Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Julie Delgadillo

Pomona,CA

Summary

Dedicated and results-driven Customer Service Representative committed to upholding core values of Accountability, Communication, and Teamwork. Known for delivering the highest level of service marked by qualities of Dedication, Reliability, and Outstanding professionalism. Adept at fostering positive customer experiences through effective communication, attention to detail, collaboration, and resolution of inquiries. Committed to the mission of providing a high-quality water supply and contributing to organizational success.

Overview

12
12
years of professional experience

Work History

Sr. Mortgage Loan Processor -Team Lead

Ennkar, Inc.
07.2020 - Current
  • Disseminate loan program information to prospective loan applicants and guide them through the application process.
  • Directs internal and external customer correspondences to appropriate person/department (e.g. Sales, Appraisals, Title & Escrow, etc.) including handling confidential and sensitive telephone calls, files, documents, and reports.
  • Processes incoming information and updates department databases as the need arises while generating applications and preparing documents and materials using Quantum Reverse Software, Google Workspace, MS Office Suite.
  • Manages multiple files/loans simultaneously and manager calendars, including scheduling and coordinating meetings, appraisals, loan closings and conference calls for and management staff.
  • Responsible for analyzing customer service problems, evaluating alternatives, and making appropriate recommendations.
  • Conducts oneself with professionalism, ease, and grace during stressful situations, or meeting critical deadlines.
  • Regularly adjusts to shifting workloads and priorities. Follows up daily on multiple projects with minimal supervision.
  • Files electronic and paper documents, including processing invoices, contracts, supply orders, purchase requests, payment ledgers, and expense reports into Google Drive.
  • Operate office equipment such as fax machines, copiers, scanners, phone systems, and computers.
  • Receives, sorts, and disperses mail. Shreds or returns personal documents per clients requests.
  • Orders supporting documentation, such as appraisals, verification of employment, verification of deposits, etc. Orders supplies and equipment, submits and tracks repair and maintenance orders for non- compliant homes.
  • Evaluates approvals against established bank and government lending standards.
  • Clears any and all conditions sent from underwriting departments.
  • Collaborates with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Reviews and validates details of loan applications and closing documentation.
  • Upholds complete confidentiality of all submitted information according to release guidelines.
  • Investigates and troubleshoots billing issues. Conducts research, generates computer queries, and analyzes data to determine the cause for billing inaccuracies and resolve as quickly and efficiently as possible.
  • Validates loan fees to ensured compliance with federal, state, and local regulations governing mortgage lending on final closing disclosure/ HUD-1 form.
  • Completes denial and cancellation procedures on applicable files.
  • Performs basic routine maintenance to miscellaneous office equipment.
  • Maintain a safety conscious work environment.
  • Performs other duties and responsibilities as assigned

Special Education Instructional Assistant

Baldwin Park Unified School District
04.2014 - 07.2020
  • Seamlessly assisted teachers with classroom management and confidentiality to maintain positive learning environment.
  • Maintained a safety conscious work environment, by reminding students of all exits, fire procedures, and earthquake procedures.
  • Worked cooperatively with students of various culturally diverse backgrounds and learning styles.
  • Managed multiple calendars, including scheduling and coordinating IEPs and conference calls for parents, students, and management staff.
  • Operated office equipment such as fax machines, copiers, scanners, phone systems, and computers.
  • Answered phones, provide basic information and transfer callers as appropriate.
  • Increased proficiencies by attending professional developmental workshops on learning goals, classroom management, and engaging learning activities.
  • Processed incoming information and update department database/ grading systems, while generating reports and preparing documents and materials using MS Office Suite and Outlook.
  • Created lesson materials, visuals and digital presentations to supplement lesson plans.
  • Set up visual aids, equipment and classroom displays to support teacher's lesson delivery.
  • Supported student learning objectives through essential and personalized small group assistance.
  • Ordered supplies and classroom equipment to help teachers prepare for daily instruction and activities.
  • Assessed student assignments to check quality and completeness before submission for grading.
  • Served as a back up to other administrative support on campus as needed.
  • Co-coordinator for Olive Middle School Social Committee. - Managed funds and organized social or extracurricular events for the workplace (e.g. Birthdays, Happy Hour, and Holiday Luncheons).

Barista

Starbucks
02.2012 - 04.2014
  • Listened carefully to customer requests and created personalized, delicious beverages, which improved sales.
  • Recommended products based on solid understanding of individual customer needs and preferences.
  • Dealt tactfully and courteously with the public and others in providing information, answering questions, and providing extraordinary customer service.
  • Elevated customer loyalty by using strong communication abilities to resolve customer problems.
  • Determined appropriate action to defuse potentially difficult situations with customers and referred highly difficult issues to supervisor for resolution.
  • Maintained cash drawer; accepted, processed, and reconciled all payments.
  • Completed successful daily cash audits to correctly balance drawers at end of each shift.
  • Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
  • Trained new team members with positive reinforcement and respectful, encouraging coaching.
  • Educated staff by sharing knowledge and expertise of coffees, teas and merchandise.
  • Set and achieved goals for professional development and advancement.

Education

Bachelor of Arts - Education

University of La Verne
La Verne, CA
02.2020

Associate of Arts - Behavioral Sciences

Citrus College
Glendora, CA
06.2017

Skills

  • Proficient in Microsoft Office Suite, Google Software, and Adobe
  • Excellent communication and interpersonal skills (written and verbal)
  • Excels in seeking solutions
  • Detail-oriented and organized
  • Demonstrates self-reliance and resourcefulness
  • Ability to multitask, prioritize and manage time effectively
  • Collaboration and Teamwork
  • Proactive, Receptive, and Adaptable
  • Maximizes benefits of computer technology & applications
  • Regular and punctual attendance

Accomplishments

  • Achieved "Senior" and "Team Lead" promotions within a year by effectively processing a large volume of loans which contributed to the growth of the company.
  • Supervised and motivated team of processors to achieve personal unit goals.
  • Achieved a distinguished reputation among colleagues by processing and closing loans with accuracy, efficiency, and professionalism.
  • Developed resourceful job aides to establish consistency, reduce errors, boost productivity, and increase customer and employee satisfaction.

Timeline

Sr. Mortgage Loan Processor -Team Lead

Ennkar, Inc.
07.2020 - Current

Special Education Instructional Assistant

Baldwin Park Unified School District
04.2014 - 07.2020

Barista

Starbucks
02.2012 - 04.2014

Bachelor of Arts - Education

University of La Verne

Associate of Arts - Behavioral Sciences

Citrus College

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Julie Delgadillo