Patricia Carballo
Norwalk,CA
Summary
Reliable worker with excellent communication, time management, and computer skills. A driven and detail oriented individual with a desire to use analytical and problem-solving skills to meet goals.
Overview
26
26
years of professional experience
Work History
School-Community Liaison Bilingual Spanish
Garden Grove Unified School District
Garden Grove, CA
10.2023 - Current
- Provide oral interpretation for a variety of meetings such as teacher conferences, Individualized Education Program (IEP) meetings, student discipline meetings, attendance meetings, and other meetings as assigned
- Provided presentations on relevant topics to various groups within the community.
- Provide written translations such as flyers, newsletters, emails and other communications
- Work closely with site leadership and staff to interpret for student related matters
- Assist parents/guardians with applications and forms, encourage parents to attend and participate in various workshops, special events
- Coordinate and present parent education programs on a variety of topics as directed
Transaction Coordinator 1
Civic Financial Services
Irvine, CA
05.2022 - 05.2023
- Ensured compliance with all state and federal laws governing real estate transactions.
- Communicated effectively with clients regarding progress on their loan.
- Managed client database to ensure accuracy of contact information and documentation.
- Assisted in resolving any conflicts arising during the course of a transaction.
- Provided support to brokers in obtaining necessary signatures on documents.
- Reviewed contracts for accuracy prior to submission to appropriate parties.
- Reviewed loan applications submitted by buyers ensuring they meet lender guidelines.
Loan Set Up Specialist 1 / Office Manager
Civic Financial Services
Irvine, CA
01.2020 - 05.2022
- Ensured compliance with all state and federal laws governing real estate transactions
- Communicated effectively with clients regarding progress on their loan
- Managed client database to ensure accuracy of contact information and documentation
- Assisted in resolving any conflicts arising during the course of a transaction
- Provided support to brokers in obtaining necessary signatures on documents
- Reviewed contracts for accuracy prior to submission to appropriate parties
- Reviewed loan applications submitted by buyers ensuring they meet lender guidelines
- Responsible for the entire set up process by ordering and tracking required loan documents and appraisals, title commitments and insurance policies
- Data entry of vital and required information into Encompass for the file completeness
- Point of contact for credit related items, data input and initial input needs
- Complete preliminary condition list on outstanding initial documentation
- Submits files to the processor for review
- Assist processors with clearing outstanding conditions
- Run file-specific reports, including credit and background reports
- Communicate clear and effectively with Transaction Cordinators, Account Executives and Account Managers for efficiency and timeliness
- Utilized tools to analyze data and recommend solutions
- Delivered quality customer service to staff and customers
- Managed day-to-day operations of the office, such as ordering supplies, maintaining equipment and managing calendars.
Customer Service Supervisor
Proview Technology, Inc
Walnut, CA
04.1998 - 01.2010
- Supervised and ran a dynamic call center with over 20 employees, generated agent call detail reports.
- Handled claims, processed credit card and other charges.
- Processed telephonic and online warranty claims.
- Responded to consumer complaints from government agencies (Better Business Bureau, and Attorney General).
- Scheduled and monitored employee's rest and meal breaks and provided guidance, dispensed discipline when needed.
- In charge of interviewing job candidates, trained new employees
- Communicated with vendors regarding back orders, availability, future inventory and special orders.
- Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
- Assumed ownership over team productivity and managed work flow to meet or exceed quality service goals.
- Scheduled staff shifts to cover peaks and lulls in customer inquiries, trained staff on operating procedures and company services and Identified individual development needs with appropriate training.
Education
High School Diploma In General Education -
Huntington Park High School
01.1992
Skills
- Excellent communication skills
- Time management skills
- Computer skills
- Analytical skills
- Problem-solving skills
- Fluent in English and Spanish
- Office 365
- Encompass
- Credit Technologies
- Lexis Nexis
- Type 50 wpm
Languages
Spanish
Professional
References
References available upon request.
Timeline
School-Community Liaison Bilingual Spanish
Garden Grove Unified School District
10.2023 - Current
Transaction Coordinator 1
Civic Financial Services
05.2022 - 05.2023
Loan Set Up Specialist 1 / Office Manager
Civic Financial Services
01.2020 - 05.2022
Customer Service Supervisor
Proview Technology, Inc
04.1998 - 01.2010
High School Diploma In General Education -
Huntington Park High School
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