Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rachel Quiroz

Arlington,TX

Summary

Dynamic professional with a proven track record in financial planning and customer service excellence, notably at Countrywide Home Loans. Expert in credit analysis and negotiations, I've significantly enhanced customer satisfaction and loyalty. Skilled in managing financial transactions and leveraging excellent time management to achieve results. Results-driven Loan Officer with solid background in mortgage and loan processing. Bring strong understanding of banking regulations, underwriting policies, and risk analysis, while delivering top-notch customer service. Possess ability to cultivate relationships with borrowers and lenders alike, helping to secure optimal financing options. Past roles demonstrate consistent success in meeting sales goals and facilitating smooth loan processing procedures.

Overview

2016
2016
years of professional experience

Work History

Loan Officer

Countrywide Home Loans
Plano, TX
08.2014 - 02.2016
  • Took incoming calls from homeowners who wanted set up mortgage payments and who had billing issues and concerns.
  • Assisted a customer who wanted to do home equity loans.
  • Analyzed applicants' financial status and credit and property evaluation to determine feasibility of granting loan.
  • Responded promptly to customer inquiries regarding their accounts or other matters related to consumer lending operations.

Administrative Assistant

Martinez Forklift
Dallas, TX
06.2006 - 06.2008
  • Greeted visitors and provided general information about the company.
  • Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
  • Updated contact lists regularly when changes occur in employee status or contact information.
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.

Lead Customer Service Representative

Optel Communications
Dallas, Tx
  • Took incoming calls from both new n current customers that wanted o set up new cable n home internet service
  • Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
  • Tracked customer issues and worked closely with relevant teams to resolve them quickly.
  • Managed key account service, providing exceptional support to foster loyalty and retention.
  • Updated system with order specifics and customer details, preferences, and billing information.

Education

GED -

Sunset High School
Dallas, TX
06-1986

Skills

  • Financial planning expert
  • Terms negotiation
  • Customer service-focused
  • Proficient in 10-key
  • Financial transactions expertise
  • Collections proficiency
  • Excellent time management
  • Loans
  • Credit analysis

Timeline

Loan Officer

Countrywide Home Loans
08.2014 - 02.2016

Administrative Assistant

Martinez Forklift
06.2006 - 06.2008

Lead Customer Service Representative

Optel Communications

GED -

Sunset High School
Rachel Quiroz