
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.
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)
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.
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