Summary
Overview
Work History
Education
Skills
Timeline
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Maria Lomeli

Phoenix,AZ

Summary

Senior Customer Service, Loss Mitigation, Mediation and Loan Specialist with more than 30-year background in consumer financing, loan administration, default management and retention service. Bringing detail-oriented and decisive nature with sound judgment, good multitasking abilities and self-motivated nature.

Overview

27
27
years of professional experience

Work History

Administrative Assistant

Stepping Stones Treatment Center
Phoenix, USA
02.2022 - 03.2024
  • Scheduled appointments, meetings and events for management staff
  • Provided secretarial and office management support while building cooperative working relationships
  • Utilized editing programs to proofread content for typo-free emails, memos and documentation

Financial Services Representative

JCG Consulting Service LLC
Tempe, USA
03.2016 - 08.2020
  • Researched banking guidelines and statutory requirements to stay updated on new laws and applications
  • Held financial conversations with clients and prospects to determine needs and provide appropriate solutions
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans

Senior Customer Service Retention Specialist

CitiFinancial
Phoenix, USA
08.1997 - 03.2014
  • Recommended loan approvals and denials based on customer loan application reviews
  • Promoted customer retention by using exceptional interpersonal skills
  • Complied with regulatory requirements, including the Bank Secrecy Act, Anti-Money Laundering Act, USA Patriot Act and Privacy Act
  • Trained new employees on multiple complicated computer programs and specific job responsibilities
  • Compiled database of loan applicants' credit histories, corporate and personal financial statements
  • Developed highly empathetic client relationships and earned a reputation for exceeding service standard goals
  • Received numerous 'Employee of the Quarter' service awards

Education

Associate of Arts - Office Administration

Merced College
Merced, CA
08.1995

Skills

  • Bilingual in Spanish
  • Complex problem-solving
  • Positive attitude
  • Excellent work ethic
  • Risk mitigation techniques
  • Consistent top performer
  • Exceptional communication skills
  • Mediation capability
  • Team player
  • Strong client relations

Timeline

Administrative Assistant

Stepping Stones Treatment Center
02.2022 - 03.2024

Financial Services Representative

JCG Consulting Service LLC
03.2016 - 08.2020

Senior Customer Service Retention Specialist

CitiFinancial
08.1997 - 03.2014

Associate of Arts - Office Administration

Merced College

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Maria Lomeli