Proven to enhance client satisfaction and streamline operations, my tenure at Jefferson Financial Services showcased my adeptness in loan processing and exceptional customer service. Leveraging skills in file management and relationship building, I significantly contributed to expanding the customer base and improving document tracking efficiency, embodying professionalism and adaptability in high-stakes environments.
Overview
5
5
years of professional experience
Work History
Loan Officer Assistant
Jefferson Financial Services
03.2023 - 02.2024
Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
Answered inquiries and provided superior customer service to clients.
Communicated with customers daily to request information and complete paperwork.
Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Provided comprehensive administrative support to Loan Officers so they could focus on building relationships with clients and generating new business opportunities.
Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
Assembled important paperwork and disclosures for borrower.
Monitored key dates to obtain information by deadlines.
Helped loan officers in preparing repayment plans for timely processing.
Worked with Loan Officer to create application profile in system and review key information at various stages within process.
Maximized productivity within the team through efficient delegation of tasks among Loan Officer Assistants based on expertise levels.
Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
Verified credit histories, personal references and employment backgrounds for each applicant.
Corroborated on-time payments and meeting of loan terms by assessing customer accounts.
Calculated, reviewed and corrected errors on interest, principal and closing costs.
Server / Hostess
Texas Outlaw
10.2018 - 02.2023
Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
Served food and beverages promptly with focused attention to customer needs.
Worked with POS system to place orders, manage bills, and handle complimentary items.
Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Cultivated warm relationships with regular customers.
Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
Maintained a clean and orderly dining area for an enjoyable guest experience.
Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
Bussed and reset tables to keep dining room and work areas clean.
Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.
Assisted in training new hires, providing guidance on restaurant standards and best practices.
Maintained clean and organized dining areas to uphold restaurant hygiene standards.
Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
Supported colleagues during peak hours, fostering a collaborative work environment that enhanced overall productivity levels.
Set positive tone for entire dining experience as first point of contact for incoming guests.
Developed strong rapport with regular customers through genuine hospitality efforts leading to repeat business.
Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions.
Explained menu items and suggested appropriate options for food allergy concerns.
Coordinated with kitchen staff to ensure timely delivery of orders, resulting in satisfied customers.
Used slow periods to restock supplies, ice, trays, and delivery bags.
Adhered to proper food handling procedures and safety guidelines for the well-being of guests and team members alike.
Utilized communication practices with kitchen staff to deliver customer meals in timely manner.
Implemented effective communication strategies between front-of-house and back-of-house staff for streamlined operations.
Consistently met or exceeded performance goals related to sales targets, customer satisfaction ratings, and order accuracy.
Upsold high-profit items to enhance sales numbers.
Maximized table turnover rate by managing reservations and seating arrangements.
Learned and followed local alcohol laws to keep restaurant compliant with regulations.
Answered customers' questions, recommended items, and recorded order information.
Collected payment for food and drinks served, balanced cash receipts and maintained accurate cash drawer.
Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
Professional Year and Provisional Financial Advisor at Rebellis Financial Services and Reilly Financial ServicesProfessional Year and Provisional Financial Advisor at Rebellis Financial Services and Reilly Financial Services