Rebecca Perry
Fort Worth,TX
Summary
Resourceful professional in financial services, known for high productivity and efficient task completion. Specialized in risk assessment, regulatory compliance, and customer service. Excel using communication, problem-solving, and adaptability skills to achieve goals and meet client needs.
Overview
10
10
years of professional experience
Work History
Loan Processor
Santander Consumer USA
North Richland Hills, TX
01.2023 - Current
- Reviewed loan applications for accuracy and completeness.
- Evaluated and approved loan applications based on established criteria.
- Assisted in developing and implementing streamlined loan processing procedures to improve efficiency.
- Provided excellent customer service, maintaining high satisfaction levels among borrowers.
- Managed pipeline of loans ensuring that all deadlines are met and loans progress to closing.
- Reviewed and verified loan application documents for completeness and accuracy.
- Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
- Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
- Completed day-to-day duties accurately and efficiently.
Loan Funder
OPEN ROAD LENDING
FORT WORTH, TEXAS
07.2020 - 01.2023
- Provided support for special projects when requested by management team members.
- Informed customers of loan application requirements and deadlines.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Managed pipeline for originated loans through closing and complete required management reports.
- Reviewed loan agreements to ensure accuracy of information and compliance with regulations.
- Identified any discrepancies in customer data or documentation prior to funding loans.
- Delivered high levels of customer service to facilitate smooth processes.
- Analyzed financial statements, credit reports, and other documents to evaluate loan applications.
- Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Conducted training sessions for new team members on proper funding processes and procedures.
Casino Cage Supervisor
Choctaw Casino
STRINGTOWN, OKLAHOMA
02.2015 - 06.2020
- Assisted in monitoring and reconciling daily transactions for accuracy, verifying funds, and balancing cash drawers.
- Ensured compliance with internal controls, policies and procedures related to gaming operations.
- Moderated floor disputes to protect business assets and resolve customer service issues.
- Conducted regular reviews of employee job performance evaluations ensuring accuracy and fairness.
- Analyzed reports generated by the accounting system related to revenue sources.
- Developed strategies to improve operational efficiency within the casino cage environment.
- Calculated winnings to verify payments made by dealers.
- Evaluated workers' performance to write performance reviews.
- Evaluated employee performance regularly and provided constructive feedback for improvement.
- Received, secured, and distributed large sums of money, added funds to casino safe and completed forms and documentation.
- Inspected documents such as driver's licenses, passports, or other forms of identification for customers cashing checks or exchanging currency.
- Performed daily audits of the gaming floor cage operations including cash counts, checkouts, deposits.
- Supervised staff in providing excellent customer service to all guests visiting the casino cage.
- Maximized customer satisfaction by controlling dealer actions and promoting consistent gaming environments.
Education
High School Diploma -
STRINGTOWN HIGH SCHOOL
Stringtown, OK05-2012
Some College (No Degree) -
TARRANTY COMMUNITY COLLEGE
Fort Worth, TXSkills
- Problem solving
- Time management
- Communication skills
- Attention to detail
- Conflict resolution
- Loan processing
- Document verification
- Customer service
- Teamwork
- Time management abilities
- Contract finalization
- Application status reviews
- Multitasking
- Task prioritization
- Data entry
- Generating reports
Timeline
Loan Processor
Santander Consumer USA
01.2023 - Current
Loan Funder
OPEN ROAD LENDING
07.2020 - 01.2023
Casino Cage Supervisor
Choctaw Casino
02.2015 - 06.2020
High School Diploma -
STRINGTOWN HIGH SCHOOL
Some College (No Degree) -
TARRANTY COMMUNITY COLLEGE
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