Luis Villagrana
Summary
Dynamic servicing specialist with a proven track record at Center Street Lending, excelling in problem resolution and critical thinking. Developed tailored client solutions, optimized efficiency through standardized processes, and consistently exceeded expectations in customer service. Recognized for attention to detail and effective cross-functional coordination, ensuring seamless operations and enhanced client satisfaction.
Offering solid foundation in financial principles and customer service, with eagerness to learn and grow within this industry. Delivers strong capacity to quickly absorb and apply new knowledge and skills relevant to loan servicing. Ready to use and develop analytical and organizational skills in Under-writing role.
Overview
1
1
year of professional experience
Work History
Servicing Specialist
Center Street Lending
07.2024 - 03.2025
- Developed customized client solutions by thoroughly analyzing individual financial circumstances and needs.
- Provided training to new employees, ensuring consistent service quality across the team.
- Managed portfolio risk by conducting periodic reviews and assessments of client accounts to identify potential issues early on in the process.
- Delivered exceptional customer service as a dedicated point of contact for high-priority clientele, addressing their unique concerns and requirements.
- Ensured accuracy in reporting data through diligent attention to detail during reconciliation processes.
- Optimized department efficiency by developing standardized templates for commonly used documents, streamlining daily tasks for all team members.
- Collaborated with internal departments, facilitating seamless communication and coordination for optimal customer service experiences.
- Reviewed account documentation, identifying discrepancies or inaccuracies that could impact client relationships or business operations.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
Account Executive
Quick Capital Funding
09.2023 - 03.2024
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
Education
Bachelor of Science - Business Administration
California State University, Long Beach
05-2023
Skills
- Problem resolution
- Sales support
- Industry expertise
- Cross-functional coordination
- Teamwork and collaboration
- Problem-solving
- Attention to detail
- Critical thinking
Timeline
Servicing Specialist
Center Street Lending
07.2024 - 03.2025
Account Executive
Quick Capital Funding
09.2023 - 03.2024
Bachelor of Science - Business Administration
California State University, Long Beach
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