Summary
Overview
Work History
Skills
Timeline
Generic

Martha Garza

Tulare,CA

Summary

enthusiastic and well-organized with a solid background. Strong points are hardworking and a multi-tasker with solid telephone, data entry and documentation skills. Experienced in working under a high-pressure environment which has taught me how to quickly adapt to an array of procedures and guidelines. believe in my ability to complete a task no matter how complicated or difficult it could be.

Overview

19
19
years of professional experience

Work History

Loan Officer Assistant

Motif Mortgage-Visalia, CA
05.2023 - Current
  • Set up files & Trigger File, Disclosure request, Contact customer (borrower), Collect proper documentation from client for pre-qualification process, Work on hit list & Approval Conditions, Set up signing appointments with escrow, work on funding conditions, Marketing-Open house flyers and promotional flyers for realtor agents
  • Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
  • Answered inquiries and provided superior customer service to clients.
  • Communicated with customers daily to request information and complete paperwork.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Streamlined communication channels between clients, Loan Officers, and underwriters to ensure timely updates and efficient information sharing.
  • Improved turnaround times for loan applications through effective prioritization and proactive problem-solving techniques.

Loan Officer Assistant

Country Club Mortgage-Visalia, CA
04.2015 - 05.2023
  • Set up files & Trigger File, Disclosure request, Order appraisals, Order verification of employment & transcripts, Contact customer (borrower), Work on hit list & Approval Conditions, Set up signing appointments with escrow or at office, work on funding conditions, Separate loan documents, Contact agents
  • Reduced processing times, organizing and prioritizing loan applications based on urgency and complexity.
  • Assisted in development of loan packages tailored to clients' financial situations, enhancing customer satisfaction.
  • Improved client satisfaction, promptly addressing inquiries and concerns throughout loan process.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Verified credit histories, personal references and employment backgrounds for each applicant.

Claims Biller

Western Dental Services
11.2005 - 04.2015
  • Checked insurance eligibility by making appropriate phone calls and conducting research on services rendered.
  • Kept all patient information secure and confidential.
  • Executed billing tasks and recorded information in company databases.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.
  • Determined proper codes for medical records and patient services.
  • Provided exceptional customer service in handling billing inquiries, resolving disputes promptly and professionally.
  • Conducted regular audits of billing records, identifying issues and implementing corrective actions.

Skills

  • Bilingual
  • Multitask
  • Outlook
  • Leadership
  • Great Communication
  • Strong Work Ethics
  • Fast learner
  • File Processing
  • Financial analysis aptitude
  • Data Entry
  • Microsoft Office
  • Data Collection
  • Computer Savvy
  • Attention to Detail
  • Reliability

Timeline

Loan Officer Assistant

Motif Mortgage-Visalia, CA
05.2023 - Current

Loan Officer Assistant

Country Club Mortgage-Visalia, CA
04.2015 - 05.2023

Claims Biller

Western Dental Services
11.2005 - 04.2015

Similar Profiles

CREATE PROFILE
Martha Garza