Monika Lopez
Stockton,CA
Summary
Administrative professional with extensive experience in eligibility assessment and community advocacy. Strong bilingual communication skills enhance the ability to address client concerns effectively. Committed to improving processes and fostering connections that drive organizational success and individual empowerment.
Overview
1
1
Certification
23
23
years of professional experience
Work History
Eligibility Worker I
Human Services Agency
Stockton, California
01.2024 - 04.2024
- Interviewed applicants to gather and verify information for eligibility determinations
- Evaluate applicant's financial status, living conditions, and other factors to determine program eligibility
- Determining eligibility of social services for applicants and recipients for public assistance programs and services
- Explained program information, including applicants' rights and obligations, to ensure understanding and compliance
- Process applications and renewals for various public assistance programs
- Maintained accurate and organized case records and reports to support effective case management
Community-Based Organizational Advocate
The Table Community Foundation
Stockton, California
01.2014 - 01.2019
- Supported teens in overcoming feelings of isolation and depression through guidance
- Facilitated discussions on aggression and anger with teens to enhance emotional understanding
- Facilitated community-building activities among teens
- Help to set and attain goals
- Reinforced positive behavior and motivated behavioral change by teaching behavioral techniques
Administrative Assistant
Veteran Affairs| American Legion, Karl Ross
Stockton, California
01.2014 - 01.2019
- Coordinated administrative tasks to streamline team operations
- Escorting patients in need of filling out application packets
- Directed veterans to appropriate destinations based on individual needs
- Supported execution of creative projects to advance team initiatives
Notary Public
Around The Clock Mobile Notary Service
01.2001 - 01.2016
- Monitored government regulations to ensure compliance with notary practices.
- Maintained professional journal to log notarized documents for accurate record-keeping.
- Visited client locations to perform notarizations
- Coordinated client appointments to facilitate timely notarization services.
- Updated the appointment calendar regularly.
Agent Concierge/ Office Administrator/ Call Coordinator/ Notary Public
Prudential California Realty
Stockton, California
04.2012 - 10.2013
- Managed requests from over 40 real estate agents, ensuring timely responses and support.
- Call Coordinator for all 18 Prudential offices
- Office Depot Buyer for all 18 Prudential offices; took all A/C orders and made sure all purchases were in the best interest and most cost-effective for the company for each office
- Setting up all New Agent Laptops; Networking them to print on our office Canon Copier
- Verified sign placements for agents' new listings and sold homes.
- Keeping MLS Accurate with the chance of fines for inaccuracy
- Designed agent fliers for new listings and sold homes, enhancing marketing efforts.
- Compiled and produced Sunday newspaper featuring open houses and market updates to inform clients.
Loan Officer & Preferred Lender for Kiper Homes Development & Top Producer's Loan Assistant
Capital Market Funding
Danville, California
01.2005 - 01.2009
- Evaluate, authorize, and recommend approval of commercial & Real Estate loans
- Advised borrowers on financial status and payment methods to enhance their understanding of loan options
- Develop and maintain strong relationships with clients to ensure satisfaction and loyalty.
- Coordinated loans, tracked lock expirations, and requested extensions with lenders to ensure timely processing
- Served as primary contact for issue resolution with clients and lenders, fostering effective communication and trust
- Resolve client issues, communicate changes in lender programs, Coordinate Timelines, Manage Client Expectations
- Ran credit reports and consulted with clients on credit decisions and credit scores.
- Provide daily follow-up to clients on loan status
- Organize and lead extra meetings with clients to address specific needs or concerns.
- Recommended a strategy to become the preferred lender for the Kiper Home Development, interfacing with every walk-in and lead that visited the Sales Office as the Spanish-speaking liaison.
- Facilitated communication between the sales team and clients to support deal closures.
- Under the direction of the Lending Department, provide information to members regarding loan policies
- Review and process loan applications
- Review loan programs to ensure they are confident during the loan signing
- Review 50-150 loan documents per day with clients
- Maintain client comfort levels during the loan process
- Establish clear expectations with clients regarding loan processes and timelines.
Education
Certified as Spanish speaker -
San Joaquin County
San Joaquin, CA01-2025
Bachelors degree - Psychology
California State University, Stanislaus
Stockton, CA01-2021
Associate of Arts degree - Psychology
San Joaquin Delta College
Stockton, CA01-2019
Associate of Arts degree - Interdisciplinary Studies
San Joaquin Delta College
Stockton, CA01-2019
Certified Notary Public -
National Notary Association
01-2016
Certified Real Estate Licensed Salesperson -
Anthony Schools
01-2009
Skills
- Eligibility assessment
- Accurate Documentation
- Confidential Filing
- Organizational skills
- Microsoft Office proficiency
- Multi-tasking proficiency
- Expectation management
- Communication skills
- Empathetic Communication
- Attention to Detail
- Meeting coordination
- Client-Centric Approach
Awards
- Tri-Alpha Honor Society
- National Society of Leadership and Success
- First-Generation College Graduate
- Graduated Highest Honors: Summa Cum Laude (4.0)
- Dean's List
Public Agency Contributions
- The Table Community Foundation, 01/2014 to 2/2019, 3201 Benjamin Holt Drive, Stockton, CA, 95219 Community-Based Organizational Advocate, Help to reinforce good behavior and motivate to change negative behaviors by teaching behavioral techniques, Mentor to lessen feelings of isolation and depression, Foster a sense of community among the teens, Communicate when feelings of aggression and anger arise, Help to set and attain goals
- Veteran Affairs| American Legion, Karl Ross, 01/2014 to 12/2019, Escorting patients in need of filling out application packets, Administrative duties, Guiding veterans to their proper destination with their specific situations, Help with creative duties
Certification
- Certified Spanish Speaker for San Joaquin County
Accomplishments
- Tri-Alpha Honor Society
- National Society of Leadership and Success
- First Generation College Graduate
- Graduated Highest Honors: Summa Cum Laude (4.0)
- Dean's List
- Loan Officer Rookie of the Year
Timeline
Eligibility Worker I
Human Services Agency
01.2024 - 04.2024
Community-Based Organizational Advocate
The Table Community Foundation
01.2014 - 01.2019
Administrative Assistant
Veteran Affairs| American Legion, Karl Ross
01.2014 - 01.2019
Agent Concierge/ Office Administrator/ Call Coordinator/ Notary Public
Prudential California Realty
04.2012 - 10.2013
Loan Officer & Preferred Lender for Kiper Homes Development & Top Producer's Loan Assistant
Capital Market Funding
01.2005 - 01.2009
Notary Public
Around The Clock Mobile Notary Service
01.2001 - 01.2016
Certified as Spanish speaker -
San Joaquin County
Bachelors degree - Psychology
California State University, Stanislaus
Associate of Arts degree - Psychology
San Joaquin Delta College
Associate of Arts degree - Interdisciplinary Studies
San Joaquin Delta College
Certified Notary Public -
National Notary Association
Certified Real Estate Licensed Salesperson -
Anthony Schools