JEFFREY L. CHAVEZ-SIMMS
Claremont,CA
Summary
Results-oriented loan processing expert with strong customer service skills and Spanish fluency. Proven ability to streamline operations and enhance member satisfaction.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Consumer Loan Specialist
RIZE Federal Credit Union (Formerly SCE FCU)
Irwindale, USA
06.2021 - 06.2026
- Developed standard operating procedures for leasing department to enhance operational efficiency.
- Maintained and serviced accounts for leased vehicles throughout term of agreement
- Assisted lending center departments with real estate, loan origination, loan administration, and DMV services during absences and peak volumes.
- Assisted loan consultants with administration of real estate, indirect lending, and DMV titling.
- Streamlined processes through collaboration with various departments, improving overall workflow.
- Utilized consumer lending expertise to enhance member service and effectively resolve inquiries.
Loan Processor II
SCE Federal Credit Union
Irwindale, USA
07.2019 - 06.2021
- Reviewed and prepared loan packages and documentation to ensure compliance with underwriting guidelines and policies.
- Verified accuracy of loan information.
- Coordinated delivery of loan packages to members and branches via mail or courier.
Loan Processor
Network Capital
Irvine, USA
09.2016 - 04.2017
- Guaranteed on time closing by completing all required pre-closing steps; preparing file for closer within required performance standards.
- Processed residential loan applications to ensure timely review and approval.
- Communicated with consumers to collect necessary documents and prepare files for loan closing.
- Review all documents retrieved against those requested, analyze for accuracy and/or errors.
Assistant Branch Manager
Advance America
Baldwin Park, USA
10.2013 - 09.2016
- Led and supervised small team of retail employees, delegating tasks and managing schedules to optimize workflow.
- Oversaw daily operations of retail business, ensuring efficiency and customer satisfaction.
- Facilitated client applications and closures for consumer loans and money services, enhancing client experience.
Education
Bachelor's Degree - Business Admin/International Business
Dominican University of California
San Rafael, CA01-2009
Skills
- Loan processing
- Customer service
- Spanish fluency
- Computer & office proficiency
- Excellent communication
- Oral and written skills
- Results-oriented focus
- Ability to work independently
- Energetic work ethic
- Personable & outgoing
Certification
- Licensed Life & Health Agent
- MLO Mortgage Loan Originator
Languages
Spanish
Professional
Timeline
Consumer Loan Specialist
RIZE Federal Credit Union (Formerly SCE FCU)
06.2021 - 06.2026
Loan Processor II
SCE Federal Credit Union
07.2019 - 06.2021
Loan Processor
Network Capital
09.2016 - 04.2017
Assistant Branch Manager
Advance America
10.2013 - 09.2016
Bachelor's Degree - Business Admin/International Business
Dominican University of California