Jonathan Alvarado
Burbank,CA
Summary
Motivated and friendly worker with a flexible schedule and willing to work weekends. Dependable and punctual with a clean driving record. Work collaboratively with team members and provide excellent customer service.
Overview
12
12
years of professional experience
Work History
Bilingual Intake Representative - Graveyard Shift
Wilshire Law Firm
Los Angeles, CA
12.2023 - Current
- Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard.
- Working with the firm’s intake management team to determine viability of potential cases.
- Being a closer, someone who can entice clients and relate with them to sign on with our firm.
- Deliver customized, targeted sales strategies to ensure monthly goals are met.
- Updating the firm’s database in a timely manner with accurate data.
- Uploading and sharing pertinent documents appropriately.
- Building strong rapport with potential clients and vendors.
Credit Union Operations Representative
USC Credit Union
Los Angeles, CA
01.2023 - 12.2024
- Reviews/Processes ACH transactions
- Processes share draft exceptions, which includes return items, Fed adjustments, legal orders, levies and subpoenas
- Processes payroll deduction
- Processes Debit Card/Reg. E disputes and fraud claims, completes daily debit card settlement
- Completes ATM/FSCC daily settlement for all systems/vendors (CO-OP, FSCC, ANI)
- Processes MasterCard disputes and fraud claims, completes daily credit card settlement
- Completes daily mail, return deposit items and member correspondence
- Completes and reconciles electronic services daily reports (mobile deposits, bill pay and online banking)
Closing Coordinator
Athas Capital Group Inc
01.2022 - 01.2023
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs
- Set up, stored and updated customer files, department records and regulatory paperwork
- Collaborated with lenders, agents and legal professionals to resolve transactional and title issues
- Revising documentation with Doc Drawers and Underwriting Department that is needed to complete each file
- Contacted appropriate agencies to complete searches, order records and obtain documents
- Validated and audited final signed documents in accordance with state, county and investor guidelines
- Prepared closing disclosures, post-closing records and disbursements
- All while coordinating with pipeline, being point of contact and determining urgency within files
- Handled as many as 300+ closing files each month by effectively organizing, multitasking and prioritizing closing work.
Business Specialists
Wells Fargo
06.2013 - 07.2021
- Perform customer and account services on business accounts
- Assisted business owners in finding resources that would benefit their business
- Taking time to understand customers' concerns and interest in what their ultimate goal is for their business
- Bank operations and coaching with fellow team members
- Assisted online banking by working remote and assisting customers through phone bank during Covid19 outbreak
- Assist teller by cash handling and doing basic customer transactions
- Conducted interviews with key business users to collect information on business processes and user requirements
- Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
Education
High School Diploma -
John F Kennedy High School
No Degree, Anthropology -
Foothill College
Skills
- Administrative Support
- Customer Needs Assessments
- Data Collection
- POS Transactions
- Active Listening
- Reading Comprehension
- Customer Accounts Management
- Multi-Line Phone Systems
- Appointment Scheduling
- Coaching and Mentoring
- Product Sales
Languages
- Spanish
- English
Timeline
Bilingual Intake Representative - Graveyard Shift
Wilshire Law Firm
12.2023 - Current
Credit Union Operations Representative
USC Credit Union
01.2023 - 12.2024
Closing Coordinator
Athas Capital Group Inc
01.2022 - 01.2023
Business Specialists
Wells Fargo
06.2013 - 07.2021
High School Diploma -
John F Kennedy High School
No Degree, Anthropology -
Foothill College
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