Summary
Overview
Work History
Education
Skills
Timeline
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Mariana Perez

Salt Lake City,UT

Summary

Dynamic Loan Officer with Mountain America Cu, recognized for enhancing customer satisfaction through exceptional service and financial advising. Proven expertise in loan origination and documentation review, fostering strong client relationships. Bilingual communicator adept at navigating complex lending processes, ensuring compliance while streamlining operations for improved efficiency.

Overview

16
16
years of professional experience

Work History

Loan Officer

Mountain America Cu
03.2023 - Current
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Developed strong relationships with customers through high levels of customer service.
  • Examined customer loan applications for loan approvals and denials.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
  • Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
  • Improved loan processing efficiency by streamlining application procedures and documentation requirements.
  • Processed loan applications and monitored progress from start to finish.

Driver

Burm Services Express Llc
04.2021 - 02.2023
  • Followed all relevant traffic laws and safety regulations.
  • Utilized GPS and other navigation tools to plan routes and stay on schedule.
  • Achieved safe driving records by consistently following traffic rules and regulations.
  • Delivered goods and products to customer on time and in excellent condition.
  • Improved customer satisfaction by maintaining punctuality and adhering to strict delivery schedules.
  • Followed proper safety procedures and protocols while loading, unloading and operating vehicles.
  • Communicated with customers to provide delivery updates and confirm delivery locations.
  • Collaborated effectively with dispatchers, ensuring efficient communication for route planning and adjustments.
  • Handled fragile materials carefully, resulting in minimal damage claims from customers during transit period.

Retail Sales Associate

Electrificacion Alpeca
05.2018 - 02.2021
  • Greeted customers and helped with product questions, selections, and purchases.
  • Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Handled returns and exchanges professionally, resolving customer issues while adhering to company policies.

Warehouse Manager

Spectrum Solutions
09.2017 - 04.2018
  • Conducted periodic audits of inventory levels to ensure accuracy, identifying discrepancies for swift resolution.
  • Cleaned and maintained warehouse in compliance with OSHA safety standards.
  • Maintained a safe work environment by enforcing strict adherence to OSHA guidelines and company policies.
  • Oversaw upkeep of equipment and physical condition of warehouse, identifying and ordering needed repairs, renovations, and replacements.
  • Increased warehouse efficiency by implementing new inventory management systems and procedures.

Retail Seller

Electrificacion Alpeca
05.2014 - 08.2017
  • Boosted customer satisfaction by providing exceptional service and product knowledge.
  • Analyzed sales data for trends and opportunities for improvement, implementing changes as necessary for continued growth.
  • Increased overall efficiency by regularly reviewing operational processes and making improvements where needed.
  • Demonstrated adaptability by quickly learning about new products or promotions to effectively relay information to customers.
  • Balanced multiple tasks simultaneously during busy periods while maintaining a high level of professionalism.
  • Managed point-of-sale operations efficiently, processing transactions swiftly to reduce wait times for customers.

Store Manager

Dolphin Stores
01.2009 - 04.2014
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Improved customer satisfaction through staff training in customer service and product knowledge.
  • Assisted with hiring, training and mentoring new staff members.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.

Education

High School Diploma -

Colegio Salto Angel
Cabudare, Venezuela
07.2018

Skills

  • Database management
  • Relationship building and management
  • Documentation review
  • Financial advising
  • Sales expertise
  • Client relations
  • Customer service-focused
  • Credit analysis
  • Loan servicing
  • Consumer lending
  • Financial services
  • Cash handling
  • Loan origination
  • Banking
  • Team player
  • Credit
  • Credit scoring
  • Regulatory compliance

Timeline

Loan Officer

Mountain America Cu
03.2023 - Current

Driver

Burm Services Express Llc
04.2021 - 02.2023

Retail Sales Associate

Electrificacion Alpeca
05.2018 - 02.2021

Warehouse Manager

Spectrum Solutions
09.2017 - 04.2018

Retail Seller

Electrificacion Alpeca
05.2014 - 08.2017

Store Manager

Dolphin Stores
01.2009 - 04.2014

High School Diploma -

Colegio Salto Angel

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