Summary
Overview
Work History
Education
Skills
Relevant Coursework
Timeline
Generic

LaTanya White

San Antonio

Summary

Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations.

Overview

14
14
years of professional experience

Work History

Licensed Mortgage Loan Officer

Navy Federal Credit Union
07.2016 - 10.2020
  • Originated and closed residential mortgage loans, guiding clients from pre-approval through closing.
  • Consistently ranked as a top-performing loan officer by exceeding monthly sales and loan volume goals.
  • Built strong referral networks and hosted home-buying seminars, expanding client base and improving community financial literacy.
  • Partnered with underwriting and processing teams to resolve complex loan issues, reducing approval times and improving client satisfaction.

Financial Foundations Associate

USAA
01.2011 - 02.2015
  • Originated and serviced consumer loans, including auto and personal loans, while ensuring compliance with lending regulations.
  • Evaluated loan applications, credit reports, and financial statements to determine eligibility and risk.
  • Mentored and trained 15 associates, enhancing team knowledge and performance.
  • Recommended financial products tailored to members’ needs, boosting client satisfaction and financial stability.

International Bank Draft Processor / Peer Coach

JPMorgan Chase
05.2006 - 09.2010
  • Processed incoming foreign currency bank drafts and international transactions with strict adherence to compliance standards.
  • Ensured accurate conversion, settlement, and posting of non-USD transactions.
  • Reduced transaction errors by implementing verification checkpoints and enhanced quality control procedures.
  • Served as Peer Coach, training and mentoring new hires on international transaction protocols.
  • Streamlined workflows to improve turnaround times and operational efficiency.

Assistant Service Manager

HEB
02.2008 - 09.2010
  • Assisted in managing daily operations to ensure customer satisfaction and service excellence.
  • Supervised cash handling, register balancing, and daily operations to ensure accuracy and efficiency.
  • Coordinated employee schedules to optimize staffing levels during peak hours.
  • Coached and trained employees on compliance, customer service, and store performance standards.
  • Improved staff productivity by delegating tasks effectively and conducting performance evaluations.
  • Resolved escalated customer issues with professionalism, reinforcing brand loyalty.

Education

BBA - Finance (Concentration in Investments), Minor: Business Administration

Texas A&M University–San Antonio
San Antonio, TX
08.2026

Associate of Arts - Business Administration

Northwest Vista College
San Antonio, TX

Skills

  • Mortgage & Consumer Lending Expertise
  • Risk Analysis & Regulatory Compliance
  • Client Advisement & Financial Literacy Education
  • Microsoft Excel & Financial Data Analysis
  • Leadership
  • Mentorship & Training

Relevant Coursework

  • Commercial Bank Management
  • Financial Markets & Institutions
  • Business Principles
  • Investments
  • Corporate Finance
  • Money & Banking
  • Quantitative Method for Business

Timeline

Licensed Mortgage Loan Officer

Navy Federal Credit Union
07.2016 - 10.2020

Financial Foundations Associate

USAA
01.2011 - 02.2015

Assistant Service Manager

HEB
02.2008 - 09.2010

International Bank Draft Processor / Peer Coach

JPMorgan Chase
05.2006 - 09.2010

BBA - Finance (Concentration in Investments), Minor: Business Administration

Texas A&M University–San Antonio

Associate of Arts - Business Administration

Northwest Vista College

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