Accurate and dedicated Job Title evaluates financial documentation and promotes positive client interactions. Works exceptionally well in fast-paced environments driven by tight deadlines. Employs critical eye toward document details and customer information to avoid errors and promote efficiency. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
9
9
years of professional experience
Work History
Senior Loan Processor/ Officer
Preferred Home Lending
Established strong relationships with lenders, title companies, and borrowers for smooth loan transactions.
Proactively identified potential issues within applications, taking necessary steps to rectify them before submission for approval.
Managed a high-volume pipeline of loans, consistently meeting deadlines and maintaining accuracy in documentation.
Streamlined loan processing by implementing efficient workflow systems and task prioritization.
Enhanced customer satisfaction with timely and accurate loan processing, maintaining clear communication throughout the process.
Accounts Executive
Ortiz Custom Pools & Spas
10.2018 - Current
Improved cash flow management, ensuring prompt invoicing and collection procedures to minimize delinquencies.
Coordinated month-end closing activities to ensure timely completion of financial statements for executive review and decision-making purposes.
Conducted thorough account reconciliations, promptly resolving any discrepancies or irregularities identified during the process.
Reduced financial discrepancies by implementing stringent internal controls and audits to ensure accurate recordkeeping.
Developed strong relationships with key clients, fostering trust and loyalty to facilitate long-term business growth.
Proposed product solutions to meet changing customer demands.
Worked with other departments to deliver solutions according to schedule and per customer requirements.
Reduced expenses by effectively negotiating contractor prices, terms, and service agreements.
Traveled to client sites to facilitate sales presentations.
Negotiated favorable payment terms with vendors, resulting in significant cost savings without compromising quality or service levels.
Proactively identified areas for improvement within the accounting department, implementing changes that led to increased productivity and accuracy.
Deepened customer relationships through strong attention to needs and knowledgeable service.
Developed strategic relationships with key suppliers and clients to foster profitable business initiatives.
Reached out to customers to offer range of services and products in order to drive sales growth.
Gathered information from clients to secure accounts, verify payment and identify special requirements.
Built and strengthened relationships with new and existing accounts to drive revenue growth.
Prepared additional quotes for current clients to upsell products and services.
Executed successful sales strategies to convert leads into customers.
Resolved issues promptly to drive satisfaction and enhance customer service.
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