Lisa Lee
Suisun,CA
Summary
Detail-oriented supervisor in insurance services with over two years of experience in loan servicing and collections. Expertise in analyzing complex accounts and leading teams in high-pressure environments. Demonstrated success in improving operational efficiency and achieving team performance goals.
Overview
17
17
years of professional experience
Work History
Insurance Services Supervisor
Tavis Credit Union
Vacaville, ca
05.2023 - Current
- Supervise a team responsible for processing insurance checks, ensuring timely and accurate posting to customer accounts.
- Ensure timely reconciliation and balancing of general ledger accounts related to insurance payoffs, gap claims, and member value protection claims.
- Monitor team performance, conduct quality control audits, and implement process improvements to reduce errors and increase efficiency
- Supervise a team responsible for collateral protection insurance processes, including policy placement and refunds.
Senior Loan Servicing Specialist
Travis Credit Union
Vacaville, California
04.2022 - 05.2023
- Manage daily and monthly reports to ensure proper payment processes on all consumer and mortgage loans
- Participate in testing system upgrades.
- Assist members with a wide variety of questions and concerns about various loans.
- Assisted management with the annual escrow analysis.
Loan Servicing Supervisor
Westamerica Bank
Fairfield, CA
01.2021 - 03.2022
- Coached and mentored 20 staff members by offering constructive feedback and asking about long-term career goals.
- Assessed employees' strengths and delegated tasks based on expertise and knowledge.
- Addressed employee and production issues to determine and implement optimal resolutions.
- Balance General Ledger accounts.
- Audit loan files.
Consumer Loan Collections Officer
Westamerica Bank
Fairfield, Ca
07.2017 - 12.2020
- Routinely contacted account holders with balances over 60 days past due to resolve delinquencies.
- Minimized loss by negotiating payment terms directly with borrowers.
- Used effective questioning techniques to clarify why borrowers were delinquent.
- Skip trace
- Monitored multiple databases to keep track of all repossessed collateral accounts, determine value of collateral and sell of collateral
- Handled escalated calls as needed.
Loan Documentation/Loan ServicingSupervisor
Westamerica Bank
Fairfield, California
09.2008 - 06.2017
- Supervise a team responsible for preparing consumer and commercial loan documentation.
- Analyze the preparation for LaserPro software updates, identify any areas of concern, and note any testing needed prior to the upgrade installation.
- Maintain proper records of UCC filings.
Education
High School Diploma -
Armijo High School
Fairfield, CA06-2000
Skills
- Team supervision
- General ledger reconciliation
- Process improvement
- Data analysis
- Problem solving
- Critical thinking
Timeline
Insurance Services Supervisor
Tavis Credit Union
05.2023 - Current
Senior Loan Servicing Specialist
Travis Credit Union
04.2022 - 05.2023
Loan Servicing Supervisor
Westamerica Bank
01.2021 - 03.2022
Consumer Loan Collections Officer
Westamerica Bank
07.2017 - 12.2020
Loan Documentation/Loan ServicingSupervisor
Westamerica Bank
09.2008 - 06.2017
High School Diploma -
Armijo High School
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