Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

ISABELLA LOPEZ

San Diego,CA

Summary

Experienced financial services professional with over 8 years in loan processing, underwriting, and quality assurance. Proven ability to manage high-volume loan documentation, ensure regulatory compliance, and enhance operational efficiency. Recognized for cross-functional collaboration and mentoring that improves team performance. Exceptional attention to detail, data accuracy, and commitment to customer satisfaction.

Overview

11
11
years of professional experience

Work History

Senior Loan Processor

Mulligan Funding, LLC
06.2022 - 04.2025
  • Processed and organized over 700+ client/business documents monthly, including credit reports and financial statements, ensuring compliance with lending practices and achieving a daily record of 65 applications processed.
  • Contributed to Mulligan Funding's securitization efforts, facilitating the successful acquisition of $220 million in investor capital across two asset-backed transactions.
  • Serve as a liaison between sales, underwriters & borrowers, providing updates on application statuses, clarifying information, retrieving documentation, and ensuring a smooth loan processing experience.
  • Review entered data by comparing it to source documents, identify discrepancies, and make necessary corrections to ensure data integrity, safeguarding confidential information.
  • Effectively mentored an employee, leading to a 75% increase in daily application processing-from 20 to 35 applications-demonstrating significant improvement in KPI's.

SR Quality Assurance Analyst

Rivo Holdings, LLC
09.2019 - 06.2022
  • Entered and managed data in digital systems, ensuring compliance with company policies and regulatory standards by overseeing CRM, ERP, UI, and CX activities, documenting test cases and defect logs, and coordinating quality assurance processes to uphold system integrity and operational efficiency.
  • Enhanced data visualization and decision-making by 30% through the development and maintenance of Excel charts tailored to diverse project needs, providing actionable feedback to streamline workflows and improve process efficiency.
  • Led cross-functional initiatives using statistical analysis to resolve quality issues, achieving a 40% performance boost, and mentored junior team members to ensure timely project completion.
  • Regularly listen to live or recorded calls to assess agent adherence to scripts, communication skills, problem-solving abilities and audit loan applications, collaborate with training departments to design programs addressing identified skill gaps.

Loan Underwriter

Rivo Holdings, LLC
08.2018 - 09.2019
  • Conducted comprehensive financial analyses of 150+ personal loan applications, including income and bank statements, to assess borrower financial status and determine loan eligibility.
  • Ensured strict adherence to federal, state, and local regulations, as well as internal company policies, by verifying that all loan applications met legal and ethical lending standards.
  • Developed tailored pricing strategies for diverse personal loan products, utilizing advanced forecasting models to align with individual client needs and market dynamics.
  • Collaborated effectively with loan specialists/sales and management to gather necessary documentation, clarify uncertainties, and facilitate the smooth progression of loan funding, while maintaining accurate records and safeguarding confidential information.

Loan Processing Specialist

Rivo Holdings, LLC
01.2017 - 08.2018
  • Set a new benchmark by making over 200 proactive outbound calls daily, enhancing client engagement by educating them on financial obligations, repayment plans, closing process and assisting them in understanding loan terms to promote informed financial decisions.
  • Honored with the "$50K Club" award and commemorative plaque for securing $50,000 in small personal loan fundings within a single month.
  • Serves as a point of contact for clients with exceptional customer service throughout the loan application process, coordinating with management and underwriters to ensure a smooth workflow.
  • Managed and store 50+ loan applications/documentation, coordinating with clients and teams to communicate statuses, requirements, and products, resolving issues promptly to ensure exceptional service.

Solutions Sales Specialist

Cox Communications
10.2014 - 12.2016
  • Surpassed 15+ monthly sales targets, consistent top performer by employing strategic sales techniques and a customer-centric approach in a high-volume, fast-paced environment.
  • Cultivated and maintained strong, long-lasting customer relationships, fostering trust and loyalty through personalized service and effective communication; addressed in-person inquiries, identifying and resolving issues by interpreting and explaining complex information.
  • Managed 100+ end-to-end sales processes, from initial contact to contract signing, ensuring a seamless customer experience and adherence to company policies.

Education

High School Diploma - English

Mark Twain High School
San Diego, CA

Skills

    Financial risk assessment Reviewing reports and documents Financial analysis Conflict resolution expertise Interdepartmental teamwork C-suite proposal development Team leadership skills Solution Selling & Relationship-Based Sales Pricing strategy evaluation Clear and concise communication Skilled in prioritizing tasks Loan processing proficiency Processing Procedures Strong Attention to Detail

    Technical Skills: Adobe Creative Suite, G-Suite, various ERP, CX, LOS & CRM Software, Google Docs, Google Suite, DocuSign, User Interface (UI), SaaS, Instant Messaging Platforms, SharePoint, Cloud based Software, Microsoft Office Suite: Word, Excel, Outlook, PowerPoint, Teams, Windows

Accomplishments

  • Contributed to Mulligan Funding's securitization efforts, facilitating the successful acquisition of $220 million in investor capital across two asset-backed transactions.
  • Streamlined processes to boost efficiency by up to 40%.
  • Earned “$50K Club” award for securing $50,000 in personal loan fundings within a single month, setting a company record.
  • Effectively mentored an employee, leading to a 75% increase in daily application processing.

Timeline

Senior Loan Processor

Mulligan Funding, LLC
06.2022 - 04.2025

SR Quality Assurance Analyst

Rivo Holdings, LLC
09.2019 - 06.2022

Loan Underwriter

Rivo Holdings, LLC
08.2018 - 09.2019

Loan Processing Specialist

Rivo Holdings, LLC
01.2017 - 08.2018

Solutions Sales Specialist

Cox Communications
10.2014 - 12.2016

High School Diploma - English

Mark Twain High School

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