Richard Barrera

• Process UI claims over the phone and data entering information into benefit system ad databases.
• Respond to and resolve routine UI inquiries received both through inbound calls, and online callback forms.
• Ensure a positive and exemplary experience with all customers.
• Provide accurate, valid, and complete information to customers using the right methods and tools.
• Calm upset or emotional customers by providing a composed and professional demeanor.

• Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
• Maintained strict confidentiality of bank records and client information.
• Submitted loan applications to underwriter for verification and recommendations.
• Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.

• Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
• Set up files using loan officer checklist and submitted on-time for processing.
• Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
• Managed event planning and execution for business-centered gatherings.
• Maintained a high level of confidentiality while managing sensitive financial information for clients during the loan application process.

(July 2018-August 2022)

• Increased territory sales by building strong relationships with key clients and identifying new business opportunities.
• Visited customer locations to evaluate requirements, demonstrate product offerings, and propose strategic solutions for diverse needs.
• Established new accounts through cold calling and personal visits to potential customers.
• Exceeded monthly sales targets and quotas consistently.