Jose Lopez
West Valley City,UT
Summary
Dedicated and goal-oriented MSR II with nearly a year of experience in lending as cross trained and a proven track record of exceeding targets. Seeking to leverage expertise in customer service and lending to excel in the role of Loan officer, where I can prioritize member satisfaction in order to define and reach their financial goals and contribute to the growth and success of the organization.
Overview
8
8
years of professional experience
Work History
MSR II Cross Trained
Mountain America Credit Union
01.2023 - Current
- Established trust with members by maintaining confidentiality and protecting sensitive financial information.
- Resolved members issues promptly, fostering positive relationships between the bank and its members.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Examined customer loan applications for loan approvals and denials.
- Educated potential members on various loan options, guiding them towards informed decisions that fit their financial goals.
Mobile Expertise
T-Mobile
09.2020 - 01.2022
- Resolved customer complaints swiftly and professionally, ensuring a positive experience for all parties involved.
- Enhanced teamwork, collaborated with colleagues to share knowledge and improve overall store performance.
- Assisted customers in setting up new devices, transferring data, and troubleshooting technical issues as needed.
- Contributed to a positive work culture by actively participating in team meetings, sharing ideas, and supporting colleagues.
- Boosted sales performance with personalized recommendations tailored to each customer''s unique needs.
- Improved sales conversion rates by utilizing strong product knowledge and persuasive communication skills.
- Exceeded assigned sales targets consistently by building rapport with customers and identifying upselling opportunities.
- Maximized customer engagement by offering specialized mobile device workshops that educated users on advanced features.
Mobile Expertise
Boost Mobile
01.2019 - 09.2020
- Resolved customer complaints swiftly and professionally, ensuring a positive experience for all parties involved.
- Enhanced teamwork, collaborated with colleagues to share knowledge and improve overall store performance.
- Contributed to a positive work culture by actively participating in team meetings, sharing ideas, and supporting colleagues.
- Increased customer satisfaction by providing expert advice on mobile devices and plans.
- Boosted sales performance with personalized recommendations tailored to each customer''s unique needs.
Cashier
Apollo Burger
12.2018 - 02.2019
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
Receptionist
Dulces Sonrisas
05.2016 - 11.2018
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Resolved customer problems and complaints.
- Handled cash transactions and maintained sales and payments records accurately.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Corresponded with clients through email, telephone, or postal mail.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Handled sensitive information with discretion while maintaining strict confidentiality standards.
Education
Bachelor of Science - Business Economics
Universidad Rafael Belloso Chacin (URBE)
Maracaibo, Venezuela10.2018
High School Diploma -
Vicente Rojas
Cabimas, Venezuela 08.2018
Bachelor of Science And/with Education Degree - Foreign Language Teacher Education
Universidad Del Zulia (LUZ)
Maracaibo, Venezuela 06.2018
Skills
- Exceptional customer service
- Strong Work Ethic
- Professionalism and Courtesy
- Excellent time management skills
- Positive
- Cash handling and management
- Friendly
- Goal-oriented focus
- Problem-solving abilities
- Active Listening
- Problem Resolution
Achievements
- Exceed on almost all goal last 4 quarters.
- Top Of The Mountain Q4 2023
- MVP Riverton Branch Q4 2023
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
MSR II Cross Trained
Mountain America Credit Union
01.2023 - Current
Mobile Expertise
T-Mobile
09.2020 - 01.2022
Mobile Expertise
Boost Mobile
01.2019 - 09.2020
Cashier
Apollo Burger
12.2018 - 02.2019
Receptionist
Dulces Sonrisas
05.2016 - 11.2018
Bachelor of Science - Business Economics
Universidad Rafael Belloso Chacin (URBE)
High School Diploma -
Vicente Rojas
Bachelor of Science And/with Education Degree - Foreign Language Teacher Education
Universidad Del Zulia (LUZ)