Maria Antunez
San Diego,CA
Summary
Dynamic financial professional with a strong track record in loan application processing and documentation accuracy. Expertise in credit servicing and identifying cross-sell opportunities, contributing to team objectives and enhancing member experiences. Proven ability in managing maturing time deposits, monitoring past-due accounts, and supporting branch audits to ensure compliance. Committed to promoting financial mobility and building long-term customer relationships.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sr. Financial Service Representative
Mission Federal Credit Union
San Diego, CA
04.2024 - Current
- Identified opportunities for cross-selling and enhanced product adoption through sales calls
- Ensured accuracy in loan paperwork while resolving discrepancies to maintain service standards
- Conducted follow-up activities with borrowers throughout the entire loan process
- Tracked maturing deposits, monitored past-due accounts, and assisted with branch audits for compliance
- Opened new accounts, provided financial education to members, and assisted with online banking solutions
Financial Service Representative
San Diego County Credit Union
San Diego, CA
11.2015 - 04.2024
- Collaborated with cross-functional teams to facilitate on-time delivery of loan products
- Instructed customers in using digital features like bill pay and transfers
- Analyzed account data to detect and correct reconciliation issues
- Addressed customer-departmental issues by employing proficient communication techniques
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries
Education
Bachelor of Arts - Spanish
San Diego State University
San Diego, CA06-2021
Skills
- Loan Application Processing
- Financial Evaluation
- Effective Cross-Selling Strategies
- Understanding of Compliance Regulations
- Customer onboarding
- Account management
- Strong Interpersonal Skills
- Collaborative Teamwork
Languages
Spanish
Native/ Bilingual
Certification
- Notary
- Mortgage Loan Originator License
Accomplishments
Manager on Duty Certification
Mission Federal Credit Union
- Nominated by branch management to complete training for acting as a backup for management
- Demonstrated leadership by onboarding new team members, providing overrides, and resolving complex problems
- Trusted to step into management duties during peak periods, ensuring smooth operations and continued team performance
Heroes Award for Leadership
Mission Federal Credit Union
- Nominated by branch management for a quarterly leadership award in recognition of outstanding leadership initiatives
- Recognized for being a supportive team member, quickly taking on complex tasks, and helping to drive team success during challenging situations
- Known for stepping up in high-pressure environments, ensuring team morale and achieving business objectives
References
References available upon request.
Timeline
Sr. Financial Service Representative
Mission Federal Credit Union
04.2024 - Current
Financial Service Representative
San Diego County Credit Union
11.2015 - 04.2024
Bachelor of Arts - Spanish
San Diego State University
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