Lilia Trejo
Garland,TX
Summary
Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Overview
21
21
years of professional experience
Work History
Loan Partner II
Mid America Mortgage
Addison, TX
11.2020 - Current
- Review and validate details of loan applications and closing documentation.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Advised clients on mortgage, education and personal loans.
- Submit loan applications to Processor for verification and recommendations.
- Verify credit histories, personal references and employment backgrounds for each applicant.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Monitored pipelines to track and log status of loans.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Handled any conditions sent from underwriting departments.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
Business Operations Lead
Sara's Market & Bakery
Richardson, TX
04.2017 - 11.2020
- Managed personnel issues and implemented corrective actions
- Generated specific candidate pool for career opportunities through strategic placement of advertisements, evaluation of applicant credentials, and conducting initial interviews and pre-screening assessments.
- Oversee onboarding orientations and mentorship, plan and execute meetings and developed project documentation
- Maintained tactical control of project budgets and timelines to keep teams on-task and achieve schedule targets.
- Closely collaborated with project members to identify and quickly address problems.
- Developed promotional plans to compliment expansion initiatives
- Conducted routine quality audits to verify progression against specifications and initiated corrective actions to remedy concerns
- Analyzed processes previously used and uncovered more efficient methods
- Performed nightly store and team performance audits
- Resolved customer service issues promptly
- Set standards and guidelines to maximize efficiency and store performance
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows to meet any daily demand.
- Responsible for labor, payroll, inventory levels, and all required administrative documents
- Achieved or exceeded financial goals on regular basis by controlling expenses, optimizing schedules and regulating inventory usage.
- Managed employee exit interviews and paperwork.
- Recruited and screened qualified potential employees.
- Tracked various statistics and kept detailed records to support human resources department.
- Posted positions through approved recruitment channels.
- Performed various administrative functions, including filing paperwork, delivering mail, sorting mail, office cleaning and bookkeeping.
- Organized new employee orientation schedules for all new hires.
- Hosted meetings and presentations within company.
- Advised, coached and counseled managers and staff to support human resources policies, procedures, programs and labor relations.
Business Lines Underwriting
State Farm
, Richardson Tx
09.2016 - 04.2017
- Evaluated all evidence with the ultimate goal of creating positive outcomes for client’s claims
- Trained in handling cancellations, mortgagee requests, added endorsements, additional insured, and all aspects of client business insurance
- Calculated premiums for businesses in regulations based on state to state terms
- Received 12 ovation recognitions and scored in top percentage in evaluations
- Hosted multiple training sessions for peers and challenged to train peers one on one
Front End Operations Team Lead
Whole Foods Market
Arlington, TX
09.2007 - 08.2016
- Resolved all customer complaints in a professional manner while prioritizing guest satisfaction
- Responsible for Labor, payroll, inventory levels, and all required administrative documents
- Communicated clear expectations and goals to each team member
- Recognized and rewarded outstanding work performance to cultivate a positive and collaborative guest service culture
- Responsible for accountability, continuous feedback, and overall mentorship of team members
- Promoted from Associate Team Leader to Team Leader within 8 months
- Coordinated and lead meetings, prepared with developed meeting content
- Recognized regionally for project management skills and top numbers in drives
- Documented business requirements, functional specifications and training procedures
- Trained, coached and mentored staff to ensure smooth adoption of new programs and roll out of new policies
- Determined staff promotions and demotions, and terminated employees when necessary
- Promptly corresponded with all applicants and coordinated and conducted interviews
- Evaluated strengths and weaknesses of candidates through effective screening processes.
E - 4 Specialist
Army National Guard
Seagoville, TX
02.2009 - 02.2015
- Tracked personnel and supplies within the company
- Tracked and filed administrative paperwork and personnel folders
- Planned and briefed personnel on missions
- Taught personnel to mitigate environmental hazards and properly use personal protective equipment such as chem gear for battle scenarios.
- Received metal for outstanding performance
Education
High School Diploma -
Berkner High School
Associate of Arts -
Richland Community College
Dallas, TX2022
Skills
- Bilingual
- Hiring and recruitment
- Project Coordination and Planning
- Financial administration
- Excellent time management skills
- Efficient multi-tasker
- Strong work ethic
- Presentation ability
Community Volunteer
Turning Point Rape Crisis Center
- On call hospital advocate
Small Group Leader - Covenant Church
- Plan meetings and host small conferences for women
References
References upon request
Timeline
Loan Partner II
Mid America Mortgage
11.2020 - Current
Business Operations Lead
Sara's Market & Bakery
04.2017 - 11.2020
Business Lines Underwriting
State Farm
09.2016 - 04.2017
E - 4 Specialist
Army National Guard
02.2009 - 02.2015
Front End Operations Team Lead
Whole Foods Market
09.2007 - 08.2016
High School Diploma -
Berkner High School
Associate of Arts -
Richland Community College
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