Laura Serna

During my maternity leave after the birth of my daughter, I focused on maintaining and enhancing my skill set. That involved several online courses,including QuickBooks to ensure that I remained up-to-date on industry happenings.

• Approve and reject loans according to company, investor, and government agency guidelines
• Review and understand all loan programs, policies and procedures to ensure regulations of the company, investors, and government agencies are satisfied
• Thoroughly examine loan documentation to ensure accuracy and completeness
• Respond to post closing and audit reviews in a timely manner
• Maintain current knowledge of the loan origination process and technology

• Identified and assessment of audit risk and implementation of adjusted audit strategies
• Ensured consistency of audit methodology
• Conducted follow up of the agreed action plan with the relevant departments to ensure adequacy and timeliness of remedial action
• Ensured that federal funds were used in an appropriate and consistent manner

• Processed property taxes
• Resolved issues or disputes with taxpayers and their properties
• Prepared periodic reports for management and finance department
• Worked with auditors at year-end
• Generated reports and presented all financial data as required for the audit.

• Communicated with customers, solving complaints and claims
• Supervised the execution of the various assignments
• Issued payments to suppliers.

• Advised on and promoted bank products and services to customers
• Provided personal assistance and support to clients
• Exceed or met sales targets while maintaining solid customer first focus
• Established a long term and harmonious relationship with clients
• Helped customers with paperwork and processing banking formalities
• Ensured that each customer received outstanding service by providing a friendly environment, which included greeting and acknowledging every customer, maintaining solid product knowledge and all other aspects of customer service.