Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rita Morales

El Campo,TX

Summary

Results-driven professional with a strong background in loan processing and documentation. Expertise in managing compliance and collections, ready to leverage skills to enhance operational efficiency and drive branch profitability.

Overview

25
25
years of professional experience

Work History

Branch Manager

Excel Finance
Bay City, TX
05.2023 - 08.2026

*Set daily performance targets

*Managed daily branch operations and ensured compliance with company policies.

*Complete daily call log

*Review,deny,or approve customer loan applications

*Manage branch delinquency, control and collection efforts

*Notate all accounts with collection efforts

*Verify information provided on loan applications

*Process payments

*Daily deposit via online banking

*Verify all end of day paperwork is correct

Branch Manager

Toledo Finance
El Campo, Texas
01.2022 - 05.2023

*Managed daily branch operations and ensured compliance with company policies.

*Set daily performance targets

*Complete daily call log

*Review,deny,or approve customer loan applications

*Manage branch delinquency, control and collection efforts

*Notate all accounts with collection efforts

*Verify information provided on loan applications

*Process payments

*Daily deposit via online banking

*Verify all end of day paperwork is correct

CSR

Speedy Stop
El Campo, Texas
08.2016 - 08.2018

*Greet and assist customers with purchase

*Utilize math functions to collect payment or make change

*Operate register,scanners,credit/debit terminals

*Maintain accurate drawer

*Reconcile cash drawer against daily transaction report at end of shift

Teller

Speedy Check
Victoria, Texas
01.2009 - 12.2013

*Maintain cash drawer

*Verify account and funds before check cashing

*Trace returned check writer/notify of NSF and resolve

*Prepare paperwork for D.A.'s office on returned checks

*Operate standard office equipment

Claim Recorder

St Paul Travelers Insurance
Houston, Texas
04.2001 - 07.2004

*Processed insurance claims by thoroughly reviewing submitted documentation or phone.

*Performed data entry of confidential information into databases accurately and timely.

*Provide caller with instructions on proceeding.

*Serve as liaison between claiment and adjuster.

*Email claiment with all claim information.

Education

GED -

Palacios Senior Highschool
Palacios, TX
01-1996

Some College (No Degree) - Medical administration

Wharton County Junior College
Wharton, TX

Skills

  • Loan processing
  • Compliance management
  • Collections
  • Financial management
  • Documentation
  • Attention to detail

Timeline

Branch Manager

Excel Finance
05.2023 - 08.2026

Branch Manager

Toledo Finance
01.2022 - 05.2023

CSR

Speedy Stop
08.2016 - 08.2018

Teller

Speedy Check
01.2009 - 12.2013

Claim Recorder

St Paul Travelers Insurance
04.2001 - 07.2004

GED -

Palacios Senior Highschool

Some College (No Degree) - Medical administration

Wharton County Junior College
Rita Morales