Jaimee Napoli
Melissa,TX
Summary
Reliable Loan Support Specialist with experience in supporting loan processes, managing loan documentation and ensuring compliance with regulatory standards. Strengths include strong analytical skills, problem-solving abilities and knowledge of financial systems. Previous roles have demonstrated ability to improve operational efficiency and contribute to team-oriented environments for successful loan management.
Overview
16
16
years of professional experience
Work History
Loan Support Specialist
Neighborhood Credit Union
Dallas, TX
10.2020 - Current
- Assisted in the development of strategies aimed at improving the efficiency of the loan process.
- Maintained accurate records of all loans in database system for future reference.
- Provided assistance in resolving complex customer issues related to loans or payment plans.
- Reviewed applications for lien releases, transfers, and corrections on titles.
- Compiled and submitted title-related documents to local government offices for recording and filing.
- Verified that all required documentation was included with title submissions.
- Provided customer service support related to titling questions or concerns.
- Offered support to customers and various departments in addressing queries pertaining to titles or the process of acquiring them.
- Ensured accurate completion of all pending title work through regular updates on Excel spreadsheets.
- Handled processing of total loss claims for auto loans.
Personal Banker
First Convenience Bank
Frisco, TX
04.2020 - 09.2020
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Facilitated resolution of customer disputes in a fair manner while protecting the interests of the bank.
- Advised customers on various financial products available from the bank.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Responded promptly to customer emails, phone calls and requests for information.
- Maintained accurate records of all transactions conducted throughout the day.
- Cross-sold banking products such as credit cards, loans and investments.
- Examined checks for endorsements to verify legality of documents.
- Maintained and built strong client relationships through quality, personalized interactions.
Banquet Server/ Dining & Cocktail Server
Lighthouse Bar & Grill
Canyon Lake, CA
07.2018 - 03.2020
- Set up stations for serving meals according to established guidelines.
- Assisted in the setup and breakdown of banquet tables, chairs, linens, and other equipment.
- Carried trays of food items from kitchen to dining areas.
- Organized payment transactions accurately while providing excellent customer service.
- Maintained cleanliness of work area throughout shift including tables, chairs and floors.
- Delivered friendly and efficient service to enhance guests' dining experiences.
- Well-versed in menu items, equipped to provide dietary and allergy recommendations.
- Efficiently managed and served at grand banquets for city councils, weddings, and various events while maintaining a professional demeanor.
- Demonstrated ability to effectively work in a fast-paced environment.
Server
Karl Strauss Brewing Company
Temecula, CA
07.2014 - 06.2017
- Stayed informed about daily specials, new menu items, promotions.
- Handled money transactions accurately while following company procedures for handling cash payments.
- Responded efficiently to guest inquiries and complaints in a professional manner.
- Collaborated with other restaurant staff members to ensure efficient operations within the restaurant environment.
- Performed opening and closing duties such as setting up the dining area, restocking supplies.
- Communicated effectively with kitchen staff regarding customer allergies or special requests.
- Ensured that each guest was served courteously, quickly, and efficiently.
- Accurately recorded orders on cash register and point-of-sale system.
- Assisted in training new servers.
- Operated POS terminals to input orders, split bills and calculate totals.
- Promoted desserts, appetizers, and specialty drinks to optimize sales.
Teller
Wells Fargo & Company
Riverside, CA
11.2008 - 02.2013
- Provided exceptional customer service while accurately processing routine transactions.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Answered customer inquiries regarding bank products and services.
- Performed daily reconciliation of teller drawer within established limits.
- Cross-sold additional bank products when applicable to meet customer needs.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
- Maintained confidentiality of all customer records and information according to company policies.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Processed wire transfers for customers both domestically and internationally.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
Education
High School Diploma -
Mira Loma Christian School
Riverside CA06-2007
Skills
- Time management proficiency
- Strong analytical skills
- Sales and marketing aptitude
- Data Entry
- Loan processing expertise
- Attention to Detail
- Adaptability
- Title Research
- Title Examination
Timeline
Loan Support Specialist
Neighborhood Credit Union
10.2020 - Current
Personal Banker
First Convenience Bank
04.2020 - 09.2020
Banquet Server/ Dining & Cocktail Server
Lighthouse Bar & Grill
07.2018 - 03.2020
Server
Karl Strauss Brewing Company
07.2014 - 06.2017
Teller
Wells Fargo & Company
11.2008 - 02.2013
High School Diploma -
Mira Loma Christian School