Maritza Diaz
Tulalip ,WA
Summary
Dedicated Loan Servicing professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges.
Overview
10
10
years of professional experience
Work History
Loan Servicing Specialist
Northwest Plus Credit Union
Everett , WA
02.2017 - Current
- Charge or Refund Insurance to clients if needed
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Carried out day-day-day duties accurately and efficiently.
- Title Clerk work-Dol Runs
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Pay Insurance Death and Disability Premiums
- Vehicle Title releases
- Answer phone calls of clients with concerns on current Loan Accounts.
- Create Mortgage payoff Statements and Mortgage Coupons
- Order new credit cards and help with Credit Card concerns.
- Process Loan Payoffs
- File Gap claims and talk to insurances on total losses
- Work with Insurance company on possible claims to recover money and prevent losses to company.
- Make phone calls to clients about needing proof of insurance.
Sales Representative
Kohls Department Store
Marysville, WA
10.2017 - 03.2018
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Achieved monthly sales goals by promoting product benefits and enrolling new clients. Offer Store Credit Card to future Customers.
- Check out Clients Purchases and make Credit Card Payments when needed.
- Close and balance Cashier/Drawer at the end of the day.
Call Center Representative
Northwest Plus Credit Union
Everett , WA
06.2016 - 01.2017
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Educated customers on use of banking website and mobile apps.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Assisted customers with compromised debit cards and issued new credentials.
- Sold and cross-sold bank products to new and existing customers.
- Provided customer records, account statements and copies of checks.
Bank Teller
Northwest Plus Credit Union
Everett , WA
08.2013 - 01.2017
- Provided customer records, account statements and copies of checks.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Sold and cross-sold bank products to new and existing customers.
- Turned in excess cash to maintain drawer security.
- Placed orders for customer checks and verified starting numbers.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Reconciled cash drawer and resolved discrepancies.
Education
No Degree - Business Administration
Everett Community College
Everett, WAHigh School Diploma -
Everett High School
Everett, WA06.2013
Skills
- Claims Service
- Mortgages and Loans
- Customer Communication
- Collection Processes
- Credit Extensions
Languages
Spanish
Native or Bilingual
Timeline
Sales Representative
Kohls Department Store
10.2017 - 03.2018
Loan Servicing Specialist
Northwest Plus Credit Union
02.2017 - Current
Call Center Representative
Northwest Plus Credit Union
06.2016 - 01.2017
Bank Teller
Northwest Plus Credit Union
08.2013 - 01.2017
No Degree - Business Administration
Everett Community College
High School Diploma -
Everett High School