Julie Yerby
Albertville
Summary
Proven Loan Specialist with a robust background in financial services at Credit Central, adept at loan approvals and offering unparalleled customer support. Excelled in translating complex financial data into understandable terms, achieving a high customer satisfaction rate. Skilled in Microsoft Office and fostering strong customer relationships, demonstrating both hard and soft skills essential for dynamic office environments.
Overview
7
7
years of professional experience
Work History
Loan Specialist
Credit Central
05.2021 - Current
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Explained very technical financial information to applicants in easy to understand language.
- Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
- Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Developed strong relationships with customers through high levels of customer service.
Team Member
JACK'S FAMILY RESTAURANTS INC.
01.2019 - 05.2021
- Operated register to process payments and collect cash payment for order totals.
- Developed strong cooperative relationships with coworkers and managers.
- Trained new team members by relaying information on company procedures and safety requirements.
- Learned all required tasks quickly to maximize performance.
Medical Office Administrator
Rapid Care LLC
04.2018 - 01.2019
- Entered procedure codes and diagnosis codes into medical billing software.
- Verified benefits and worked with insurance companies to obtain payments.
- Reviewed and sent medical records to other physicians upon request.
- Double-checked forms for accuracy and completion in terms of admission, transfer and discharge of patients.
Education
Associate of Applied Science - Office Administration With Medical Option
Northeast Alabama Community College
Rainsville, AL05-2012
Skills
- Customer support
- Loan approvals
- Payment scheduling
- Working collection accounts
- Efficient in Microsoft Office
- Help with P&L
- Office procedures
Timeline
Loan Specialist
Credit Central
05.2021 - Current
Team Member
JACK'S FAMILY RESTAURANTS INC.
01.2019 - 05.2021
Medical Office Administrator
Rapid Care LLC
04.2018 - 01.2019
Associate of Applied Science - Office Administration With Medical Option
Northeast Alabama Community College
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