Marissa Guerra
Hilo,HI
Summary
Diligent and resourceful financial professional skilled in client relations and loan product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions.
Overview
11
11
years of professional experience
Work History
LOAN OFFICER
HFS Federal Credit Union
07.2022 - 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.
LOAN PROCESSOR
HFS Federal Credit Union
10.2021 - 07.2022
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
PLACEMENT ASSISTANT
ALTRES STAFFING
07.2021 - 10.2021
- Assist with reviewing applications and resumes, and pre-screening potential employees for both clerical and industrial positions
- Helped determine if someone would be a good fit for our available jobs, and schedule the interviews to delegate to our Placement Managers
- Gather all documents needed to complete the hiring process for employees
- Responsible for answering phones, responding to text messages and servicing customer requests.
LICENSED INSURANCE AGENT
ALL STATE
11.2017 - 05.2021
- Manages customer service including policy questions, alterations and assistance in claim processing
- Addressing customer questions and inquiries, and prospecting new potential clients is an essential daily function
- Primary responsibility for sales of all types of insurance policies via daily phone, in person and email solicitation
- Monthly goals are established and the expectation is that those goals will be met or exceeded
- A team environment requires excellence in terms of consistency and production within a fast-paced environment that is constantly changing
- Besides the office manager, I am the most senior agent in our office.
SERVER/FOOD PREP
LUCY’S TAQUERIA
01.2014 - 11.2017
- Assisted in preparation and food service in a fast-moving restaurant atmosphere
- Operated cash register, received and processed customer orders and handled cash and credit cards.
CUSTOMER SERVICE
ALOHA FITNESS GYM
07.2016 - 01.2017
- Assist members with all aspects of a membership-based fitness club
- Helped to administer fitness programs and training schedules
- Clean and maintained equipment and furniture.
Education
state of hawaii insurance licensing program -
health and life license exam -
passed
01.2019
property and casualty license exam -
passed
01.2018
HIGH SCHOOL DIPLOMA -
HILO HIGH SCHOOL
01.2016
Skills
- Excellent interpersonal & communication skills
- Proficient Computer Skills
- Ability to work collaboratively as part of a team
- Ability of solve complex problems
- Community Service Minded
- Excellent references
- Works well under pressure
Hobbies and Interests
- Rotary Club of South Hilo – Member since 2017
- Board Member since 2020
- Community Events Volunteer: Relay for Life, Local Food Bank, Celebration of Life – Hawaii Care Choices
Timeline
LOAN OFFICER
HFS Federal Credit Union
07.2022 - Current
LOAN PROCESSOR
HFS Federal Credit Union
10.2021 - 07.2022
PLACEMENT ASSISTANT
ALTRES STAFFING
07.2021 - 10.2021
LICENSED INSURANCE AGENT
ALL STATE
11.2017 - 05.2021
CUSTOMER SERVICE
ALOHA FITNESS GYM
07.2016 - 01.2017
SERVER/FOOD PREP
LUCY’S TAQUERIA
01.2014 - 11.2017
state of hawaii insurance licensing program -
health and life license exam -
passed
property and casualty license exam -
passed
HIGH SCHOOL DIPLOMA -
HILO HIGH SCHOOL
Similar Profiles
TEHANI K. BARRETTTEHANI K. BARRETT
Credit Union Call Center Specialist at Hfs Federal Credit UnionCredit Union Call Center Specialist at Hfs Federal Credit Union
Jeffrey MeadeJeffrey Meade
Commerical Development Officer at Credit Human Federal Credit UnionCommerical Development Officer at Credit Human Federal Credit Union
Alexandria SanchezAlexandria Sanchez
Loan Funder/Loan Processor at Credit Human Federal Credit UnionLoan Funder/Loan Processor at Credit Human Federal Credit Union