled customer complaints and took appropriate action to resolve them
- Updated credit and loan files.
- Improved customer satisfaction with timely status updates and transparent communications during the loan process.
- Expedited loan approvals by collaborating closely with underwriters to address concerns and provide necessary information.
PROCESSOR
VANTAGE POINT TITLE
03.2020 - 07.2021
- Processed loan applications, reviewed credit reports, and made loan decisions
- Analyzed credit report and financial scenarios, determining appropriate loan products for customers
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information
- Followed company safety standards by maintaining awareness of surroundings and exercising good judgment
- Processed customer orders and invoices, ensuring accuracy and timely delivery
- Cleaned work stations and floors to prevent dirt, grime and dust buildup
- Verified that all required documentation was received before submitting the file for final approval
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information
- Handled sensitive data in an accurate manner by following established security protocols
- Monitored loans within pipeline to prevent delays or interruptions
- Collected required documentation from applicants and followed up on missing items
- Ensured that were complete and accurate according to policy
- Stayed abreast of new types of loans, financial services, and products to better meet customers' needs.
SERVER
PAUL'S CHICAGO PIZZA
06.2018 - 11.2020
- Ensured proper presentation and preparation of food products and beverages in an appealing way
- Performed cashiering functions by closing checks and preparing end-of-day reports
- Build strong rapport with returning guests through friendly and professional service as willingness to accommodate special requests
- Greeted and accommodated guests, building positive experience from first interaction
- Utilized teamwork skills to collaborate effectively with kitchen staff during busy periods
- Used good communication skills to reduce guest dissatisfaction
- Memorized menu to help diners make informed meal choices
- Assisted with training of new staff members
- Provided excellent customer service by anticipating needs and responding promptly to requests
- Answered phones to take reservations or to-go orders
- Handled cash, credit card, and other payment transactions with accuracy
- Restocked restaurant supplies, utensils and menus to achieve consistent product availability
- Utilized POS software programs to accurately process orders and payments
SERVER
COUNTRYSIDE COUNTRY CLUB
04.2016 - 08.2018
- Clean and stock bar, wait stations, and main dining areas
- Extensively know the menu and appropriate wine pairings
- Set dining tables according to type of event and service standards
- Ensured proper presentation and preparation of food products and beverages in an appealing way
- Performed cashiering functions by closing checks and preparing end-of-day reports
- Build strong rapport with returning guests through friendly and professional service as willingness to accommodate special requests
- Greeted and accommodated guests, building positive experience from first interaction
- Utilized teamwork skills to collaborate effectively with kitchen staff during busy periods
- Used good communication skills to reduce guest dissatisfaction
- Memorized menu to help diners make informed meal choices
- Assisted with training of new staff members
- Provided excellent customer service by anticipating needs and responding promptly to requests
- Answered phones to take reservations or to-go orders
- Handled cash, credit card, and other payment transactions with accuracy
- Restocked restaurant supplies, utensils and menus to achieve consistent product availability
- Utilized POS software programs to accurately process orders and payments
- Effectively managed large parties by providing efficient, attentive service while ensuring accuracy with orders
Education
High School Diploma -
ENTERPRISE HIGH SCHOOL
06.2016
Skills
- Collateral Evaluation
- Loan Payoffs
- Funding Coordination
- Credit Analysis
- Mortgage Knowledge
- Pipeline Management
- Customer Service
- Loan Packaging
- Organizational Skills
- Attention to Detail
- Effective Communication
- Multitasking Abilities
Certification
Early learning
Contact - Summary
Organized and customer-focused individual skilled in assessing client needs and providing tailored loan solutions. Passionate about helping clients and providing exceptional customer service. Possesses strong organizational and time management skills, and able to work efficiently in fast-paced environments and handle multiple tasks simultaneously.
Timeline
LOAN COORDINATOR
HOMESIDE FINANCIAL
03.2021 - 12.2022
PROCESSOR
VANTAGE POINT TITLE
03.2020 - 07.2021
SERVER
PAUL'S CHICAGO PIZZA
06.2018 - 11.2020
SERVER
COUNTRYSIDE COUNTRY CLUB
04.2016 - 08.2018
High School Diploma -
ENTERPRISE HIGH SCHOOL
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