Organizational, multitasking, managerial, sales, communication, and computer skills. Driven finance and banking professional effective at maximizing customer service opportunities while exceeding individual performance goals. Community reputation for industry knowledge and high levels of integrity in loan processing.
Overview
12
12
years of professional experience
Work History
Loan Setup Coordinator, Appraisal
Pentagon Federal Credit Union
San Antonio, TX
10.2020 - 01.2022
Managed loans in a queue daily using Encompass software
Communicated with members via phone and email, and managed emails regarding loans in the pre-processing stage
Provided members with appropriate status updates, answered questions, responded to requests, and ensured complete and accurate information and/or documentation once the loan moved to process
Completed and followed up as needed on appraisal, title support work, and title order requests
Gathered and verified documentation for the processing of mortgage loans
Performed all other job functions within first and second mortgages as required.
Bilingual Consumer Loan Specialist
Texan Credit Corporation
Lufkin, TX
03.2019 - 09.2020
Provided excellent customer service in person and over the phone
Received and posted loan payments in an efficient, friendly manner
Processed credit loan applications
Prepared daily banking deposits, balanced cash drawers each day, maintained a cash count record, and other cashier-related duties
Contacted customers who were overdue on loan payments; worked with them to identify solutions for repayment
Ran monthly reports and daily data entry in Loan Pro
Performed calls for solicitation, cross-promoted products, and followed up on all appropriate loan policies and procedures
Achieved monthly loan sales volume standard.
Owner/Operator
Marina's Thrifty Boutique
Odessa, TX
01.2016 - 01.2018
Responsible for all startup of business including build out of retail space and lease negotiations
Managed entire operation of business including responsibilities such as inventory, shipping/receiving and payment of bills, bookkeeping, payroll, and accounting
Executed daily operations of maintaining quality customer service
Started route with zero customers and built to a profitable route
Car Sales Associate
All American Chevrolet
Odessa, TX
05.2011 - 06.2014
Cultivated sales by providing a high level of customer service and assisted customers on the selection of their vehicle purchase
Presented vehicle attributes, model options, features, purchase and finance options and store policies and services to customers
Ensured timely follow-up and maintained strong relationships with previous and prospective customers
Tracked customers using store specific management system
Built and maintained sales pricing and manufacturer promotions
Ensured customers understood the vehicle operating features and warranty.
Customer Service Representative
Advance America
Odessa, TX
06.2012 - 12.2013
Recommended and sold financial products and services to customers
Processed credit loan applications
Built strong relationships with prospective customers
Managed customer concerns and provided solutions
Entered customer and transaction information accurately into the system, and created and maintained
accurate customer files with all required documentation.
Leasing Consultant | Property Manager
Spa Cove Apartments
Annapolis, MD
01.2006 - 01.2009
Maintained 100% occupancy on 300+ rental units
Responded to potential tenant interest
Showed properties, answered questions, and finalized terms of leases
Established tenant expectations for security deposits, procedures for rent and amenities
Prepared potential tenant background checks, including reference letters, rental history, income
verification and lease application
Collected rent and other property fees from tenants and individual owners
Paid property expenses, including payroll, utilities, and maintenance costs
Reported the property’s financial status, occupancy and expiring leases to property owners
Met potential tenants, showing them the property and assessing their applications in accordance with
anti-discrimination laws
Advertised vacant properties and found tenants as needed
Inspected properties and arranged for repairs as required
Arranged contracts for maintenance, trash removal, landscaping, security and other ongoing services
and managed disputes with these service providers where appropriate
Attended court hearings as
necessary
Investigated and resolved property complaints and rental violations
Education
Some College
Skills
Terms Definition
Complaint Handling
Financial History Analysis
Application Review
Credit File Updating
Problem Solving
Loan Processing Coordination
Appraisal procedures
Appraisal ordering
Languages
Spanish
Full Professional
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Loan Setup Coordinator, Appraisal
Pentagon Federal Credit Union
10.2020 - 01.2022
Bilingual Consumer Loan Specialist
Texan Credit Corporation
03.2019 - 09.2020
Owner/Operator
Marina's Thrifty Boutique
01.2016 - 01.2018
Customer Service Representative
Advance America
06.2012 - 12.2013
Car Sales Associate
All American Chevrolet
05.2011 - 06.2014
Leasing Consultant | Property Manager
Spa Cove Apartments
01.2006 - 01.2009
Some College
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