Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Rosa Pacheco

Tucson,AZ

Summary

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.

Overview

20
20
years of professional experience
1
1
Language

Work History

Loan Closer

Citi
Tucson, AZ
05.2021 - 08.2022
  • Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
  • Maintained checklists of required documentation and open issues affecting closings.
  • Collaborated with lenders, agents and legal professionals to resolve transactional and title issues.

Costco Bilingual Customer Service Specialist

Citi
Tucson, AZ
12.2015 - 05.2021

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

Foreclosure Document Control Officer

Citi
Tucson, AZ
10.2011 - 12.2015

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.

Homeowners Assistance Specialist

Citi
Tucson, AZ
11.2008 - 10.2011

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.

Customer Service Representative

APAC Customer Services
Tucson, AZ
11.2002 - 11.2008
  • Took incoming calls for various clients such as, Washington Mutual Bank, Citizens Bank and Verizon Wireless.


  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.


  • Offered advice and assistance to customers, paying attention to special needs or wants.


  • Answered customer telephone calls promptly to avoid on-hold wait times.

Education

GED -

Pima Adult Education
Tucson, AZ
06.2003 - 06.2003

Skills

Flexible and Adaptable

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Accomplishments

Was 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.

Timeline

Loan Closer

Citi
05.2021 - 08.2022

Costco Bilingual Customer Service Specialist

Citi
12.2015 - 05.2021

Foreclosure Document Control Officer

Citi
10.2011 - 12.2015

Homeowners Assistance Specialist

Citi
11.2008 - 10.2011

GED -

Pima Adult Education
06.2003 - 06.2003

Customer Service Representative

APAC Customer Services
11.2002 - 11.2008
Rosa Pacheco