Summary
Overview
Work History
Education
Skills
Timeline
OfficeManager

Juliana Allen-Waters

Jacksonville,FL

Summary

Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.

Overview

10
10
years of professional experience

Work History

Senior Lending Specialist

One Main Finanical
Jacksonville, FL
01.2018 - Current
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Maintained strict confidentiality of bank records and client information.
  • Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Cross-trained existing employees to maximize team agility and performance.
  • Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.

Billing & Collections Specialist

NCC Solutions
JACKSONVILLE, United States
03.2016 - 12.2017
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
  • Achieved performance goals on consistent basis.
  • Researched accounts and completed due diligence to resolve collection problems.
  • Trained new team members on scripts, company services and collection strategies.

Lead Server & Bartender

Cross Creek Steakhouse
JACKSONVILLE, United States
10.2012 - 02.2016
  • Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
  • Kept updated knowledge of menu and promotions, recommending specific items according to preferences and food allergies.
  • Taught staff how to deliver outstanding service to every customer without sacrificing profit objectives.

Education

High School Diploma -

West Nassau County High School
Callahan, FL
04.2008

Skills

  • Outstanding Customer Service
  • Loan Origination
  • Administrative Support
  • Product Knowledge
  • Technical Proficiency
  • Analytical and Critical Thinking

Timeline

Senior Lending Specialist

One Main Finanical
01.2018 - Current

Billing & Collections Specialist

NCC Solutions
03.2016 - 12.2017

Lead Server & Bartender

Cross Creek Steakhouse
10.2012 - 02.2016

High School Diploma -

West Nassau County High School
Juliana Allen-Waters