Summary
Overview
Work History
Education
Skills
Timeline
Generic

Perla Lopez

American Canyon,CA

Summary

Detail-oriented administrative assistant with experience in customer service, data entry and office management. Professional and knowledgeable office clerk offering several years of experience in administrative support and customer service. Highly efficient planning, problem-solving, and communication skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

19
19
years of professional experience

Work History

Loan Officer Assistant

Benchmark Mortgage
07.2020 - Current
  • Answered inquiries and provided superior customer service to clients.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Communicated with customers daily to request information and complete paperwork.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Assembled important paperwork and disclosures for borrower.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
  • Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
  • Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
  • Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
  • Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
  • Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.

Loan Officer Assistant

Martin Yataco
08.2016 - 09.2018
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Executed record filing system to improve document organization and management.
  • Scheduled office meetings and client appointments for staff teams.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
  • Created and maintained databases to track and record customer data.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Communicated with customers daily to request information and complete paperwork.
  • Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.

Medical Administrative Assistant

Napa Pain Institute
07.2015 - 08.2016
  • Maintained and updated patient records for accurate, current medical histories.
  • Answered incoming calls, routed messages and resolved patient inquiries within target timeframes.
  • Supported office staff and operational requirements with administrative tasks.
  • Greeted patients and provided required paperwork to facilitate services.
  • Organized paperwork such as charts and reports for office and patient needs.
  • Sanitized, restocked, and organized exam rooms and medical equipment.
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
  • Obtained client medical history, medication information, symptoms, and allergies.
  • Documented vital signs and health history for patients in clinic and hospital environments.
  • Called and faxed pharmacies to submit prescriptions and refills.
  • Scheduled appointments, registered patients, and distributed sample pharmaceuticals as prescribed.
  • Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.

Administration Officer

Soscol Auto Body
06.2004 - 04.2014
  • Managed team petty cash, purchase orders and account transactions.
  • Created, prepared, and delivered reports to various departments.
  • Processed purchase orders, service contracts and financial reports.
  • Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
  • Drafted and distributed invoices for outstanding payments.
  • Set priorities and problem-solved workflow issues to maintain rapport with customers and managers.
  • Maintained personnel records and updated internal databases to support document management.
  • Computerized office activities, maintained customer communications, and tracked records through delivery.
  • Entered and maintained departmental records in company database.
  • Studied processes, implemented cost reductions and developed reporting procedures to maintain administrative workflow.
  • Helped the accountant checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Answered constant flow of customer calls with minimal wait times.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Responded to customer requests for products, services, and company information.
  • Processed customer service orders promptly to increase customer satisfaction.

Education

No Degree - Medical Assisting

Boston Reed College
05.2014

High School Diploma -

Liberty High School
Napa, CA
06.2002

Skills

  • Set Appointments
  • Reminder Calls
  • Customer Relations and Communications
  • Database Administration
  • Multitasking and Time Management
  • Administrative Procedures
  • Customer Inquiries
  • Multi-Line Telephone Systems
  • Bilingual in Spanish and English
  • Manage Correspondence

Timeline

Loan Officer Assistant

Benchmark Mortgage
07.2020 - Current

Loan Officer Assistant

Martin Yataco
08.2016 - 09.2018

Medical Administrative Assistant

Napa Pain Institute
07.2015 - 08.2016

Administration Officer

Soscol Auto Body
06.2004 - 04.2014

No Degree - Medical Assisting

Boston Reed College

High School Diploma -

Liberty High School

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Perla Lopez