Lisa Marie Salas

• Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
• Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
• Verified credit histories, personal references and employment backgrounds for each applicant.
• Affirmed loan document accuracy to protect lenders from potential fraud.
• Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
• Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
• Set up, stored and updated customer files, department records and regulatory paperwork.
• Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
• Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
• Reviewed and validated details of loan applications and closing documentation.
• Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.

Strengthened inter-agency collaboration through effective relationship-building and clear communication.

• Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
• Completed daily logs for management review.
• Performed wide-ranging administrative, financial and service-related functions.
• Enhanced mission support efficiency by streamlining processes and implementing best practices.

Maintained thorough documentation of all customer interactions, streamlining follow-up processes and facilitating collaboration among team members.

• Managed high call volume while maintaining exceptional service quality and professionalism.
• Provided personalized support to customers, ensuring their needs were thoroughly addressed.
• Investigated and resolved customer inquiries and complaints quickly.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.