Marcos Gonzalez
Tucson,AZ
Summary
Well-qualified administrative team member bringing demonstrated knowledge and abilities in loan processing. Effective at organizing paperwork, resolving discrepancies and working with third-party vendors to clear issues and completing closings. Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Loan Funding Specialist
Discover Financial Services, DFS
07.2022 - Current
- Communicating and resolving problems between departments
- Auditing loans; ensuring update to date information in present for loans
- Help with training and creating resources
- Help in providing innovative ideas to improve the overall process
- Reviewing funding aspects and following up with third parties and customers to ensure funding
- Affirmed loan document accuracy to protect lenders from potential fraud.
- Reviewed and validated details of loan applications and closing documentation.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Calculated, reviewed and corrected errors on interest, principal and closing costs.
IRA Specialist
Discover Financial Services, DFS
11.2021 - 07.2022
- Manage IRA accounts
- Help account holders stay with in compliance of rules
- Assist account holders fill out important documents
- Process documents for IRA accounts
- Create tools for team to use to increase proficiency and team communication
- Educated clients on financial topics and best practices.
- Helped clients make informed decisions about financial future.
- Updated clients on changes in tax laws and other regulations affecting investments.
Lead Account Specialist
Discover Financial Services, DFS
07.2021 - 11.2021
- Maintain the responsibilities as Account Manager
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Reconciled customer accounts and identified discrepancies for further investigation.
- Set up new customer accounts and updated existing profiles with latest information.
- Resolved complex billing and payment issues for balanced, accurate accounts.
- Reviewed account activity to assess financial status and evaluate discrepancies.
- Adhered to standards of quality and service as well as all compliance requirements.
- Stayed current on company offerings and industry trends.
- Used ticketing systems to manage and process support actions and requests.
- Created help desk tickets, troubleshot and resolved desktop issues.
- Assisted customers in identifying issues and explained solutions to restore service and functionality.
Account Manager
Discover Financial Services, DFS
01.2021 - 07.2021
- Proficient at opening, closing, and servicing accounts
- Create tools to increase the overall teams efficiency and meet metrics
- Research and process return mail (BOS)
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Assistant Manager
Harkins Theaters
11.2014 - 01.2021
- Effectively manage an entire staff to operate a productive operation
- Manage building maintenance including general cleanliness, building repair and equipment repair
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Created employee schedules to align coverage with forecasted demands.
- Increased employee performance and job satisfaction to strengthen retention and engagement.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Monitored security to protect employees, customers and property.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement thus increasing company's productivity and profitability with quality workers.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
Education
High School Diploma -
Moon Valley High School
Phoenix, AZ2015
Skills
- Compile Documents
- Active Listening
- Strategic Financial Planning
- Deposit and Payment Collection
- Accounting Procedures
- Creative Solutions
- Microsoft Office
- Correspondence Writing
- Customer Transactions
- Customer Accounts Management
- Administrative Support
- Staff Training
Certification
- CNP - Certified Notary Public
- Licensed Signing Agent - July 2023 to present
Timeline
Loan Funding Specialist
Discover Financial Services, DFS
07.2022 - Current
IRA Specialist
Discover Financial Services, DFS
11.2021 - 07.2022
Lead Account Specialist
Discover Financial Services, DFS
07.2021 - 11.2021
Account Manager
Discover Financial Services, DFS
01.2021 - 07.2021
Assistant Manager
Harkins Theaters
11.2014 - 01.2021
High School Diploma -
Moon Valley High School