Manuel O. Martinez
Guadalupe,AZ
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Detail-oriented professional experienced in administrative settings. Articulate and patient with strong collaboration skills. Known for balancing efficiency and accuracy. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
28
28
years of professional experience
Work History
AAB Account Processing Specialist
Alliance Association Bank
Chandler, AZ
12.2023 - Current
- Reviewed and verified documents for accuracy, completeness, and compliance with established regulations.
- Coordinated with the Bankers to ensure that all necessary documentation was completed correctly.
- Ensured compliance with applicable laws and regulations governing the handling of financial documents.
- Identified errors in data entry and related issues by mentioning to supervisors for resolution.
- Extracted information from documents to verify correctness.
- Open new accounts or HOA's Business or Community Checking Accounts including CD's. Money Markets Accounts.
- Analyzed account activity for suspicious activity or errors in postings.
Closer/Funder
JP Morgan Chase
Phoenix, AZ
07.2010 - 11.2022
- Prepare loan documents and ensure all loan closings are completed in timely and accurate manner.
- Delivered positive customer experiences and successful deal closures through open, constructive communications.
- Maintained checklists of required documentation and open issues affecting closings.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Evaluate title policies to ensure accuracy of lien positions, judgments and legal descriptions.
- Send out applicable state and federal disclosures "Ensure smooth closings to maintain superior customer service
- Review HUD-1 settlement statement to ensure compliance with government regulations
- Resolve post-closing loan issues
- Maintain department cycle, service, and volume standards
- Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
Closing Specialist
Wells Fargo Bank
Tempe
06.2014 - 04.2015
- Followed all company policies and procedures to deliver quality work.
- Listened and responded to customer requests and forwarded necessary information to superiors.
- Interpreted clients' needs and introduced services to fit specific requirements.
- Examined customer loan applications for loan approvals and denials.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Audited variety of critical financial documents for completeness and accuracy, noting and resolving deficiencies and errors
CFA SSL
JPMorgan Chase
Phoenix, AZ
05.2008 - 07.2010
- Verified employment, vesting, subordination of liens and got it assigned to validation team, uploaded documents, contacted
- Loan Officer for vital information
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Maintained strict confidentiality of bank records and client information.
- Examined customer loan applications for loan approvals and denials.
- Contributed ideas and practical solutions to support process improvement efforts.
- Investigated and resolved customer inquiries and complaints quickly.
Close by Phone Specialist
JPMorgan Chase
Phoenix, AZ
03.2005 - 04.2008
- Provided personalized service, via phone, as closing agent for both internal and external customers, disclose loan documentation accurately, deliver knowledgeable and concise closing experience, answer questions and overcome customers' concerns, take ownership for managing customer service experience by making underwriting decisions and preparing loan documents while focusing on quality, support sales service culture, follow corporate operating principles, and adhered to company's legal and compliance standards
- In addition, was responsible for achieving and maintaining maximum production results
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Responded to customer calls and emails to answer questions about products and services.
- Performed various clerical duties by filing and faxing documents and creating customer databases.
- Self-motivated, with a strong sense of personal responsibility
E-commerce Sales Support
JPMorgan Chase
Phoenix, AZ
03.2004 - 01.2005
- Supported E-Commerce loan officers with distribution and assigning of loans as well has placing decision on loans.
- Answered incoming calls, maintained queues, ran sales and rejected reports.
- Built relationships with customers and community to establish long-term business growth.
Loan Funding, Home Equity
JPMorgan Chase
Phoenix, AZ
01.2000 - 03.2004
- Reviewed all incoming loan documents and placed funding comment, opened mail, ran funding reports for disbursements.
- Provided personalized service, via phone to notaries and bank vendors, assisted internal customers.
- Answered customer questions to overcome loan concerns.
- Contacted customers for missing loan information, took ownership for managing customer service experience, focusing on audit and quality.
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Monitored performance of existing loan portfolios to identify and address any issues.
- Advised clients on mortgage, education and personal loans.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Telephone Banker
Bank One
Tempe, AZ
01.1998 - 01.2000
- Provided personalized service via telephone to banking customers regarding their loan accounts
- Provided payoff information, while enabling to go above and beyond in meeting needs of customers.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
Insurance Agent
National Auto Insurance/Southwest Insurance
07.1996 - 01.1998
- Provided excellent customer service to potential customers.
- Quote insurance policies, stayed in constant communication with insurance companies and their underwriters to assist applicants with insurance needs.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Education
Ford Insurance School
Phoenix07.1996
High School Diploma -
Marcos De Niza High School
Tempe, AZ05-1982
Skills
- Data Entry
- Microsoft Office
- Attention to Detail
- Adaptable to Change
- Mortgage Closing Scheduling
- Critical Thinking
- Document Review
- Data Validation
- Loan Closing Documentation
- Financial Transactions
- Application Reviews
- Calculations Error Correction
- Legal Documentation
- Resolve Paperwork Errors
- Government Standards
- Data Collection
- Complex Problem-Solving
- Document Editing
- Customer Service
- Information Verification
- Compiling Data
- Microsoft Excel
Languages
English
Native/ Bilingual
Spanish
Professional
Timeline
AAB Account Processing Specialist
Alliance Association Bank
12.2023 - Current
Closing Specialist
Wells Fargo Bank
06.2014 - 04.2015
Closer/Funder
JP Morgan Chase
07.2010 - 11.2022
CFA SSL
JPMorgan Chase
05.2008 - 07.2010
Close by Phone Specialist
JPMorgan Chase
03.2005 - 04.2008
E-commerce Sales Support
JPMorgan Chase
03.2004 - 01.2005
Loan Funding, Home Equity
JPMorgan Chase
01.2000 - 03.2004
Telephone Banker
Bank One
01.1998 - 01.2000
Insurance Agent
National Auto Insurance/Southwest Insurance
07.1996 - 01.1998
Ford Insurance School
High School Diploma -
Marcos De Niza High School
Similar Profiles
Maria MagtalasMaria Magtalas
Payment Support at Alliance Association BankPayment Support at Alliance Association Bank
Edward GardnerEdward Gardner
Senior Operations Manager at Alliance Association BankSenior Operations Manager at Alliance Association Bank
Ibrahim Alhaji WaliIbrahim Alhaji Wali
HOA Senior Relationship Banker at Alliance Association BankHOA Senior Relationship Banker at Alliance Association Bank