JENNIE BELTRAN
Houston,TX
Summary
Detail-oriented Customer Service and Operations Professional with 25 years of experience in high-volume environments. Expertise in managing accounts, performing data entry, and maintaining accurate records. Capable of prioritizing tasks, resolving issues, and meeting deadlines in remote, fast-paced settings. Skilled in Microsoft 365 and various customer and workflow management systems.
Overview
9
9
years of professional experience
Work History
Mortgage Loan Processor
Pacific Shoreline Funding
Irvine, CA
03.2018 - Current
- Collected, verified, and organized sensitive documentation, including income, assets, credit, and employment information.
- Reviewed and updated customer and account information to ensure accuracy, completeness, and proper documentation.
- Communicated with borrowers, loan officers, underwriters, and third-party providers to resolve discrepancies and obtain required information.
- Monitored files and workflow activities using Arrive, LendingPad, Calyx, Encompass, and Trello to track status and follow up on outstanding items to meet critical deadlines.
- Reviewed, entered, and updated customer and account information to ensure files were accurate, complete, and properly documented.
- Organized electronic records and ensured documentation was complete and accessible throughout the process.
- Trained junior processors and helped improve workflow processes to increase efficiency and reduce turnaround times.
Auto Claims Adjuster
ACSC
Riverside, CA
08.2023 - 08.2026
- Delivered responsive, professional support to policyholders, repair facilities, and partners by addressing inquiries and clarifying claim processes and next steps.
- Reviewed and updated customer, claim, coverage, and loss information to ensure records were accurate, complete, and current.
- Investigated customer issues by gathering information, reviewing documentation, and analyzing claim details to support timely and accurate resolutions.
- Investigated customer issues by collecting information, reviewing documentation, and analyzing claim details, ensuring timely and accurate resolutions.
- Collaborated with internal teams and external partners to resolve outstanding issues and keep cases moving toward completion.
- Coordinated with internal teams and external partners to resolve outstanding issues and expedite case progression.
- Reason for leaving: Relocated to Texas.
Education
High School Diploma -
Mira Costa College
Oceanside, CA01-2010
Skills
- Account & Data Management
- File documentation
- Data management
- CRM & Workflow Systems
- Payment & Transaction Processing
- Loan processing
- High-volume correspondence
- Client & Customer Support
- Microsoft Office
- Remote collaboration
Timeline
Auto Claims Adjuster
ACSC
08.2023 - 08.2026
Mortgage Loan Processor
Pacific Shoreline Funding
03.2018 - Current
High School Diploma -
Mira Costa College