Luis Luna
Odessa,TX
Summary
Driven professional with extensive experience in financial services, notably at Southwest Heritage Credit Union, where I excelled in mortgage processing and customer service. Skilled in Microsoft Office 365 and proficient in Laserpro, I consistently exceeded loan processing timeframes, significantly enhancing customer satisfaction. Demonstrated expertise in post-closing auditing and bilingual communication (Spanish/English) ensures comprehensive client support.
Overview
11
11
years of professional experience
Work History
Mortgage Loan Processor, Lead Teller, MSR
Southwest Heritage Credit Union
Odessa, TX
06.2018 - Current
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Handled any conditions sent from underwriting departments.
- Prepared file for final clear-to-close by branch management.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Enhanced customer satisfaction by efficiently managing transactions and addressing inquiries.
- Enhanced customer satisfaction by efficiently opening new accounts and addressing client inquiries.
Bank Teller
Prosperity Bank
Austin, TX, Odessa, TX
06.2015 - 05.2018
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Sales Associate
JCPenney
Odessa, TX
11.2013 - 06.2015
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Managed returns, exchanges and refunds in accordance with store policy.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Education
Associate of Arts - Business Administration
Odessa College
Odessa, TX05.2019
High School Diploma -
Odessa High School
Odessa, TX05.2014
Skills
Languages- Spanish, English
- Microsoft Office 365
- Proficient in Laserpro, various bank systems
- Post-Closing Auditing
- Loan Application Preparation
- File Management
Timeline
Mortgage Loan Processor, Lead Teller, MSR
Southwest Heritage Credit Union
06.2018 - Current
Bank Teller
Prosperity Bank
06.2015 - 05.2018
Sales Associate
JCPenney
11.2013 - 06.2015
Associate of Arts - Business Administration
Odessa College
High School Diploma -
Odessa High School