Adaptable professional with a quick learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Safety conscious with a strong work ethic and effective communication skills. Driven by a passion for continuous learning and successfully navigating change. Ready to contribute to a dynamic team and make a positive impact.
Overview
16
16
years of professional experience
Work History
Financial Aid Technician
American River College
Sacramento, CA
07.2024 - Current
Answer inquiries from students regarding their financial aid status in person or via email.
Assist students with the completion of financial aid forms; including FAFSA, and student loan applications.
Verify accuracy of federal tax information submitted by applicants.
Maintain accurate records of financial aid documents and processes.
Perform data entry to update student accounts in internal database systems.
Scan and upload necessary documents into the system.
Provide guidance on scholarship opportunities and other relevant external funding sources.
Led team of 4 individuals, assigned and delegated review of 20+ funding requests, and cleared post-closing conditions
Identified needs and developed customized solutions, working alongside management and internal departments
Verified accuracy of signed mortgage documents, including title, appraisal, insurance, and payoffs before submission to third party auditor and prior to submission to HUD for insuring
Confirmed and verified mortgage conditions before funding
Resolved escalated issues promptly and professionally
Reduced post-closing issues by improving workflow, maintaining checklists of required documentation, and setting up group/one-on-one training sessions
Processed 50 closing files monthly using time management and multitasking skills
Escrow Assistant
Premier Reverse Closings
Rocklin, CA
10.2014 - 06.2020
Assisted customers with the escrow process, including answering questions and providing documentation
Reviewed title reports to ensure accuracy of information before closing
Prepared forms for real estate transactions such as deeds, mortgages, and other legal documents
Drafted settlement statements for review by both parties prior to closing
Ensured compliance with state laws and regulations regarding real estate transactions
Coordinated with attorneys, lenders, buyers, sellers, title companies, appraisers, insurance agents, surveyors and others involved in the transaction
Managed master calendar of signings and organized related paperwork
Reviewed executed documents and verify funds received were sufficient to cover closing costs prior to closing date
Customer Service Representative
Gap Inc, Direct
Rocklin, CA
05.2009 - 10.2014
Acknowledge customers concerns by being courteous, empathetic and professional at all times
Assisted customers with product selection, ordering, billing, returns, exchanges and technical support
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
Remained calm and professional in stressful circumstances and effectively diffused tense situations
Asked probing questions to determine service needs and accurately input information into electronic systems
Consistently meet monthly metrics by maintaining company budget goals and personal sales goals
Answered customer inquiries and provided accurate information regarding products and services
Education
Associate of Applied Science Degree -
International Academy of Design and Technology
10.2012
High School Diploma -
Rio Linda High School
01.2000
Skills
Communicate clearly and effectively with the public
Ability to work with multiple computer systems and screens
Prioritize assigned tasks to effectively meet deadlines
Adhere to work schedules
Ensure safe work practices for myself, and others
Follow oral and written instructions
Analytical thinking
Data collection
Escalation management
Call Management
Team collaboration and leadership
Effective Listening
Microsoft Suite: Excel, Outlook, Word, PowerPoint, SharePoint
Timeline
Financial Aid Technician
American River College
07.2024 - Current
Senior Loan Closer
Reverse Mortgage Funding, LLC
06.2020 - 11.2022
Escrow Assistant
Premier Reverse Closings
10.2014 - 06.2020
Customer Service Representative
Gap Inc, Direct
05.2009 - 10.2014
Associate of Applied Science Degree -
International Academy of Design and Technology
High School Diploma -
Rio Linda High School
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