Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Iliana Martinez

Round Rock,TX

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

13
13
years of professional experience

Work History

Consumer Lending Processor

Amplify Credit Union
03.2021 - 10.2023
  • Receive and review consumer loan applications submitted by customers.
  • Collected and compiled paperwork such as titles, insurance paperwork, Purchase Orders, paystubs/tax statements, insurance.
  • Evaluate credit reports, income verification, and other financial documents.
  • Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
  • Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
  • Address inquiries and concerns from applicants regarding the loan process.
  • Sold Extended Warranty & GAP products
  • Consulted with Dealerships to identify and resolve loan closing issues.
  • Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.

Telephone Banking Specialist

Amplify Credit Union
06.2019 - 03.2021
  • Investigated and resolved account issues by offering applicable options to customers.
  • Presented products and services to customers using in-depth knowledge to answer questions.
  • Maintained friendly and professional customer interactions.
  • Assisting customers with account-related inquiries, such as balance inquiries, transaction details, and account maintenance.
  • Monitored and verified suspicious activity on customer accounts.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Referred customers to other banking departments for specialized services.

Email Banker

JPMorgan Chase
03.2012 - 06.2019
  • Educated customers on features and benefits of banking products and services.
  • Respond to customer emails promptly and professionally, addressing inquiries, concerns, and providing necessary information.
  • Develop a deep understanding of the company's products or services to provide accurate information and assistance to customers.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Provided advice on different bank products and financial options.
  • Assisted customers with banking needs and inquiries.
  • Performed account maintenance by closing out accounts and changing customer addresses.

Telephone Banking Specialist

JPMorgan Chase
01.2011 - 03.2012
  • Investigated and resolved account issues by offering applicable options to customers.
  • Presented products and services to customers using in-depth knowledge to answer questions.
  • Assisted customers with banking needs and inquiries.
  • Educated customers on online banking and mobile banking applications.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Referred customers to other banking departments for specialized services.
  • Processed applications for new accounts.

Education

High School Diploma -

Community Charter Early College High School
Los Angeles, CA
06.2008

Skills

  • Customer Service
  • Communication Skills
  • Bilingual
  • Problem-Solving Abilities
  • Conflict Resolution
  • Computer Proficiency
  • Active Listening

Languages

Spanish
Native or Bilingual

Timeline

Consumer Lending Processor

Amplify Credit Union
03.2021 - 10.2023

Telephone Banking Specialist

Amplify Credit Union
06.2019 - 03.2021

Email Banker

JPMorgan Chase
03.2012 - 06.2019

Telephone Banking Specialist

JPMorgan Chase
01.2011 - 03.2012

High School Diploma -

Community Charter Early College High School

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Iliana Martinez