Irene Sanchez
Poth
Summary
Accomplished manager specializing in loan processing, risk assessment, and client engagement. Demonstrated success in meeting delinquency and volume targets while maintaining compliance and strengthening customer relationships.
Overview
24
24
years of professional experience
Work History
Manager
Excel Finance
Floresville
04.2014 - Current
- Achieved monthly delinquency and volume goals consistently.
- Reviewed loan applications to determine eligibility for approval or denial.
- Conducted daily outreach and fieldwork to identify and engage delinquent customers.
- Processed personal loan applications and merchandise transactions, ensuring accuracy and compliance.
- Submitted daily reports to supervisor, both midday and end of day.
- Processed daily payments from online, in-office, and phone transactions.
- Facilitated sales of merchandise, including purses and televisions.
- Provided tax services to clients, enhancing financial management.
Manager
Toledo Finance
Cuero
09.2007 - 10.2012
- Managed monthly bill payments for company operations to maintain financial health.
- Monitored monthly goals related to volume and delinquency rates for performance tracking.
- Reviewed loan applications, determining approval or decline based on comprehensive risk assessment.
- Secured loans with titles, ensuring adherence to legal requirements for a compliant lending process.
- Conducted daily calls and fieldwork to engage clients, addressing inquiries and enhancing customer relationships.
CSR Sr. Assistant
Security Finance
Cuero
04.2002 - 09.2007
- Facilitated customer issue resolution through effective communication and problem-solving to improve client experience.
- Managed daily inbound and outbound calls, resolving client inquiries to enhance customer satisfaction.
- Processed loan applications, ensuring accuracy and compliance to support timely approvals.
Education
High School Diploma -
Sam Houston High School
Houston05-1992
Skills
- Loan processing
- Regulatory compliance
- Client engagement
- Customer relationship management
Timeline
Manager
Excel Finance
04.2014 - Current
Manager
Toledo Finance
09.2007 - 10.2012
CSR Sr. Assistant
Security Finance
04.2002 - 09.2007
High School Diploma -
Sam Houston High School