Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Olivia Maldonado

San Jose,CA

Summary

Caring and compassionate Student Nurse well-versed in anatomy and physiology, nursing fundamentals and medical terminology. Responds to emergencies with grace and calm mentality. Demonstrated success in delivering superior care to multiple patients, balanced with high-volume task load.

Overview

8
8
years of professional experience

Work History

Mortgage Loan Officer Assistant

Shamrock Mortgage Solutions
11.2021 - Current
  • Assisted in preparing detailed reports for senior management highlighting key performance metrics related to loans processed.
  • Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
  • Improved borrower experience through prompt follow-ups on inquiries and concerns during the application process.
  • Developed strong relationships with real estate agents, increasing referral opportunities for mortgage loans.
  • Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
  • Continuously expanded knowledge of various mortgage products and lending guidelines to provide clients with the best possible solutions for their needs.
  • Streamlined communication between underwriters and loan officers, resulting in improved turnaround times.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Enhanced team productivity through effective organization and management of loan documents.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Monitored key dates to obtain information by deadlines.
  • Ensured accurate record-keeping by diligently organizing digital files related to each mortgage application.

Project Manager

Infinite Views
02.2021 - Current
  • Streamlined processes within the marketing department for more efficient project management and resource allocation.
  • Identified and evaluated new technologies and add-on applications to improve and optimize marketing team efforts.
  • Analyzed and reported on KPIs to validate and demonstrate success of marketing campaigns.
  • Managed workflow between staff, coordinating documents and creative material distribution.
  • Paid attention to detail while completing assignments.
  • Skilled at working independently and collaboratively in a team environment.
  • Demonstrated creativity and resourcefulness through the development of innovative solutions.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Organized and detail-oriented with a strong work ethic.
  • Proven ability to learn quickly and adapt to new situations.
  • Strengthened communication skills through regular interactions with others.
  • Demonstrated leadership skills in managing projects from concept to completion.
  • Passionate about learning and committed to continual improvement.
  • Applied effective time management techniques to meet tight deadlines.

Bookkeeper

Team One Accounting-Intuit
11.2021 - 01.2024
  • Enhanced cash flow management through timely invoicing and collection of outstanding receivables.
  • Reduced financial discrepancies through transaction monitoring and management.
  • Provided support during audits by supplying requested documentation promptly and accurately.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Supported year-end closing procedures by preparing adjusting journal entries as needed.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Tracked financial progress by creating quarterly and yearly balance sheets.
  • Generated detailed financial reports for management review, facilitating informed decisionmaking.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
  • Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
  • Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.

Call Center Representative

06.2021 - 11.2021
  • Processed debit and credit card and electronic check payments.
  • Collaborated with shipping team to track shipments, verify orders and handle product returns.
  • Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Provided personalized assistance to clients, fostering strong relationships and promoting brand loyalty.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.
  • Maintained detailed records of customer interactions, streamlining communication efforts between various departments.
  • Developed rapport with customers through empathetic listening skills, creating positive experiences even during difficult conversations.
  • Boosted customer service satisfaction ratings through consistent quality control.
  • Responded to customer calls and emails to answer questions about products and services.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
  • Approved and terminated customer contracts upon request.
  • Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
  • Established trust with clients by accurately addressing their concerns and offering appropriate resolutions based on their needs.
  • Attended telephone skills and program information training sessions to boost aptitude.

Cashier

Rubio's Coastal Grill
12.2016 - 08.2019
  • Improved transaction speed without sacrificing accuracy by staying up-to-date on product pricing changes.
  • Resolved customer complaints professionally, leading to improved customer relations and loyalty.
  • Adapted quickly to new technologies implemented at POS systems, ensuring seamless transition periods for both staff and customers.
  • Maintained current knowledge of store promotions and highlighted sales to customers.
  • Greeted customers entering store and responded promptly to customer needs.
  • Provided backup support for other departments when needed, showcasing versatility within the retail environment.
  • Mentored new employees on cashier duties and best practices, improving overall staff performance.
  • Answered questions about store policies and addressed customer concerns.
  • Proactively addressed long lines by opening additional registers when necessary, enhancing customer experience.
  • Collaborated with team members to achieve sales targets and maintain a clean, well-stocked store environment.
  • Contributed to store success by maintaining high standards of cleanliness throughout the facility.
  • Restocked and organized merchandise in front lanes.

Bank Teller

Bank Of The West, BNP Paribas
11.2015 - 08.2019
  • Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
  • Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Maintained friendly and professional customer interactions.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Monitored and verified suspicious activity on customer accounts.

Education

Bachelor of Science - Nursing

Nightingale College
Ogden, UT
2027

Bachelor of Arts - Psychology

Humboldt State University
Arcata, CA
2021

Skills

  • Clinical judgment
  • Teamwork
  • Self-reflection
  • Attention to Detail
  • Critical Thinking
  • Microsoft Office
  • Compassion
  • Communication
  • Problem Solving
  • Patient Assessment
  • Patient Safety
  • Interpersonal Skills

Languages

English
Native or Bilingual

Timeline

Mortgage Loan Officer Assistant

Shamrock Mortgage Solutions
11.2021 - Current

Bookkeeper

Team One Accounting-Intuit
11.2021 - 01.2024

Call Center Representative

06.2021 - 11.2021

Project Manager

Infinite Views
02.2021 - Current

Cashier

Rubio's Coastal Grill
12.2016 - 08.2019

Bank Teller

Bank Of The West, BNP Paribas
11.2015 - 08.2019

Bachelor of Science - Nursing

Nightingale College

Bachelor of Arts - Psychology

Humboldt State University

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Olivia Maldonado