Summary
Overview
Work History
Education
Skills
Timeline
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Pearl Taliulu

West Jordan,UT

Summary

Well managed addressing customer complaints and queries of assigned clients. Developing strong knowledge of internal processes and procedures to ensure the quality of loan system data and the adequacy of paperless loan documentation. Collaborating with account managers and submitting reports to upper management. Maintaining existing accounts while working efficiently to create new ones. I strive to provide excellent customer service for current and prospective clients.

Overview

10
10
years of professional experience

Work History

Titletec

Solera
South Jordan, UT
01.2019 - 06.2022
  • Software troubleshooting walk through as dealerships utilizes our platform to process title and registration for deals to send to the state.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.
  • Worked flexible hours across night, weekend and holiday shifts.

Reviewer/Underwriter

SoFi
Cottonwood Heights, UT
01.2017 - 01.2019
  • Review applications pursuant to credit policies and procedures- including analyzing credit reports.
  • analyzing income from various sources excluding self-employment and verifying documents provided by applicants
  • Verify confidential identity, income, and other required documentation
  • Perform outbound outreach to applicants and work with the applicant and the Operations team to successfully move applications through the process to funding
  • Prepare and present applications that may be eligible for credit exceptions to management

Payment Poster

InterMountain Medical Group
Murray, UT
02.2015 - 01.2017
  • Managed large volumes of data efficiently and with great care on daily basis.
  • Accurately posted payments and adjustments both electronically and manually.
  • Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
  • Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.

Loan Processor

Vista Finance
Midvale, UT
05.2012 - 02.2015
  • Small business personal loans made out to customers who qualify.
  • Loans from $100-$3,000 to consumers who meet criteria.
  • Verified confidential information from employment, residence, pulling credit, phone, etc.
  • Consumers who default on an open loan within the 30day timeframe, will be filed a small claim to court for an updated information on consumer.

Education

Associate of Applied Science - Medical Administrative

Salt Lake Community College
Salt Lake City
08.2012

High School Diploma -

Horizonte Training Center
Salt Lake City, UT
06.2009

Skills

  • Merchandise Exchanges Accurate money handling
  • Excellent Customer Rapport Well Organized
  • Deposits, payments & returns Very Quick Learner
  • Logical problem solver Medical Terminology
  • Skilled in conflict resolution Coding/Billing
  • Detailed-Oriented Collections
  • Resourceful & Proactive

Timeline

Titletec

Solera
01.2019 - 06.2022

Reviewer/Underwriter

SoFi
01.2017 - 01.2019

Payment Poster

InterMountain Medical Group
02.2015 - 01.2017

Loan Processor

Vista Finance
05.2012 - 02.2015

Associate of Applied Science - Medical Administrative

Salt Lake Community College

High School Diploma -

Horizonte Training Center

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Pearl Taliulu