Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lurdes B. Becerra

Summary

Dynamic administrative professional with a proven track record at JPMorgan Chase, excelling in mortgage loan processing and achieving a 90% customer satisfaction rating. Bilingual in Spanish, I leverage exceptional customer service and precision to enhance client experiences while collaborating effectively with teams to drive results. Skilled in handling multiple tasks efficiently, ensuring smooth operations. Demonstrate adaptability to evolving priorities while consistently achieving organizational goals; recognized for dependability and for cultivating a collaborative, positive work environment. Proficient in Microsoft Office, I ensure accuracy in all tasks.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Administrative Assistant

Signode
05.2024 - Current
  • Skilled at multitasking across various platforms, including Microsoft Outlook, Excel, Microsoft Teams, and Amtech to support seamless workflow and communication.
  • Assist in preparation of regularly scheduled reports and generated due date reports on a weekly basis.
  • Develop and maintain an organized filing system to ensure that, in the event of an audit, we can provide documented proof to support our work.
  • Order and receive office and plant supplies, maintaining accurate inventory records to ensure monthly reconciliation.
  • Manage shipping and receiving operations, ensuring load compatibility with 53' dry vans and providing precise load descriptions to carriers for pickup.
  • Provide back-up support to the CSR by assisting with customer quotes and following up with customers on reorders to ensure timely order placement.
  • Create purchase orders and generate invoices for customers to facilitate order processing.
  • Collaborate with the Plant Manager and Supervisor to conduct monthly inventory audits and deliver detailed, accurate reports.
  • Attention to detail and accuracy with excellent written and verbal communication skills.
  • Demonstrate ability to exercise confidentiality.

Client Care Specialist II

JPMorgan Chase
03.2020 - 03.2023
  • Processed over 40 to 50 mortgage loan applications per month and awarded meeting goal on a monthly basis for over 1 year.
  • Connected with clients on their personal needs and achieving organization standards of 90% or more CSAT (Customer Satisfaction) rating based on a 1-10 scale.
  • Achieved recognition by ranking 12th in the district of over 600+ employees for consistently closing mortgage loans within a 45-day window, with average closing times of less than 25 days.
  • Requested valuation reports, title reports, fraud reports, insurance and other necessary documentation as requested through the application process with appropriate 3rd party vendors.
  • Resolved routine title issues including vesting issues and various liens by working with the member, loan originator and title company.
  • Ensured the loan process met deadlines of the purchase agreement as well as kept track of the mortgage rate lock expiration date in order to avoid lock extension including extension fees.

Universal Banker

US Bank
10.2017 - 03.2020
  • Contributed to the branch winning Top Performers for Quarter 1 and Quarter 2 by consistently exceeding quarterly sales goals.
  • Attended to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.
  • Opened new consumer and business accounts, complete service requests and submitted credit applications.
  • Provided a high level of customer service, exceeding sales targets by effectively promoting banking products and services.
  • Demonstrated exceptional attention to detail by efficiently managing ATM balances and ordering required cash ensuring a smooth banking experience for customer.

Loan Officer

Sherwin Williams Credit Union
05.2014 - 10.2017
  • Considered to be the most proficient Loan Officer.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Maintained knowledge of products and services offered by competitors and other vendors.
  • Assisted Spanish speaking members with translating loan applications and documents.
  • Identified opportunities to cross-sell and upsell loan products to customers.

Teller/Receptionist

Sherwin Williams Credit Union
05.2009 - 05.2014
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Awarded top teller every year for fast-paced environment and always picked by management to teach every new hire.
  • Responsible to order inventory for tellers and receptionists department.
  • Handled routine account maintenance such as change of address, adding joint owners, reconciling checking accounts, home banking and payroll issues.
  • Demonstrated the ability to open accounts completely including the opening of all share types, followed by offering the best suited checking account for the member.

Education

High School Diploma -

Laporte High School
La Porte, IN

Skills

  • Fluent in Spanish
  • Mortgage Loan Processing
  • Banking Products & Services
  • Exceptional Customer Service
  • Diligent Work Ethic
  • Precision and Accuracy
  • Collaborative Team Player
  • People-Oriented Approach
  • Reliable and Trustworthy
  • Proficient in Microsoft Office Software's

Certification

Certificate in Business Administration

Timeline

Administrative Assistant

Signode
05.2024 - Current

Client Care Specialist II

JPMorgan Chase
03.2020 - 03.2023

Universal Banker

US Bank
10.2017 - 03.2020

Loan Officer

Sherwin Williams Credit Union
05.2014 - 10.2017

Teller/Receptionist

Sherwin Williams Credit Union
05.2009 - 05.2014

High School Diploma -

Laporte High School

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Lurdes B. Becerra