Summary
Overview
Work History
Education
Skills
crafts
Languages
Timeline
Generic

Pita Spear

Fresno,TX

Summary

Proven Loan Processor with a track record of enhancing loan processing efficiency and customer satisfaction at Lobel Financial. Skilled in financial document review and fostering teamwork, I excel in streamlining documentation and ensuring regulatory compliance. Achievements include significantly improving client data gathering processes, leading to faster loan submissions and resolutions.

Overview

14
14
years of professional experience

Work History

Loan Processor

Lobel Financial
08.2015 - Current
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
  • Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
  • Improved loan processing efficiency by streamlining documentation and communication procedures.

Loan Processor

Zinc Auto Finance
04.2010 - 08.2015
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
  • Set up and completed loan submission packages.
  • Promoted a positive work environment through effective communication skills and teamwork initiatives.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Handled any conditions sent from underwriting departments.
  • Processed loan applications and monitored progress from start to finish.
  • Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.

Education

High School Diploma -

Indio High School
Indio, CA

Skills

  • Data Entry
  • Teamwork and Collaboration
  • Information Verification
  • Regulatory Compliance
  • Customer Service
  • Application Review
  • Financial document review
  • Loan Submissions
  • Client Data Gathering

crafts

creating gift baskets for celebrations, birthday's, baby shower's and other occasions.

Languages

Spanish
Native or Bilingual

Timeline

Loan Processor

Lobel Financial
08.2015 - Current

Loan Processor

Zinc Auto Finance
04.2010 - 08.2015

High School Diploma -

Indio High School
Pita Spear