MARIA VARGAS
Willis,TX
Summary
I am a self-motivated and responsible individual who thrives for success in any business or company. My qualities are a combination of a vast experience of customer service and social skills. I am a quick learner that has a great work ethic, great computer skills, friendly personality, and is always productive. I do my best to maintain a clean and organized work environment. My goal is to further my experience in the business/administration field.
Overview
12
12
years of professional experience
Work History
Loan Consultant
Lendmark Financial Services
Conroe, Texas
01.2023 - Current
- Assisted customers in accurately and thoroughly completing loan applications.
- Conducted credit checks and assessed credit reports to determine loan eligibility.
- Developed loan documents and gathered necessary information from clients.
- Reviewed financial statements and other records to assess customers' ability to repay loans.
- Provided advice and assistance to customers in order to help them make informed decisions regarding their loan options.
- Processed loan applications and submitted them for approval or rejection.
- Established relationships with external vendors such as merchants and dealers in order to facilitate smooth processing of loan applications.
- Tracked and managed new leads and followed up daily on referral business.
- Conducted needs analyses for clients to determine appropriate credit protection products for loans.
- Maintained filing systems for confidential documents and records
- Scanned documents into digital formats for archiving purposes.
- Answered telephones, took messages and directed calls promptly.
- Managed time efficiently by multitasking between various tasks throughout the day.
- Conducted daily outbound collection calls to gather payment on open balances.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Researched and identified potential partnerships with new dealers and merchants.
- Managed daily balancing activities including verifying deposits, preparing currency transaction reports, reconciling shift reports, preparing bank deposits, and making bank runs.
Administrative Assistant
Precision Interior Products
Conroe, TX
03.2020 - Current
- Evaluated open accounts to look for past-due balances and pursue collection strategies
- Managed invoicing for organization through cash receipts processing, bank reconciliations
- Performed various accounts receivable functions, handled cash receipts posting, and researched chargebacks and write-offs
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files
- Handled high-volume invoice processing with minimal supervision
- Pleasantly welcomed visitors, answered phone calls and maintained the front reception desk
- Answered customer invoice questions and resolved issues discovered during invoicing and collection process
- Processed and sent invoices, adjustments and credit memos to customers
- Executed account updates and noted account information in Quickbooks
- Reviewed purchase orders, sales tickets and charge slips to compute fees or charges due
- Facilitated payment of invoices due by sending bill reminders and contacting clients
- Collected, posted and managed customer account payments.
Insurance Agent/Office Manager
Beathard Insurance
Willis, TX
06.2015 - 03.2020
- Researched and analyzed beneficial insurance options and made recommendations to clients
- Exceeded company sales goals for new policies
- Pursued continued professional development through insurance courses and webinars
- Explained coverage options to potential policyholders, answering questions or concerns
- Reviewed insurance inquiries, working effectively to accommodate various requests to build the agency's reputation as a service provider
- Engaged customers in friendly, professional dialogue to determine needs
- Answered incoming telephone calls to provide products and services information
- Obtained signatures for financial documents and internal and external invoices
- Collected payments and provided accurate change
- Developed trusting relationships with customers by making personal connections
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements
- Produced sales documents, finalized deals and filed records.
Front Desk Attendant
Cleaners
Willis, TX
01.2012 - 06.2015
- In charge of opening and closing store
- Received merchandise and placed accordingly to specific category
- Provided great customer services to customers
- Kept track of orders and charged customers using a computer
- Counted money at the end of my shift and closed the store.
Education
Willis High School
Skills
- 15 years of Customer Service
- Microsoft Office
- Microsoft Excel
- Microsoft Powerpoint
- QuickBooks
- GOLDtrak / CIM / GTO
- CALMS
- Administrative Experience
- Office Management
- Accounts Receivable
- Great computer skills
- Good organizational skills
- Bilingual
- Punctual
- Cash Deposit Preparation
- Professional and Courteous
- Good Sales
Languages
- English, Professional
- Spanish, Professional
Accomplishments
- Received Employee of the month for Central Texas Division, 7 months into the business
Languages
English
Full Professional
Spanish
Professional
Timeline
Loan Consultant
Lendmark Financial Services
01.2023 - Current
Administrative Assistant
Precision Interior Products
03.2020 - Current
Insurance Agent/Office Manager
Beathard Insurance
06.2015 - 03.2020
Front Desk Attendant
Cleaners
01.2012 - 06.2015
Willis High School