Isaiah Rivera
Santa Ana,CA
Summary
Critical thinker and skilled problem solver with excellent written, verbal, and team communication abilities. Strong interpersonal and presentation skills complemented by exceptional attention to detail and organizational expertise. Proven ability to perform effectively under pressure and independently. Proficient in Microsoft Office applications and fluent in Tagalog.
Overview
5
5
years of professional experience
Work History
Mortgage Servicing Specialist
AdvantageFirst Lending
Lake Forest, CA
11.2025 - Current
- Managed mortgage account inquiries, providing timely resolutions and enhancing customer satisfaction.
- Processed loan payments and adjustments, ensuring accuracy and compliance with company policies.
- Coordinated escrow analysis and disbursements, maintaining detailed records for audits.
- Assisted in implementing process improvements to streamline mortgage servicing workflows.
- Collaborated with cross-functional teams to resolve complex mortgage servicing issues effectively.
- Improved customer satisfaction levels with timely and accurate resolution of inquiries, addressing concerns pertaining to mortgage payments, escrow accounts, and taxes.
Junior Loan Processor
AdvantageFirst Lending
Lake Forest, CA
08.2025 - 11.2025
- Processed loan applications with attention to detail, ensuring compliance with industry regulations.
- Identified potential issues in loan applications and recommended solutions to improve processing time.
- Collaborated with team members to enhance operational procedures and reduce processing errors.
- Identified potential issues within the loan pipeline early on, allowing for proactive resolution before impacting deadlines or client satisfaction.
- Coordinated communication between borrowers, underwriters, and loan officers to streamline workflows.
- Assisted in maintaining accurate loan files and updated tracking systems for efficiency.
Sr. Banking Operations Specialist
City National Bank
Los Angeles, CA
03.2024 - 08.2025
- Streamlined account reconciliation processes, enhancing accuracy and reducing processing time.
- Developed training materials for new staff, improving onboarding efficiency and knowledge retention.
- Managed daily transaction processing, ensuring compliance with banking regulations and internal policies.
- Collaborated with cross-functional teams to implement system upgrades, optimizing operational workflows.
- Facilitated clear communication between departments to resolve issues promptly and foster team collaboration.
- Facilitated information flow between clients and internal teams regarding returned items to ensure transparency and accountability.
- Monitored and analyzed duplicate check entries for discrepancies and signs of fraud, ensuring data integrity.
Document Services Associate
Pacific Premier Bank
Irvine
01.2024 - 02.2024
- Verified and indexed customer documents to support efficient processing and record-keeping.
- Processed and indexed 14,000 documents in one month, clearing the team’s backlog and enhancing overall operational productivity.
Operations Support Coordinator I - Imaging
American Advisors Group
Irvine, CA
03.2021 - 11.2023
- Organized and indexed physical and digital (e-signed) applications to ensure accurate filing and efficient retrieval.
- Ensured accurate and timely processing of borrower documents by managing incoming mail and digital correspondence via Outlook
- Supported document indexing processes for Wholesale and Correspondent loans, contributing to streamlined file management and timely loan processing.
- Performed accurate alphabetical filing of physical records, supporting compliance and administrative efficiency.
- Handled outbound document shipments to borrowers, maintaining tracking and delivery records.
- Led training sessions on indexing Wholesale and Correspondent loans and facilitated onboarding for new hires in mail handling and application processing procedures.
Education
High School Diploma -
PAREF Southridge School for Boys
Skills
- Paperwork Management
- Inventory Monitoring
- Document Review
- Discrepancy and Research Resolution
- Interpersonal Communication
- Customer Service
- Data entry
- Sorting and filing
- Attention to detail
- Written communication
Accomplishments
- Top Producer at American Advisor's Group from April 2022 - September 2022.
- Selleck's Choice Award winner for June 2022.
Awards
- Top producer from April 2022 - September 2022
- Employee of The Month in the month of June 2022
Languages
Tagalog
Native or Bilingual
English
Native or Bilingual
Timeline
Mortgage Servicing Specialist
AdvantageFirst Lending
11.2025 - Current
Junior Loan Processor
AdvantageFirst Lending
08.2025 - 11.2025
Sr. Banking Operations Specialist
City National Bank
03.2024 - 08.2025
Document Services Associate
Pacific Premier Bank
01.2024 - 02.2024
Operations Support Coordinator I - Imaging
American Advisors Group
03.2021 - 11.2023
High School Diploma -
PAREF Southridge School for Boys