Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jorge Mendez

Montgomery Village

Summary

Professional in lending industry, bringing valuable experience in loan coordination and client support. Adept at managing loan applications and documentation with precision and efficiency. Known for fostering team collaboration and consistently achieving desired outcomes, displaying strong organizational and customer service skills.

Overview

6
6
years of professional experience

Work History

Loan Partner /Loan Officer

The Mortgage Link
04.2024 - Current
  • Improved loan processing efficiency by streamlining documentation and communication procedures.
  • Developed strong relationships with title companies, insurance agents, and other third-party vendors to expedite loan closings.
  • Provided ongoing support to borrowers during post-closing activities, ensuring their continued satisfaction with our services.
  • Demonstrated adaptability when handling various types of loans, including conventional mortgages, FHA loans, VA loans, and commercial financing options.
  • Assisted borrowers in understanding complex financial information, ensuring proper decision-making regarding loan terms and conditions.

Senior Administrative Assistant

H&R Block
04.2022 - 04.2023
  • Promoted positive customer service relations
  • Managed the Department Manager's correspondence and voicemails
  • Maintained the director's personnel files and updated them to include research and verified information as requested & purging files
  • Facilitated communication between departments to ensure timely completion of work
  • Assist with planning and implementing department events and meetings
  • Working with other team members to ensure proper procedures are being followed and the client experience is excellent
  • Monitor and manage office inventory
  • Update and maintain records

Accounting Assistant

Woodmont Country Club
06.2019 - 03.2022
  • Help evaluate the operating efficacy of internal controls over financial reporting, resulting in a 13% accuracy
  • Documented risk exposures relating to client's organizations, governance, operations, and information systems
  • Organize files, cash, records, and cash equivalents with policy and procedure
  • Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
  • Maintained personnel records and updated internal databases to support document management.
  • Generated reports detailing findings and recommendations.
  • Matched purchase orders with invoices and recorded necessary information.
  • Enhanced accuracy of financial reports by meticulously reviewing and reconciling accounts.

Education

B.S - Business Administration

University of Maryland Global Campus
08.2023

A.A - Business Administration

Montgomery College
07.2021

Skills

  • Microsoft Office (Excel, Word, PowerPoint)
  • Goal oriented
  • Sales support
  • Negotiation tactics
  • Customer service

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Loan Partner /Loan Officer

The Mortgage Link
04.2024 - Current

Senior Administrative Assistant

H&R Block
04.2022 - 04.2023

Accounting Assistant

Woodmont Country Club
06.2019 - 03.2022

A.A - Business Administration

Montgomery College

B.S - Business Administration

University of Maryland Global Campus

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