Summary
Overview
Work History
Education
Skills
Certification
Notary
Timeline
Generic

Natalia Gatson

Jacksonville,FLORIDA

Summary

Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Commercial Bank Operations Senior

TIAA Bank
10.2021 - Current
  • Developed systems and procedures to improve operational quality and team efficiency.
  • Prepared documents for internal and external audits.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Trained new employees on proper protocols and customer service standards.
  • Optimized costs to contribute to productivity, cost development and proficiency of central fulfillment operations.

Client Service Representative

TIAA Bank
12.2019 - 10.2021
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Responded to customer calls and emails to answer questions about products and services.
  • Utilized active listening skills to identify customer needs and provide appropriate solutions.
  • Maintained and managed customer files and databases.
  • Communicated with clients regarding account services, statements, and balances.
  • Educated clients on account services and resolved client inquiries regarding statement information and account balances.

Pricing Specialist

BeLit, Inc
06.2017 - 12.2019
  • Collaborate with lead engineers and management to ensure accurate pricing.
  • Maintain pricing spreadsheets with frequent changes.

• Analyze purchase orders.

  • Apply adjustments to both over and short payments. Research.
  • Customer service via phone and email.
  • Data Entry.
  • Multitask between various systems throughout the day.
  • Assist with other functions in the office when needed such as order entry and importing.

Mortgage Loan Closer

EverBank
07.2016 - 12.2017
  • Provided highest level of service and support to customers, closing agents and realtors.
  • Reviewed mortgage documents for accuracy, which included title abstract and insurance forms.
  • Communicated closely with inter-company staff members to promote quick and effective loan workflow.
  • Prepared all paperwork for loan package and arranged final closing meeting.
  • Reviewed loan files and updated to match current standards.
  • Explained different types of loans pertaining to client situations.
  • Worked with underwriters to fix application problems and resolve issues.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.

Mortgage Loan Closer

Citibank
05.2012 - 05.2014
  • Provided highest level of service and support to customers, closing agents and realtors.
  • Reviewed mortgage documents for accuracy, which included title abstract and insurance forms.
  • Communicated closely with inter-company staff members to promote quick and effective loan workflow.
  • Prepared all paperwork for loan package and arranged final closing meeting.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Worked with underwriters to fix application problems and resolve issues.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.

Education

No Degree - Data Analytics

Southern New Hampshire University
Hooksett, NH
02.2025

Skills

  • Customer Loyalty
  • Program Optimization
  • Policy Development and Enforcement
  • Quality Improvement Strategy
  • Training Junior Team Members
  • Operational Logistics
  • Develop Policies
  • Mathematical Calculation and Reasoning
  • Business Leadership
  • Exceptional Attention to Detail
  • Database Maintenance
  • KPI Tracking

Certification

  • National Notary Associate - TIAA Bank - Exp July 2023

Notary

Notary for State of Florida  NNA   ID 161386313 

Timeline

Commercial Bank Operations Senior

TIAA Bank
10.2021 - Current

Client Service Representative

TIAA Bank
12.2019 - 10.2021

Pricing Specialist

BeLit, Inc
06.2017 - 12.2019

Mortgage Loan Closer

EverBank
07.2016 - 12.2017

Mortgage Loan Closer

Citibank
05.2012 - 05.2014

No Degree - Data Analytics

Southern New Hampshire University
  • National Notary Associate - TIAA Bank - Exp July 2023
Natalia Gatson