Detail-oriented Loan Processor and Member Service Representative with extensive experience in customer interactions, transaction processing, and issue resolution. Proficient in application review, data verification, and document preparation for underwriting. Strong skills in data entry, compliance, and maintaining high-quality service standards, bringing reliability and efficiency to all tasks.
Hi, I’m
Jazzlyn Casas
San Antonio,TX
Summary
Overview
3
years of professional experience
Work History
River City Federal Credit Union
Loan Processor
2021.12 - Current (2 years & 9 months)
Job overview
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
- Generated and handled multiple loan applications in a timely manner.
- Scanned files and ensure proper documentation is uploaded to files correctly.
- Responsible for providing daily reports to senior underwriters.
River City Federal Credit Union
Member Service Representative
2021.03 - 2021.12 (9 months)
Job overview
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Handle incoming and outgoing calls in a professional manner and able to answer diverse concerns and resolve issues.
- Handle all incoming and out going mail in a timely manner and place into proper filings.
- Responsible for signing any income and outgoing deliveries for branch operations.
- Cross-trained and provided backup support for organizational leadership.
Education
San Antonio College San Antonio
Associate of Science from Business
06.2018
University Overview
Skills
- Data Entry
- Teamwork and Collaboration
- Credit Reports
- Application Review
- Proficient in Microsoft word, Excel and Outlook
- Excellent Knowledge of photocopy and fax machine
- Outstanding written and oral communication and following procedure
- Excellent attention to detail and time management
- Proficient organizational skills and ability to follow assigned task
Timeline
Loan Processor
River City Federal Credit Union
2021.12 - Current (2 years & 9 months)
Member Service Representative
River City Federal Credit Union
2021.03 - 2021.12 (9 months)
San Antonio College
Associate of Science from Business
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