Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
3
3
years of post-secondary education
31
31
years of professional experience
Work History
Credit Analyst
Soarion Federal Credit Union
SAN ANTONIO, TX
08.2024 - Current
Analyzed credit applications to assess borrower risk and creditworthiness.
Evaluated financial documents to ensure compliance with lending policies.
Collaborated with loan officers to streamline loan processing workflows.
CONSTRUCTION LOAN ADMINISTRATOR
TRIAD FINANCIAL SERVICES
07.2022 - 08.2024
Managed the entire construction process and carried loans to funding.
Sent accurate documents to dealers and borrowers for signature collection.
Prepare and send accurate documents to dealer and borrower for required signatures.
Communicated with partners, retailers, and third-party vendors to support borrowers in completing the construction loan process.
Ensure files are properly directed to assigned investors with stated SLAs.
Evaluate property appraisals to ensure accuracy and appropriateness relative to loan.
Assist loan processors and marketing for complete loan closing and funding procedures.
Request conversion process within Encompass/ MSP servicing platform.
Requested funds from accounting to complete modification and assignment recordings.
CHATTEL LOAN PROCESSOR & AUDIT/FUNDER
CREDIT HUMAN FEDERAL CREDIT UNION
04.2019 - 07.2022
Ensured quality output of manufactured home loan documents and funded loans through meticulous review processes.
Ensured accuracy of manufactured home loan documents and funded loans.
Delivered services to internal and external business partners promptly, prioritizing deadlines and responsiveness.
Ensured high-quality customer service to meet client needs.
OPERATION/PLANNING MANAGER
CHRISTOPHER CONTRACTING
09.2007 - 01.2019
Established and maintained project files, managed nine employees, compiled and prepared company budget and payroll, and oversaw collection of accounts and expenses to ensure financial accuracy.
Assisted in creating proposals, statements, credits, and invoices for customers and vendors to streamline billing processes.
Investigated and resolved customer disputes to enhance client satisfaction and maintain positive relationships.
Facilitated the processing of city permits, judgements and liens for residential, commercial and manufactured homes.
Performed clerical and technical duties to analyze, evaluate, and improve processes for compliance with Graduate Medical Education Standards for Accreditation and Department of Defense.
Maintained program data and documents, conducted program data review and analysis, prepared reports, and recommendations.
Coordinated meetings, prepared correspondence, received incoming calls, and greeted visitors to facilitate effective program communication.
Assembled and maintained patients' medical records, verified correct patient identification and reviewed records for completeness of documentation.
Transcribed physicians' orders for nursing staff.
Facilitated communication between healthcare providers and Spanish-speaking patients to ensure understanding of medical information.
Honored with Civilian of the Quarter title three times for exceptional contributions to the team.
Achieved annual nominations for exceptional contributions and performance within the team.
Recognized for maintaining 100% adherence to customer service protocols and guidelines.