Driven finance and banking professional effective at maximizing customer service opportunities while exceeding individual performance goals. Community reputation for industry knowledge and high levels of integrity in loan processing. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Loan Specialist position. Ready to help team achieve company goals.
Delivered an exceptional level of service to each customer by listening to concerns and answering questions related to their Citi Costco Visa card.
Answered up to 100 calls per day in busy, fast-paced office for both English and Spanish-speaking customers.
Protected company reputation and built loyal client base by working relentlessly to resolve problems and improve customer satisfaction.
Provide one call resolutions for our cliental using experience, knowledge and excellent customer service skills
Reviewed financial documents to verify accuracy or acquire necessary information.
Execute Affidavits, Substitution of Trustees and Conveyance documents by collecting factual information to prove the information on the documents are true and accurate to the best of my knowledge.
Proofread filenames, titles and submittal details to streamline submittal and avoid rejection.
Monitored due dates and deadlines and worked to submit all documents on time or early.
Provided customer service and assistance to clients in danger of foreclosure/default.
Educated clients on options to save their home in foreclosure.
Worked daily with attorneys/investors to set up repayment plans for clients to get out of foreclosure.
Determined needed and relevant interventions based on each client's cognitive abilities and current needs.
Flexible and Adaptable
undefinedWas one of twelve, of over three hundred applicants that was selected to participate as a traveling subject matter expert. Over the course of three months we supervised and assisted several training classes in El Paso Texas, that were hired to assist Citi with our yearly Costco Rewards Program.