Jamie Lobos Martinez
Rialto,United States
Summary
Bringing over 8 years experience in providing exceptional customer service and over 4 years experience providing administrative support for executive mortgage loan officer. Adept in increasing productivity and relieving workloads of managerial staff. Exceptional organization, time management, and problem solving.
Overview
5
5
years of professional experience
Work History
LO-Member Service Representative
1st Valley Credit Union
08.2022 - 03.2024
- Provide excellent customer service, member education, and open new member checking, savings, and IRA accounts
- Take applications, process and fund all loans (Auto, Personal, and Mortgage)
- Process transfer of titles, lien releases, and all title work for all auto loans on personal pipeline
- Properly invoice DMV title fees
- Enter data & prepare mail checks for auto dealerships, members, and/or title company's
- Promoted credit union loan & account products and services
- Supported an efficient production system in a fast-paced environment by accurately processing new applications
- Ensured quality service and addressed and resolved all customer issues efficiently as possible
- Follow up with members in a timely manner in relation to their loan process
- Performed as bank teller when needed
- Request verification's of employment from employers as part of the qualifying process
- Analyzed financial data such as income, assets, and debts to determine loan eligibility and repayment plans.
- Operated in dynamic, high-volume environments to provide skilled assistance to more than 50 customers each day.
Senior MLO Assistant
Flagstar Bank
04.2019 - 08.2022
- Managed high-volume loan pipeline and obtained necessary documents successfully for MLO to meet closing's & Initiated communication with realtor's, escrow officers and, appraisers to order necessary reports and purchase contracts
- Responsible for providing high-level administrative support to the Senior Mortgage Loan Officer (MLO) by managing their calendar, arranging meetings, and preparing agendas
- Acted as the first point of contact for the borrowers via phone calls and email and ensured updates through every step of the loan process and service
- Developed and maintained relationships with borrowers, lenders, and other stakeholders
- Provided administrative and clerical support, including data entry, filing, photocopying, and scanning
- Drafted correspondence and created reports for MLO.
Education
Highschool Diploma -
Bloomington High School
05.2012
Skills
- Microsoft Office
- Adaptability
- Communication Skills
- Customer Service
- Ability to Work in a Team
- Problem Solving
- Payment Acceptance
Details
Rialto, United States, 909-772-4528, jloly11@gmail.com
Languages
Spanish
Native or Bilingual
Timeline
LO-Member Service Representative
1st Valley Credit Union
08.2022 - 03.2024
Senior MLO Assistant
Flagstar Bank
04.2019 - 08.2022
Highschool Diploma -
Bloomington High School