Janae Zamora
Dallas,Texas
Summary
Knowledgeable Finance & Insurance Manager with proven history in managing Commercial Loan applications. Support clients with knowledgeable counseling and support through all processes. Match applicants to correct products based on financial eligibility and risk levels.
Overview
16
16
years of professional experience
Work History
Finance & Insurance Manager
Arrow Truck Sales
Dallas
2015.05 - 2023.09
- Verified completeness, accuracy and integrity of loan agreement
- Supported applicants throughout the process, including obtaining information for applications and assisting with forms
- Assisted clients in selecting optimal loan products by explaining rates and terms
- Offered informed recommendations balancing needs and eligibility of applicants against program availability
- Educated clients on barriers to loan qualification
- Maintain a satisfactory yield on Financial Contracts with Captive.
Accounts Payable Administrative Assistant
Arrow Truck Sales
Dallas
2008.03 - 2015.05
- Organized and updated file systems, keeping records easily retrievable
- Maintained accurate, compliant accounts, inputting new transactions each day
- Managed all incoming and outgoing mail, packages and correspondence
- Offered professional first impression to visitors and callers and gave knowledge assistance
- Delivered range of basic and advanced clerical support for daily and special project needs
- Ordered, dispensed and organized office supplies for team use
- Maintain customer/manager schedule through shared calendar.
Education
Texas Tech University
01.2000
Skills
- Customer Focus
- Underwriting Support
- Application coordination
- Financial history review
- Loan approval
- Microsoft office proficient
Timeline
Finance & Insurance Manager
Arrow Truck Sales
2015.05 - 2023.09
Accounts Payable Administrative Assistant
Arrow Truck Sales
2008.03 - 2015.05
Texas Tech University
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