Summary
Overview
Work History
Education
Skills
Timeline
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Nelida Ruelas

Avondale,AZ

Summary

Dynamic bilingual financial services professional with a proven track record at Oportun, excelling in loan application processing and customer service excellence. Recognized for meticulous attention to detail and strong communication skills, consistently achieving 5-star reviews while managing sensitive documentation and ensuring compliance in a fast-paced environment.

Overview

18
18
years of professional experience

Work History

Loan Specialist

Oportun
Phoenix, AZ
07.2024 - Current

Detail-oriented and bilingual ( Spanish/English) financial services professional responsible for guiding customer through the full personal and auto title loan process from application to funding. Trusted with sensitive documentation, contract accuracy, cash handling, and secure banking procedures while delivering excellent customer service in a fast-paced lending environment.

• Assist customers with personal loan and auto title loan applications from start to finish.

• Collect, verify, and submit required documentation to ensure accurate and timely approvals.

• Clearly explain and review loan contracts , terms, and payment obligations with customers.

• Provided high-level customer service while handling confidential financial information.

• Perform notary services, including notarizing Power of Attorney and loan documents.

• Process payments, post transactions, and balance daily cash drawers with accuracy.

• Coordinate armored cash pick ups and manage safe funds for bank deposits with Loomis.

• Maintain compliance with company policies, financial regulations, and verification procedures.

• Support customers in both English and Spanish, ensuring clear communication and understanding.

• Recognized for reliability, attention to detail, and ability to handle high-responsibility tasks independently.

• SIGNIFICANT ACCOMPLISHMENTS:

• Entrusted with notary responsibilities and secure cash procedures.

• Consistently maintain accurate documentation and error-free contract processing.

• Build strong customer trust through clear explanations and compassionate service.

• Known for professionalism, integrity, and ability to manage multiple responsibilities efficiently.

• Earned multiple 5 Star customer service reviews for exceptional service and professionalism ( visible on company review platforms)

Cashier Team Lead

Dignity Health
Phoenix, AZ
10.2008 - 02.2023

Reliable and customer focused professional with 15 years of experience in a fast paced hospital cafe environment. Provided exceptional service to patients, visitors, and medical staff while supporting daily operations, team coordination, and inventory control in a healthcare setting with strict sanitation and dietary standards.

• Operated register , processed cash/ credit transactions, and balanced drawers accurately.

• Served as Shift Lead, Supporting daily workflow, delegating tasks, and assisting team member as needed.

• Placed vendor orders, and managed inventory to prevent shortages.

• Received, stocked, and rotated products following food safety and hospital compliance guidelines.

• Trained new employees on register, operations, food preparation, and customer service standards.

• Delivered compassionate, bilingual(Spanish/English) customer service to a diverse population

• Maintained a clean, organized, and inspection-ready workplace at all times.

• Recognized for liability, teamwork, and strong communication with hospital staff and leadership.

• Entrusted with safe cash management and coordinating armored cash pick ups with Loomis for secure bank deposit.

Education

High School Diploma -

Camelback High School
Phoenix, AZ
05.2006

Skills

Customer Service Excellence

Bilingual: English & Spanish

Cash Handling & Payment Processing

Contract Review & Explanation

Loan Application Processing

Conflict Resolution

Strong Communication Skills

Time Management

Multitasking in Fast-Paced Environments

Attention to Detail

Problem Solving

Team Collaboration

Timeline

Loan Specialist

Oportun
07.2024 - Current

Cashier Team Lead

Dignity Health
10.2008 - 02.2023

High School Diploma -

Camelback High School
Nelida Ruelas