Jose Valera
Orlando,United States
Summary
Professional loan operations representative prepared to bring wealth of experience in managing loan documentation and streamlining processes. Known for reliability in maintaining high standards of accuracy and compliance within fast-paced environments. Strong focus on collaborative teamwork and adaptable to evolving business needs, showcasing skills in financial analysis and customer service.
Overview
6
6
years of professional experience
4
4
Certifications
Work History
Loan Operations Representative
Hilton Grand Vacations
07.2023 - Current
- Daily work on high volume of emails from owners & internal partners regarding VIP portfolio.
- Demonstrated versatility by handling a diverse range of loan products, adapting to new requirements quickly and efficiently.
- Processed different types of cancellations (Bad Debt, HOA, FCL)
- Utilized multiple systems simultaneously
- Set up new accounts & revised financial information
- Handled contracts closing via Voice & Servicing Director.
- Processed loan applications, ensuring accuracy and compliance with regulatory standards.
- Deposit bank checks via RDS.
- Collaborated with underwriting teams to resolve discrepancies in loan applications and documentation.
- Reviewed and finalized loan documents to ensure compliance with regulations and company policies.
Investment Client Care Brokerage Representative II
Truist Bank
06.2022 - 06.2023
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
- Managed client accounts, ensuring accurate and timely execution of trades.
- Utilized +8 systems simultaneously
- Addressed available investment opportunities to determine compatibility with client financial plans
- Serviced Retirement accounts, non-retirement Accounts, UTMA's, UGMA's, TRUST and Corporate Accounts
- Supported Client's IT & Web Online
- Virtual/Remote Position
Credit Department Specialist II
Suntrust Bank
09.2019 - 06.2022
- Exceeded customer satisfaction by finding creative solutions to problems
- Upheld strict quality control policies and procedures during customer interactions
- Informed customers about billing procedures, processed payments and provided payment setup assistance
- Facilitated cross-departmental communication to enhance workflow efficiency and resolve operational issues.
- Developed training materials for staff, enhancing onboarding processes and knowledge retention.
- Mentored junior team members, fostering skill development and promoting a collaborative work environment.
Education
Bachelor of Science - Electronic Engineering
URBE University
04.2018
Skills
- Experienced in data analysis using MS Excel
- Advanced MS Office skills
- Skilled in MS Outlook and Teams
- Detailed loan assessment
- Financial analysis skills
- Customer service expertise
- Experience in risk management analysis
- Content evaluation
Certification
- Certified Security Industry Essentials - FINRA - August 2022
- Time Management - Harvard Managed Mentor - March 2022
- Finance Essentials - Harvard Managed Mentor - February 2022
- Leading People - Harvard Managed Mentor - January 2022
Languages
Spanish
Italian
English
Timeline
Loan Operations Representative
Hilton Grand Vacations
07.2023 - Current
Investment Client Care Brokerage Representative II
Truist Bank
06.2022 - 06.2023
Credit Department Specialist II
Suntrust Bank
09.2019 - 06.2022
Bachelor of Science - Electronic Engineering
URBE University
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