Dedicated to creating highly satisfied customers, by delivering quality service and unparalleled support. Passionate about improving customer service experiences through understanding and good communication.
Overview
7
7
years of professional experience
Work History
Loan Processor /Loan Support Specialist
Allegiance Credit Union
Oklahoma City, OK
04.2021 - Current
Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
Prepared documents for underwriting by verifying client income, credit reports, and other information.
Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
Escrow Assistant
North Meridian Title & Escrow
Leavenworth, WA
09.2019 - 03.2021
Developed strong relationships with clients through excellent customer service, fostering trust and loyalty.
Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
Obtained documents such as proof of insurance and HOA statements.
Maintained open communication with lenders, brokers and borrowers.
Supported team members in managing their workload, contributing to a more productive work environment.
Collaborated with real estate agents to address potential challenges, effectively resolving concerns before they escalated.
Real Estate Broker
Preview Properties
Bothell, WA
08.2017 - 09.2019
Cultivated lasting relationships with past clients through consistent follow-up contact to support their ongoing real estate needs or concerns.
Negotiated favorable contract terms for clients by effectively leveraging market knowledge and strong communication skills.
Negotiated real estate contracts to navigate transactions between buyers and sellers.
Facilitated successful negotiations between buyers and sellers to reach mutually beneficial agreements in a timely manner.
Education
Associate of Arts - Business Administration
BYU IDAHO (Some College, Not Graduated)
Rexburg, ID
2021
Skills
Teamwork and Collaboration
Information Verification
Document Review
Customer Service
Problem-solving abilities
File Management
Call center experience
Live chat support
Building rapport
Customer Retention Strategies
Timeline
Loan Processor /Loan Support Specialist
Allegiance Credit Union
04.2021 - Current
Escrow Assistant
North Meridian Title & Escrow
09.2019 - 03.2021
Real Estate Broker
Preview Properties
08.2017 - 09.2019
Associate of Arts - Business Administration
BYU IDAHO (Some College, Not Graduated)
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