Administrative Professional Experience
Lidia Cazares
Richardson,TX
Summary
Self-motivated Senior Administrative Associate with deliberation in providing organization to chaotic workloads. Fast-paced organizer of strategic data known for effortless coordination of back-end specifics to help high-level operations run as smoothly as possible. Exceptional written and verbal communicator known for concise language and thoughtful conveyance of information between proper channels.
Overview
6
6
Work History
Land Sales Coordinator
Liberty Bankers Insurance Group
08.2022 - Current
- Improved productivity by increasing customer communication and responding to feedback.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Compiled client profiles and entered information into operating system.
- Coordinated schedules and timelines for events.
- Managed event logistics and operations.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Reviewed and executed confidential documents, contracts and disclosures.
Loan Coordinator
Brazos Bank
11.2019 - 07.2022
- Developed strong relationships with customers through high levels of customer service.
- Maintained strict confidentiality of bank records and client information.
- Collaborated with other departments to promptly process loan applications.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Prepared post-consummation closing disclosure, verified fee accuracy and checked resolution of variances.
- Monitored change of circumstance requests, kept re-disclosures and COC notices in compliance and issued documents within required timeframes.
- Tracked disclosures needing to be sent and sent via e-sign portal or paper fulfillment.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
- Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
Certified Paraoptometric Technician
Park Cities Eye Associates
11.2017 - 11.2019
- Performed ancillary testing when ordered by optometrist and thoroughly explained procedures to patients.
- Managed administrative duties with phone reception, appointment scheduling and payment processing.
- Conducted pretest procedures to gather data before exam and make eye appointments more efficient and productive.
- Operated and maintained lensometers, refraction units, auto-refractors, and visual field analyzers for patient testing.
- Instructed patients on contact lens insertion and removal and lens care guidelines.
- Coordinated patient scheduling, monitored patient flow throughout office and properly communicated delays.
- Assisted with insurance questions, eligibility, and prior authorizations of medications and glasses.
Education
GED -
State Board of Education
Texas11.1994
Skills
- Customer Support
- Schedule Management
- Vendor Relationship Management
- Event Preparation
- Clerical Support
- Active Listening
- Excellent Communication
- Dependable and Responsible
- Attention to Detail
- Invoice Preparation
- Data Entry
Languages
Spanish
Native or Bilingual
Timeline
Land Sales Coordinator
Liberty Bankers Insurance Group
08.2022 - Current
Loan Coordinator
Brazos Bank
11.2019 - 07.2022
Certified Paraoptometric Technician
Park Cities Eye Associates
11.2017 - 11.2019
GED -
State Board of Education
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